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State Street jobs in Scottsdale, AZ - 278 jobs

  • ETF Sales Associate, Officer - State Street Global Advisors

    State Street 4.1company rating

    State Street job in Scottsdale, AZ

    Are you interested in being in one of the fastest growing segments of the financial services industry? Are you passionate about joining a premier asset management firm as part of their talented and dynamic distribution team? At State Street Global Advisors, we are looking for an ETF Sales Associate to join our ETF Sales Desk office. In this role, you will be responsible for driving business with clients in the highest areas of concentrated wealth within a specific territory. In addition to having direct ownership of intermediary clients, you will also collaborate with your external Regional Consultant to increase SPDR market share within their territory. Location: Scottsdale, AZ Responsibilities: Sales planning: in conjunction with the external Regional Consultant, align and execute territory business plans to improve the distribution of SPDR ETFs among financial advisors Sales process: orchestrate a team selling process, using the expertise and resources within SPDR and State Street Global Advisors to deliver a full array of solutions Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails) Business leadership: deliver risk excellence and support the business as a whole through internal and external relationship development Required Qualifications: Series 7 and 63 preferred Bachelor's degree, Masters or other advanced degree preferred At least 3+ years financial services experience Superior oral and written communication skills A strong familiarity of investment products and services, knowledge of ETFs a plus Willingness and ability to travel periodically Preferred Qualifications: Experience in wealth management industry Familiarity with State Street and/or SPDR ETFs Progress towards CIMA, CFA, CFP, MBA and/or advanced degree Existing relationships within the intermediary channel are useful, but not required Intellectual curiosity and genuine interest in the industry and capital markets About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $55,000 - $88,750 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $55k-88.8k yearly Auto-Apply 24d ago
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  • ETF Internal Sales Associate, Senior Associate

    State Street 4.1company rating

    State Street job in Scottsdale, AZ

    Are you interested in being in one of the fastest growing segments of the financial services industry? Are you passionate about joining a premier asset management firm as part of their talented and dynamic distribution team? At State Street Investment Management, we are looking for an ETF Sales Associate to join our ETF Sales Desk office. In this role, you will be responsible for driving business with clients in the highest areas of concentrated wealth within a specific territory. In addition to having direct ownership of intermediary clients, you will also collaborate with your external Regional Consultant to increase SPDR market share within their territory. Responsibilities: Sales planning: in conjunction with the external Regional Consultant, align and execute territory business plans to improve the distribution of SPDR ETFs among financial advisors Sales process: orchestrate a team selling process, using the expertise and resources within SPDR and State Street Investment Management to deliver a full array of solutions Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails) Business leadership: deliver risk excellence and support the business as a whole through internal and external relationship development Required Qualifications: Must obtain FINRA SIE, Series 7 and Series 63 within 6 months of start date. Bachelor's degree, Masters or other advanced degree preferred Superior oral and written communication skills A strong interest in obtaining knowledge of investment products and services, ETFs, and financial advice industry. Willingness and ability to travel periodically. Preferred Qualifications: Experience in wealth management Familiarity with State Street Investment Management offerings Intellectual curiosity and genuine interest in the industry and capital markets Existing relationships within the intermediary channel are useful, but not required. Progress towards CIMA, CFA, CFP, MBA and/or advanced degree FINRA SIE, Series 7 and Series 63 Salary Range: $52,000 - $84,760 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $52k-84.8k yearly Auto-Apply 25d ago
  • CIB Client Service Account Manager- United States- 2026 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    Tempe, AZ job

    JobID: 210688159 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $68,000.00-$100,500.00; Jersey City,NJ $78,000.00-$113,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Client Services supports a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
    $78k-113k yearly Auto-Apply 52d ago
  • Insurance Svc Manager II

