Morgan Stanley jobs in Tampa, FL

Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, they support FAs / PWAs/team with developing financial plans and investment strategies based on client goals. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role requires an in depth understanding of market conditions, trends and overall economic outlook. DUTIES and RESPONSIBILITIES: * At the direction of the FA/PWA/team, entering new or adjusting existing asset allocations * At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports from firm-approved systems for existing or prospective clients * At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens * At the direction of the client or FA/PWA/team, making updates to clients' estate, trust, retirement, and insurance objectives * Reviewing new client prospects that are developed through leads and referrals in relation to the FA/PWA/team's client service model * At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * Providing feedback and suggesting upgrades to Portfolio Management business partners on firm approved tools and resources EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 2+ years of experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Additional product licenses may be required Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms Job Description * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 1953 S R 60 East, Valrico, FL This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $29.08 Hiring Maximum: $30.90 Read More About Job Overview Skills/Requirements Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Propel operational success with your expertise in technology support and a commitment to continuous improvement. As a Technology Support III team member in Corporate Investment Bank, you will ensure the operational stability, availability, and performance of our production application flows. Encourage a culture of continuous improvement as you troubleshoot, maintain, identify, escalate, and resolve production service interruptions for all internally and externally developed systems, leading to a seamless user experience. **Job responsibilities** + Provides end-to-end application or infrastructure service delivery to enable successful business operations of the firm + Supports the day-to-day maintenance of the firm's systems to ensure operational stability and availability + Assist in the monitoring of production environments for anomalies and address issues utilizing standard observability tools + Identify issues for escalation and communication, and provide solutions to the business and technology stakeholders + Analyze complex situations and trends to anticipate and solve incident, problem, and change management in support of full stack technology systems, applications, or infrastructure **Required qualifications, capabilities, and skills** + 3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services + Strong background in HP Nonstop hardware and software platforms (Guardian/TACL, OSS) + Extensive hands-on expertise in developing/testing and maintaining applications using COBOL/SCOBOL, DDL, Enform, TAL procedure calls + Deep knowledge of HPNS platform architecture, including database technologies such as Enscribe, SQL/MP, SQL/MX, SQLCI, and MXCI + Proficiency in requestor/server communication via Pathway and experience with Nonstop utilities (FUP, KLIST, SCUP, TACL, TMF, RDF) + Proven experience in designing, developing, testing and deploying AI-driven solutions into HPNS enterprise applications + Advanced understanding of agile methodologies, including CI/CD, application resiliency, and security, as applied to HPNS environments + Demonstrated expertise in the testing, deployment, and support of large-scale, high-throughput, mission-critical payments applications on HPNS + Strong understanding of architecture and design across all systems, with awareness of industry-wide technology trends and best practices **Preferred qualifications, capabilities, and skills** + Experience leveraging AI for process automation, software development lifecycle (SDLC), or enhancing application functionality within HPNS platforms + Experience with one or more general purpose programming languages and/or automation scripting + Working understanding of public cloud JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Full-Time Branch Address: 100 N Tampa St Suite 3810, Tampa, FL This job posting is anticipated to remain open for 30 days, from 28-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our Sr. BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Sr. Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself... Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events You can also expect... A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role. Hiring Minimum: $24.62 Hiring Maximum: $26.15 Read More About Job Overview Skills/Requirements What skills would make you a successful Sr. BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