    Jpmorgan Chase 4.8company rating

    Tempe, AZ job

    Be part of JPMorganChase's Wholesale Lending Services group! Join our Central Insurance Team and be the compliance expert we're looking for. As an Insurance Service Manager II within JPMorganChase, you will play a pivotal role in ensuring the quality and timeliness of insurance servicing activities. Your expertise in reviewing assets and collateral for appropriate insurance coverage will be crucial in maintaining the integrity of our loan portfolio. You will be expected to identify trends, root causes of errors, and propose solutions to enhance our servicing guidelines. Your proficiency in conflict management and critical thinking will be key in liaising with various departments and external vendors, ensuring compliance with policies and procedures. Your advanced strategic planning and time management skills will enable you to effectively prioritize tasks, manage change, and drive continuous improvement in our lending services. **Job responsibilities** + Conduct comprehensive reviews of assets and collateral to ensure appropriate insurance coverage, utilizing advanced knowledge of insurance servicing and lending services. + Analyze and report on the quality and timeliness of insurance servicing activities, identifying trends and root causes of errors to enhance servicing guidelines. + Collaborate with internal departments and external vendors to ensure compliance with policies and procedures, leveraging proficient conflict management skills. + Prioritize and manage tasks effectively, utilizing advanced time management and strategic planning skills to drive continuous improvement in lending services. + Contribute to the development and implementation of process improvements, utilizing problem-solving skills and a keen attention to detail. **Required qualifications, capabilities, and skills** + Three or more years of experience in insurance servicing, with a focus on reviewing assets and collateral for appropriate coverage. + Demonstrated proficiency in analyzing and reporting on the quality and timeliness of insurance servicing activities. + Proven ability to identify trends and root causes of errors in insurance servicing, and propose effective solutions. + Advanced skills in strategic planning and time management, with a track record of driving continuous improvement in lending services. + Proficient in conflict management, with experience in liaising with various departments and external vendors to ensure compliance with policies and procedures. **Preferred qualifications, capabilities, and skills** + Proficient in leveraging AI/ML to enhance insurance processes and improve decision-making capabilities. + Skilled in overseeing project management activities to ensure timely and successful delivery. + Strong ability to build and influence relationships, with excellent written, oral, and interpersonal communication skills. + Capable of identifying opportunities for process enhancements and implementing best practices 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
    $93k-122k yearly est. 13d ago
  • DOI Recruitment Lead - Wealth Management

    Jpmorgan Chase & Co 4.8company rating

    Phoenix, AZ job

    JobID: 210680999 JobSchedule: Full time JobShift: : Join a dynamic team at JPMorgan Chase and help shape the future of talent acquisition in Wealth Management. Grow your career while making a meaningful impact by developing innovative, data-driven recruitment strategies and building strong partnerships. Be part of a global organization that values your skills, invests in your professional development, and expects excellence in both planning and follow-through. As a DOI Recruitment Lead within the JPMorgan Wealth Management team, you will define, develop, and execute inclusive recruitment strategies and events from initial concept through post-event evaluation. You will lead initiatives to broaden the talent pipeline for client-facing advisory roles, leverage data and market analysis, and partner with senior leaders to deliver on recruitment goals. Success in this role requires not only creative concept development but also rigorous follow-through and seamless planning to ensure every initiative is fully realized and impactful. You will play a critical role in achieving and maintaining JPMorgan Chase's DOI objectives through inclusive hiring events, extensive reporting, and by embedding DOI principles into every aspect of the recruitment process. Job responsibilities: * Design, plan, and manage all aspects of DOI recruitment events, ensuring each initiative is carried through from concept to completion with meticulous attention to detail. * Proactively develop innovative event themes, agendas, and programming that advance DOI goals and resonate with a wide range of audiences. * Coordinate event logistics, manage budgets, secure venues, and oversee registration and materials, ensuring seamless execution. * Create and implement strategies to promote events to candidates and communities, maximizing reach and impact. * Work closely with HR, communications, marketing, and other departments to integrate DOI principles and ensure alignment with broader organizational goals. * Act as a proactive advocate for DOI, helping to embed these principles across the organization and within all recruitment activities. * Demonstrate a commitment to seeing projects through to completion, with clear accountability for outcomes and post-event evaluation. * Measure ROI, communicate outcomes to stakeholders, and prepare extensive reporting on recruitment and event results. * Provide expert advice on inclusive recruiting techniques and market strategies, leveraging data analytics for informed decision-making. * Identify and deepen partnerships with inclusive organizations and internal teams to support recruitment objectives. Required qualifications, capabilities, and skills: * 5+ years of recruitment experience, with a proven track record of concept development and successful event execution * At least two years managing recruitment project plans and budgets, with demonstrated follow-through and accountability * 2+ years developing inclusive recruitment strategies and inclusive events * 2+ years in recruitment leadership or change management * Strong organizational, problem-solving, and analytical skills * Experience with data analytics and reporting * Ability to work independently in dynamic environments and manage multiple priorities seamlessly * Digitally savvy with innovative communication skills * Collaborative with strong relationship-building skills * Demonstrates empathy and inspires cultural change * Familiarity with event management software and digital marketing strategies Preferred qualifications, capabilities, and skills: * Experience in Financial Services * Success working in matrix organizations * Experience with generational insight and interviewing skills * Experience hosting inclusive hiring events and DOI workshops * Experience with competitive intelligence and market analysis * Experience with Affirmative Action goals * Experience with best practice sharing forums
    $70k-95k yearly est. Auto-Apply 60d+ ago
  • Technology Support II - Production Management, Issues Management

    Jpmorgan Chase 4.8company rating

    Tempe, AZ job

    Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation. As a Technology Support II team member in Commercial & Investment Bank Payments Technology team, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement. **Job responsibilities** + Ensure timely and accurate resolution of Issues Management cases. This requires you to conduct research, identify and coordinate work activity between stakeholders in a matrix organization and manage the lifecycle of the issue until resolved + Effectively communicate analysis of issues to internal and external stakeholders as directed + Builds and maintains strong relationships with Relationship Managers, Client Service Account Managements and Technology teams to identify process improvement opportunities + Ensures cases are resolved within established timelines for completion **Required qualifications, capabilities, and skills** + 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services + Should have experience in a Customer or Client Facing related role + Experience with AWS Snowflake, AWS Splunk, Oracle Database and SQL query experience writing and modifying complex queries + Excellent communication skills, organizational skills and time management skills + Excellent technical skills and business acumen related to data management and payments processing + Knowledge of applications or infrastructure in a large-scale technology environment on premises or public cloud + Exposure to observability and monitoring tools and techniques + Familiarity with processes in scope of the Information Technology Infrastructure Library (ITIL) framework **Preferred qualifications, capabilities, and skills** + Knowledge of one or more general purpose programming languages or automation scripting + Experience with help desk ticketing systems + Ability to influence and lead technical conversations with other resolver groups as directed + Exposure to observability and monitoring tools and techniques + Experience in Large Language Models (LLM) and Agentic AI 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
    $54k-79k yearly est. 44d ago
  • 2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

    Jpmorgan Chase & Co 4.8company rating

    Scottsdale, AZ job

    JobID: 210690291 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Greenvale,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; Boston,MA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00; Cleveland,OH $100,000.00-$100,000.00 If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job Responsibilities: * Work with a team of advisors and specialists to bring in new clients and serve existing clients * Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's. * Expected graduation date between December 2027 and June 2028. * Currently attending a college/university in the U.S. * Highly driven, inquisitive, and proactive, with a strong desire to learn. * Enjoys working in teams to develop complex solutions. * Exceptional interpersonal, communication, analytical, and problem-solving skills. * Excellent organizational skills with the ability to multitask in a fast-paced environment. * Demonstrates good judgment and discretion with confidential information. * Genuine interest in financial markets and macro-level economic trends. * Aspires to work with external clients in a relationship-building and sales capacity. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA South Bay, CA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 14d ago
  • Associate Regional Consultant - Model Portfolios, AVP - State Street Investment Management