JobID: 210683214 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $142,500.00-$200,000.00 Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management. As a Tech Risk & Controls Lead - Product Assessments in Cybersecurity Technology & Controls, you will be responsible for evaluating product delivery, quality, and integrity across a range of technology control assessment products (including SOX, SOC, PCI, FedRAMP, and other regulatory frameworks). This function is designed to mitigate risks, drive continuous improvement, and enhance stakeholder confidence in the assessment process. You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards. By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business. Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape. Job responsibilities * Lead and execute product assessment reviews across the full lifecycle (planning, design, execution, reporting), ensuring accuracy, reliability, consistency, and compliance throughout all phases. * Operate independently to document product assessment results with clear findings, improvement opportunities, and remediation actions. * Communicate product assessment program status, key findings, and improvement opportunities to senior management and governance committees. * Identify, manage, and mitigate delivery risks, proactively addressing potential roadblocks and implementing contingency plans to maintain program momentum. * Foster a culture of continuous improvement and operational excellence, providing training and driving innovation in methodologies and processes. * Review assessments and reports to validate they are completed on schedule, based on verified data, and address relevant regulatory requirements, risks, and controls. * Ensure methodological rigor, consistent application of standards, and thorough review and validation of deliverables. * Evaluate ongoing improvements to processes and tools, and verify that team members are well-trained and knowledgeable about current regulations and assessment practices. * Ensure assessments are objective, transparent, and ethically conducted, maintaining confidentiality and data privacy, and compliance with all relevant laws, regulations, and internal policies. Required qualifications, capabilities, and skills * Obtain 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation within a financial institution. * Proven ability to lead projects and teams, manage multiple assessment reviews, and collaborate effectively across functions in complex environments. * Exceptional written and verbal communication skills, with the ability to translate complex technical and regulatory information into clear, actionable messaging for diverse audiences including senior leaders, stakeholders, and clients. * Detail-oriented with strong documentation skills and a demonstrated ability to learn and apply new concepts quickly. * Skilled in critical thinking, root cause analysis, and structured problem-solving to drive continuous improvement. * Ability to ensure decisions or constraints affecting program delivery are effectively escalated and addressed in a timely manner. * Strong background in information security, IT General Controls, risk and control frameworks, and regulatory compliance, including hands-on experience with SOX, SOC, PCI, and regulatory technology assessments. * Growth mindset with the ability to drive strategy and execute at scale. Preferred qualifications, capabilities, and skills * CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred #CTC

Join us as we embark on a journey of collaboration and innovation, where your unique skills and talents will be valued and celebrated. Together we will create a brighter future and make a meaningful difference. As a Lead Data Engineer at JPMorgan Chase within the ACH Technology team, you are an integral part of an agile team that works to enhance, build, and deliver data collection, storage, access, and analytics solutions in a secure, stable, and scalable way. As a core technical contributor, you are responsible for maintaining critical data pipelines and architectures across multiple technical areas within various business functions in support of the firm's business objectives. **Job responsibilities** + Lead the elicitation, documentation, and validation of business and data flow requirements, ensuring alignment with stakeholder expectations and technical feasibility + Develop and maintain comprehensive knowledge of industry trends, emerging technologies, and best practices to provide strategic guidance and innovative solutions for complex projects + Model the design and implementation of technical solutions, ensuring seamless integration with existing systems and infrastructure + Utilize advanced data analytics techniques to extract insights from large, diverse datasets, driving data-informed decision-making and supporting key business initiatives + Mentor and guide team members in the application of technical writing and analytical reasoning skills, fostering a culture of continuous learning and improvement **Required qualifications, capabilities, and skills** + Formal training or certification on HP Nonstop SQL DBA concepts and 5+ years applied experience + 5+ years of Experience on HP Nonstop + Experience as a SQL DBA + Demonstrated expertise in data analysis and data application, including hands-on experience with major data visualization platforms + Advanced knowledge of data analytics techniques, with experience in developing and interpreting models, diagrams, and data-driven insights + Proven ability to apply technical fluency in current and relevant platforms, software tools, and technologies to drive innovative solutions + Strong track record of leading through change, navigating ambiguous situations, and managing dependencies in complex projects **Preferred qualifications, capabilities, and skills** + Experience with SQL/MX and SQL/MP + Experience on Golden Gate software + Experience with ACH or related banking domain exposure JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference. You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers. While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success. As a Bilingual Spanish and English Speaking Account Service Specialist II within JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products. Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs. You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills. You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor. **Job responsibilities** + Manages a high volume of inbound/outbound calls (potentially over 100 daily), delivering comprehensive support for financial products + Demonstrate c ustomer service expertise to interpret needs and deliver continuous insights + Leverage multiple computer systems with efficiency, demonstrating adaptability and resilience + Demonstrate both independently and collaboratively, driving team success and achieving goals + Ensure all regulatory and departmental practices and procedures are followed diligently + Maintain ownership of each customer interaction while treating them with respect and responding with empathy **Required qualifications, capabilities, and skills** + Fluency in both Spanish and English, including reading and writing + Two years of experience in customer interaction and support, either over the phone or in person, with the ability to multitask using computer systems and maintain accuracy + Ability to adapt to new situations and successfully navigate diverse cultural contexts and workplace environments + Ability to manage complex customer interactions using empathy, composure, and sound judgment + Proven adaptability and efficiency in fast-paced, dynamic, and results-oriented settings + Strong problem-solving skills with the capability to clearly present and explain solutions + Quick learner of products and systems, with a proactive approach to embracing challenges, seeking feedback, and continuously improving performance to achieve goals + Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting + High school diploma or GED **Preferred qualifications, capabilities, and skills** + Ability to use data to understand issues and opportunities + Possess skills in using AI technology for automation and prompt writing **Work Schedule** Our operation is active 24 hours a day, 7 days a week. Candidates must be willing and able to work shifts within hours of 9:00 a.m. to 12:00 a.m., which may include evenings, weekends and holidays. This is an onsite position that requires 100% attendance during a three-month training program, held Monday through Friday between 8:00 a.m. to 6:30 p.m. Schedule may change depending on training needs. Please note that training hours may differ from your regular work schedule. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

JobID: 210687276 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $185,250.00-$285,000.00; Brooklyn,NY $185,250.00-$285,000.00 Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As an Emerging Technology Operational Risk Director overseeing Applied Research Technology and Cybersecurity Operational Risk, you will focus on supporting Compliance, Conduct and Operational Risk (CCOR) in assessing Applied Research Technology and Cybersecurity Operational Risk. You will help build lightweight tools, data integrations, and automations that enable independent validation, evidence generation, and challenge first line of defense risk assessments. In addition, you will be responsible for directly supporting Applied Research risk reviews, while also enhancing broader operational risk processes such as risk identification, reporting, and risk data quality. You will bridge technical execution with risk oversight, strengthening regulatory credibility and ensuring scalable, data-driven assurance across the organization. You will be required to have strong software development skills, hands-on experience in data integration, and familiarity with AI/ML systems and pipelines, Agentic AI, ML Ops practices, and knowledge of cloud platforms. Job Responsibilities * Work with data, architecture, and other resources towards independent validation of controls in areas such as AI/ML, Quantum Technologies, Cloud Computing and Networking, Immersive Technology (AR/VR). * Collaborate with Risk, compliance, and audit teams to design, implement, and validate machine learning models supporting 2LOD reviews. * Develop and leverage tooling to generate audit-ready evidence packs, risk metrics, and trend dashboards, reducing manual effort and improving the timeliness of oversight reporting. * Analyze and interpret complex datasets to identify risk trends, control gaps, and emerging threats. * Deliver technical support for risk reviews in areas including AI, cloud resilience, machine identity, and post-quantum cryptography by automating data gathering and analysis. * Develop, test, and deploy AI-powered tools and agents to automate and enhance risk review processes. * Standardize and automate data integration for KRIs, loss events, and control testing; provide scalable solutions that strengthen operational risk management. * Build end-to-end machine learning pipelines, from data ingestion and preprocessing to model deployment and monitoring, leveraging ML Ops best practices for scalability and reliability. * Provide technical guidance on best practices for model development, validation, governance, and ML Ops. * Work closely with cross-functional teams, including IT, cyber operations, and business stakeholders. * Present findings, recommendations, and technical solutions to both technical and non-technical audiences. Required qualifications, capabilities and skills * Bachelor's or Master's degree in Computer Science, Data Science, Engineering, or related field. * 10+ years of experience in data science, machine learning, or AI development. * Strong software development skills, with proficiency in Python and SQL. * Hands-on experience in data integration and building scalable AI/ML systems and pipelines. * Experience with Agentic AI and ML Ops practices. * Experience with machine learning libraries (e.g., scikit-learn, TensorFlow, PyTorch). * Familiarity with cloud platforms (AWS, Azure, GCP). * Excellent problem-solving, analytical, and communication skills. Preferred qualifications, capabilities and skills * Experience in cyber operations, cybersecurity, or technical risk management.