    State Street 4.1company rating

    State Street job in Scottsdale, AZ

    We are currently hiring a sales distribution role within State Street Investment Management's U.S. Wealth Business. In this role, you will work with a team of model distribution professionals to build relationships with financial advisors in the Broker Dealer Channel within the Intermediary Wealth organization. This dynamic team member will be provided with a select list of advisors to penetrate and cultivate relationships with, through digital methods (phone calls, Zoom, etc.) and territory travel, while competitively positioning our suite of model offerings. You should be recognized as a reliable and trusted advisor and champion the Americas Wealth agenda. The position will be a hybrid sales role, with focused travel and time in the office. As Associate Regional Consultant, Model Portfolios: You will effectively educate clients and prospects on our product line's features and benefits and what differentiates SSIM from our competitors with a primary focus on model portfolios and a secondary focus on individual SPDR ETFs. You will identify the needs of our clients varying business practices and regularly provide compelling solutions, market insights, investment ideas, and sales support. You will have a keen investment acumen and operate as an expert on State Street Investment Management & SPDR ETFs portfolio management expertise, maintaining a deep knowledge of positioning, holdings, and investment results. You will personally own and be accountable for key clients, prospects, and CIOs across the Intermediary Wealth organization. You will cultivate new and existing relationships and drive overall Net New Revenue and Net New Assets in SSIM Model Portfolios. You will be responsible for leading and coordinating travel throughout the region with various partner firms including TAMP and advisory platform partners. Additionally, coordinate partner travel with internal and external SSIM distribution partners. You will build and maintain relationships with key internal business partners, including Internal & External Sales, Marketing, Research, and Client Enablement Teams to effectively deliver model resources to clients, including comparative analytics, capital markets insights and actionable investment ideas. You will facilitate an understanding of the Americas Wealth business and its strategy and priorities. You will deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards. You will demonstrate initiative to continuously hone sales skills and pursue professional development, inclusive of the effective use of business intelligence/data to drive NNA and ANNR. These skills will help you succeed in this role: Bachelor's degree required Series 7 and 63 licensed Minimum 3-5 years of sales experience Strong product knowledge of model portfolios, ETFs, mutual funds, separate accounts, and related products Self-motivated individual that can work both independently and within a team structure Demonstrate integrity; high energy and motivation to succeed Extraordinary verbal and written communication and sales presentation skills High energy, motivated individual, with a dedication to excellence Ability to learn and adapt quickly while applying creativity Focused travel as needed (~70% of the time to be spent in the SSIM home office, remaining 30% traveling to client offices, events, roadshows, etc.) Salary Range: $70,000 - $130,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $70k-130k yearly Auto-Apply 18d ago
  • Loan Origination Specialist IV

    Jpmorgan Chase & Co 4.8company rating

    Tempe, AZ job

    JobID: 210694442 JobSchedule: Full time JobShift: : Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution. As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth. Job responsibilities * Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards. * Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively. * Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction. * Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness. * Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements. Required qualifications, capabilities, and skills * Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations. * Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions. * Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions. * Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust. * Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes. Preferred qualifications, capabilities, and skills * Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution. * Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support. * Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness. * Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight. * Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations. * Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives. Same Posting Description for Internal and External Candidates
    $80k-111k yearly est. Auto-Apply 27d ago
  • Third Party Risk Management - Data Reporting Consultant

    Northern Trust 4.6company rating

    Tempe, AZ job

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Leads in the Third-Party Risk governance framework in the 1st Line of Defence, with oversight and reporting to enterprise leadership on related risk and control profile, issues / incidents and any relevant emerging risks Works with Vendor Managers to ensure that Third Party Risk policies and guidelines are adhered to, and provide actionable support and guidance to the Business Escalates any concerning trends to Senior Management. This may include (but not limited to) oversight and monitoring of emerging risks, weaknesses in controls and material change programs, deterioration in service / performance standards, and provide guidance on mitigating actions Assists in review of internal and external Third-Party Risk related events and issues, to ensure that the root cause is adequately identified and remediation actions are fit for purpose Works to ensure appropriate oversight / governance of intra-group arrangements is in place, and changes to business models are accurately reflected in applicable group documentation. This may include liaising (as needed) with Legal Entity Outsourcing Managers Assists in the support of local regulatory and audit engagements pertaining to Third Party Risk; this includes supporting remediation activities Supports Third Party Risk awareness and risk management culture in order to ensure that the material risks are both evident and effectively managed Exercises judgment based on the analysis of multiple sources of information Able to lead cross functional or complex projects with manageable risks and resource requirements Acts as a subject matter expert for all team members, substitutes for manager when required Working with Data Architects from specific source data stewards Other areas to include: ETL (Extract, Transform, Load) * Design and implement ETL workflows using tools such as SSIS, Power Query, or cloud-based integration platforms. * Ensure data quality and integrity during extraction and transformation processes. * Optimize ETL pipelines for performance and scalability across large datasets. Data Modeling * Develop and maintain logical and physical data models to support reporting and analytics. * Implement dimensional modeling techniques for star and snowflake schemas. * Collaborate with stakeholders to align data models with business requirements and governance standards. Transactional SQL * Write and optimize complex SQL queries for transactional systems and reporting needs. * Create stored procedures, views, and functions to support data operations. * Troubleshoot and tune SQL queries for performance in high-volume environments. Power BI * Connect to diverse data sources and build interactive dashboards and reports in Power BI Desktop and Service. * Implement row-level security and manage workspaces for secure data sharing. * Configure scheduled refresh and optimize datasets for performance. Collecting Business Requirements * Engage with business stakeholders to gather and document reporting and analytics requirements. * Translate business needs into technical specifications for data models and reports. * Validate requirements through iterative feedback and prototype development. Salary Range: $74,200 - 126,200 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $74.2k-126.2k yearly Auto-Apply 60d+ ago
  • RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management

    State Street Corporation 4.1company rating

    State Street Corporation job in Scottsdale, AZ

    We are currently hiring for a distribution role within State Street Investment Management's Client Coverage Group. This position is part of our U.S. Wealth team and is focused on building and expanding relationships with the largest and fastest‑growing RIA firms in the country. The Regional Consultant will partner directly with executive teams and key decision‑makers across Enterprise RIAs to drive business development, product placement, and sales activation. The role serves as a trusted advisor and represents the U.S. Wealth Group's distribution efforts across the Enterprise RIA landscape. Key Responsibilities: * Own and grow key client and strategic relationships with executive teams at the largest Enterprise RIAs in the US * Develop and maintain ongoing account plans for each Enterprise RIA, reviewed quarterly to assess progress, challenges, budget deployment, and ROI * Identify client needs across diverse business models and deliver relevant market insights, product information, investment ideas, and sales support. * Demonstrate strong investment acumen and act as an expert on SSIM's portfolio management capabilities, including product positioning, holdings, and investment results * Educate clients and prospects on the full suite of State Street Investment Management solutions, including what differentiates our offerings from competitors * Drive Net New Assets (NNA) and Net New Revenue (NNR) by cultivating new relationships and deepening engagement with existing partners across concentrated areas of wealth * Lead and coordinate national travel with key sub‑advisory partners and index providers such as World Gold Council, DoubleLine Capital, Blackstone, and Bridgewater Associates * Leverage centers of influence across the RIA ecosystem, including custody and TAMP partners like Charles Schwab, Fidelity, Orion and Envestnet * Build and maintain relationships with key internal business partners, including State Street Corporation, SSIM Finance, Client Experience Team, Marketing, Research, and Client Enablement Teams to deliver SSIM's resources to clients, including comparative analytics, capital markets insights and actionable investment ideas * Promote awareness of State Street Investment Management's strategy and priorities across Enterprise RIA accounts * Mentor internal team members and contribute to a culture of knowledge sharing and professional development. * Demonstrate risk excellence and uphold the highest ethical standards in all client and internal interactions. * Pursue continuous improvement by refining sales skills and staying current on industry trends, product developments, and best practices * Travel extensively throughout the US to meet with clients in their office locations, attend conferences and partner meetings These skills will help you succeed in this role: * Bachelor's degree required * FINRA Series 7 and 63 licenses required * CFA, CIMA, or similar industry designations preferred * Minimum 7 years of experience in the investment management, with at least 5 years sales or business development * Strong investment acumen and technical proficiency across ETFs, mutual funds, SMAs, and model portfolios * Proven ability to work both independently and collaboratively within a fast‑paced, client‑facing environment * Strong communication, presentation, and relationship‑building skills * Demonstrated leadership, initiative, and commitment to excellence * Ability to adapt quickly, think creatively, and operate with sound judgment * Willingness to travel extensively, manage a dynamic schedule, and work autonomously while on the road Salary Range: $115,000 - $216,250 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $115k-216.3k yearly 2d ago
  • Virtual Banker III - Plano TX, Columbus OH, Tempe AZ