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile: The WM and U.S. Banks Financial Crimes Risk Team is embedded within the Firm's business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The WM and U.S. Banks Financial Crimes Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley. Primary Responsibilities * Review QC findings prepared by the QC Analyst/Manager and focus on analysis of associated risk factors, including any factors that increase or mitigate the risk posed by the error documented * Assist in preparing ongoing and ad hoc reporting for senior management. * Escalate potential risk issues associated with new and existing account customer profiles with internal management and the Second Line of Defense Bank AML Compliance teams. * Contribute to the planning and performance of internal reviews of controls residing within various product and business areas to ensure that controls are adequately designed and are operating effectively. * Assist in maintaining and updating procedures and proposing testing methods or alternative recommendations for process improvements and program efficiency. Experience Required: * Bachelor's degree in related field or an equivalent combination of training and experience * Minimum 7 years of experience in financial crimes/AML compliance testing, Audit or similar related QA/QC testing experience at a financial institution Skills Required: * Expert knowledge of AML regulatory requirements and expectations (Domestic - US and International - non-US), MS WM and U.S. Banks Financial Crimes Risk policies and procedures, KYC standards, and QC Program * Strong communications, analytical, organizational, project management and planning skills to be able to develop QC Testing Program, test scripts, testing reports and metrics reporting and manage testing analysts * Strong managerial experience leading teams of 6-10 people * Strong knowledge of business, products, operations, systems and organization to be able to execute the QC Program * Basic knowledge of MS Office (Microsoft Excel/PowerPoint/Word/Access) * Experience with data and trend analysis related to the management of an AML program * Experience in AML/CFT and/or Legal/Regulatory Compliance Ability to: * Take initiative, analyze, summarize, and communicate effectively * Investigate, identify issues, impacts and trends as a result of QC testing to propose comprehensive solutions for the business unit and/or organization * Multitask effectively and action matters promptly * Work independently and in a team environment * Handle highly confidential information with appropriate discretion. * Work in a high volume, fast paced environment * Work in a matrixed organization, leveraging resources across the organization to perform QC activity and effect change based on QC findings Additional Skills Desired: * Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license/audit/control testing certification (is a plus) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $95K-$170K per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment. As a Lead Technical Program Manager in the Federal Programs group, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery. **Job responsibilities** + Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions + Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum + Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals + Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness + Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team **Required qualifications, capabilities and skills** + 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization + 5+ years of experience as a Technology Project Manager (PM) + Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients + Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services + Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment + Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities **Preferred qualifications, capabilities and skills** + Exposure to the financial industry JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $118,750.00 - $160,000.00 / year

Are you ready to make a real impact in a global organization? As an Operations Manager, you'll lead strategic initiatives and drive change in a fast-paced, collaborative environment. This role offers the chance to develop your leadership skills, work with talented colleagues, and shape the future of payments operations. Join us to grow your career, expand your expertise, and be part of a team that values innovation and continuous improvement. Your contributions will help deliver exceptional results for our clients and the firm. As an **Business Operations Associate Manager** within the Global Cash & Utilities Operations management team at JPMorganChase, you will be outcome-focused and have a leadership style that fosters teamwork and will need to be comfortable to step into an evolving environment, work across the organization and drive results with urgency and discipline. You will also effectively manage multiple deliverables simultaneously, with deep execution experience with a demonstrated ability to meet and enforce deadlines. A need for strong analytical, organizational and collaboration skills with the ability to challenge an organization and understand ways of working. You will need to be comfortable with ambiguity, rapid pace of change and navigate easily across various businesses and functional areas. **Job Responsibilities** + Drive key business initiatives, assisting in day-to-day activities: creation of objectives & accomplishments; Town hall & offsite planning; Talent reviews; Driving people agenda activities across organization, Strategic planning (Executive Support) + Create and present periodic non-financial information for business/ governance review with Operations leads, and/or other partners (Business Reporting & Review) + Develop and Manage internal and external communications including organizational announcements, Newsletters, Videos, and Year-end messaging (Communications) + Build objectives with Key Results and ensure the organization is measuring what really matters and that metrics are automated in their production and easily accessible. Drive the design, collection, integrity, and reporting (Metrics) + Develop and own future plan and strategy for operational support (with supported lead) reflecting business plans over the short to medium term and beyond (Strategy and Planning) + Manage Business Reviews, Executive Reporting, Leadership Meetings and Offsite/planning other business events (Structural Governance Ownership) + Help drive Group's People initiatives focused on Diversity, Opportunity & Inclusion, Recruiting, Manager Excellence, Skills of the Future, and Employee Recognition + Partner with business to identify areas for improvements and implementing initiatives. + Lead and drive delivery of the projects with all stakeholder independently including Planning, Tracking and Communicating progress, provide value added analytics, and reporting (scorecards/dashboards and executive level reporting) + Lead and be the catalyst for change as requirements/priorities shift progress from planning to execution. **Required Qualifications, Capabilities, and Skills** + 8 or more years banking/financial services experience. + Knowledge of Payment products and related regulatory landscape required + Strong analytical and organizational skills. + Experience with Data based decision making, leveraging data to support key messages, discreet use of data to maximum effect. + Project Management and execution experience with ability to effectively manage multiple projects simultaneously with a demonstrated ability to meet and enforce deadlines. + Ability to act independently and make proactive recommendations, with additional ability to work under pressure, deliver competing priorities, make decisions at the right time and prioritize effectively. Willing to take advice and escalate when needed. + Experience in designing, delivering & presenting executive level content supported by strong Excel & PowerPoint abilities to develop compelling storylines in a short space of time. + Able to both define and deliver to conclusion across multiple groups. Influencing upward and horizontally in a matrixed environment & leverages the organization to deliver results quickly. + Intellectually curious: agile, inquisitive, diverse, confident to question the status quo, courage to challenge. **Preferred Qualifications, Capabilities, and Skills** + Prior business management or chief of staff experience ideal. **Required or Additional Information** + Visa sponsorship is not available for this position. + Work schedules will vary within a full-time, 40-hour per week schedule. + You must be willing to work during our operating hours, which may include evenings, weekends, and holidays. + Specific information regarding work schedules will be provided by the recruiter. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JobID: 210663937 JobSchedule: Full time JobShift: : Join a premier global financial institution and help shape the future of operations. As a key member of our leadership team, you will drive impactful change and deliver innovative solutions. Collaborate with senior leaders and cross-functional partners to set a bold vision for operational excellence. Inspire high-performing teams and foster a culture of continuous improvement. Make a lasting impact on our customers, employees, and business outcomes. As a Business Operations Director - Transformation & Strategic Initiatives at JPMorgan Chase within the Consumer & Community Banking Operations team, you will define and execute a multi-year transformation roadmap. You will leverage industry best practices and emerging technologies to deliver end-to-end improvements in customer and employee experiences. This role requires strong collaboration with senior leadership, business partners, and external advisors. You will ensure alignment with strategic objectives and deliver measurable wins along the way. The position is based in Columbus, OH; Wilmington, DE; Indianapolis, IN; Heathrow, FL; or Tampa, FL. You will serve as a thought leader in operations, bringing expertise in large-scale change initiatives and consulting or advisory roles. The role involves championing a culture of innovation, agility, and continuous improvement. You will oversee operational risk identification and mitigation, ensuring compliance with regulatory requirements. The successful candidate will inspire and mentor teams, fostering collaboration and high performance. This is an opportunity to drive transformation at scale and influence the strategic direction of our operations function. Job Responsibilities * Define and communicate a compelling vision for the future of operations, aligned with organizational goals and industry trends. * Lead the design and delivery of large-scale transformation programs to enhance efficiency, customer experience, and risk management. * Build and maintain strong relationships with senior leadership, business partners, and external advisors to ensure alignment and successful execution. * Champion a culture of innovation, agility, and continuous improvement using structured change management methodologies. * Oversee the identification and mitigation of operational risks, ensuring robust controls and regulatory compliance. * Inspire, mentor, and develop high-performing teams, fostering an open and collaborative culture. * Develop and present robust business cases for strategic initiatives. * Manage multiple priorities and deliver results under tight deadlines. * Leverage data, technology, and process reengineering to drive operational improvements. * Monitor progress and measure outcomes to ensure sustained results. * Serve as a trusted advisor to stakeholders at all levels. Required Qualifications, Capabilities, and Skills * Several years experience as an Executive Director or similar external position * Minimum of 10 years of experience in operations and/or technology, ideally in consumer banking. * Bachelor's degree in Business Administration, Operations Management, or a related field. * Proven track record of leading complex, cross-functional initiatives in a highly regulated environment. * Experience in consulting or advisory roles, with demonstrated ability to influence at the executive level. * Strong analytical and problem-solving skills. * Excellent communication and interpersonal skills. * Demonstrated ability to manage multiple priorities and deliver results under tight deadlines. * Experience with structured change management methodologies (e.g., Prosci ADKAR). * Ability to develop and present robust business cases. * Strong stakeholder engagement skills and team leadership and talent development. Preferred Qualifications, Capabilities, and Skills * Strong understanding of consumer banking operations and technology. * MBA or advanced degree preferred. * Experience with data-driven transformation initiatives. * Familiarity with industry best practices in operational excellence. * Ability to foster a culture of innovation and continuous improvement. * Experience working with external advisors and consultants.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

_This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Saint Petersburg, FL; Memphis, TN; Southfield, MI; or New York, NY._ The Fraud Investigations & Reporting Analyst is responsible for conducting comprehensive investigations into potential fraud and suspicious activity across various channels, including account surveillance, branch escalations, and regulatory inquiries. This role involves analyzing transactions, performing due diligence, drafting Suspicious Activity Reports (SARs), and collaborating with internal and external stakeholders to mitigate fraud risk and respond to potential fraud events. **Knowledge of** + Concepts, practices and procedures of the securities industry and/or banking compliance reviews. + External and internal fraud typologies, detection methods, and regulatory reporting requirements. + Research tools and practices, such as internet research and third-party systems (e.g., LexisNexis). + Fraud surveillance systems, case management tools, and SAR filing practices. + Rules and regulations of the USA PATRIOT Act, Bank Secrecy Act, Regulation E, Reg S-ID, and any other applicable fraud-related regulatory or industry rules and guidance. **Skill in** + Identifying irregularities and red flags. + Performing critical analysis supported by clear and accurate documentation. + Drafting clear, concise, and compliant alert, case and SAR narratives and e-mails. + Cross-functional collaboration and stakeholder communication. + Investigating compliance issues and irregularities. + Making risk-based decisions, using creativity, resourcefulness, expertise, and sound due diligence. + Time management and prioritization in a high-volume environment. + Written and verbal communication. + Administering anti-fraud policies and procedures. + Planning and scheduling work to meet organizational and regulatory requirements. + Operating standard office equipment and using required software applications. **Ability to** + Work independently as well as collaboratively and manage complex investigations with minimal supervision. + Complete high-volume, deadline-driven work in a timely manner, with a focus on quality and compliance. + Use sound judgment supported by research and expertise make informed decisions in response to potential fraud. + Communicate effectively with associates and investigators as well as management, senior management, and internal and external stakeholders (both verbally and through written correspondence). + Receive and apply feedback on work product and practices. + Prioritize work effectively. + Adapt to evolving fraud threats and regulatory changes. + Gather information, identify linkages, trends, and significance and communicate findings. + Interpret and apply regulations and identify and recommend compliance changes as appropriate. + Provide a high level of customer service. + Establish and maintain effective working relationships at all levels of the organization. + Maintain confidentiality and exercise sound judgment. + Foster a culture of integrity, accountability, and continuous improvement. **Licenses/Certifications** + CFE required or the ability to obtain in 12 months + CAMS preferred + SIE and/or Series 7 preferred **Travel Required:** + Yes, 10 % of the Time

JobID: 210689796 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $76,000.00-$112,000.00; Brooklyn,NY $76,000.00-$112,000.00 Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs. Job responsibilities * Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal; * Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation); * Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews; * Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk; * Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned; * Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions; * Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed Required qualifications, capabilities and skills * Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit; * Bachelor's degree or equivalent experience required; * Knowledge of OFAC regulatory requirements; * Banking experience inclusive of knowledge on banking processes, products, and controls; * Ability to work independently on multiple assignments and meet deadlines in a fast paced environment; * Advanced problem solving and critical thinking skills; * Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management Preferred qualifications, capabilities and skills * Proven experience and extensive familiarity working in a complex multi-national organization