    Jpmorgan Chase & Co 4.8company rating

    Tempe, AZ job

    JobID: 210686991 JobSchedule: Full time JobShift: : 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 a Virtual Banker III within Consumer Banking, 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. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities * Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. * Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. * Partner with One Chase Partners to connect customers to experts for specialized financial needs. * Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. * Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. * Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. * Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. * Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. * Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. * Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. * Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. * Strong relationship-building skills, showing genuine care and concern during client interactions. * Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. * Proficiency in quickly and accurately learning products, services, and procedures. * Ability to work collaboratively as a team to deliver seamless service with care and sincerity. * Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. * Proven client service experience or comparable experience. * High school diploma, GED, or equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Experience adhering to banking policies, procedures, and regulatory requirements. * Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. * College degree or military equivalent. 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: *********************************************************************
    $58k-110k yearly est. Auto-Apply 10d ago
  • Data Domain Architect and Reporting: Senior Associate

    Jpmorgan Chase 4.8company rating

    Tempe, AZ job

    Join our core analytics and reporting group in Global Real Estate Finance, where your expertise in Alteryx and AI will drive strategic real estate decisions. Collaborate globally, impact firm-wide strategies, and deliver high-quality automation and analytics. Advance your career by working with senior management and key stakeholders. Enjoy opportunities for growth, skill development, and making a meaningful difference. As a Space Management Data Domain Architect and Reporting Senior Associate in Global Real Estate Finance, you will design and deliver advanced analytics and automation solutions. You will manage and optimize data architecture, collaborate with cross-functional teams, and provide critical insights for strategic planning. Your work will directly influence real estate occupancy, cost allocation, and firm-wide decision-making. You will mentor team members and support global projects, ensuring high standards and impactful results. Work closely with finance, real estate, HR, and technology teams to manage office portfolio data and support key business decisions. Contribute to the implementation of change efforts and deliver presentations to executive management. Your role will help shape the future of real estate strategies at JPMorgan Chase. Job Responsibilities + Develop infrastructure and data layer solutions for standardized datasets + Implement data management practices for secure information handling + Manage centralized data and enforce data quality for dashboard analytics + Assess and optimize workforce, location, and data architecture + Automate manual processes using AI and machine learning + Design and develop advanced analytics models and dashboards + Educate and advise stakeholders on AI and analytics + Partner with cross-functional teams for data collaboration + Support key business decisions and change efforts + Deliver presentations and incorporate feedback + Mentor team members in analytics tools and best practices Required Qualifications, Capabilities, and Skills + Minimum of 3 years of hands-on experience in data analytics + Demonstrated hands-on experience designing, developing, and optimizing Alteryx workflows + Ability to leverage Alteryx for data integration, transformation, and automation + Experience applying AI and machine learning techniques to data analysis + Familiarity with AI/ML frameworks and tools for predictive analytics + Proven ability to analyze and synthesize large, complex datasets + Proficient in managing structured and unstructured data, query languages, and cloud-based tools + Advanced proficiency in Microsoft Excel + Self-motivated and able to work independently + Exceptional problem-solving skills + Meticulous attention to detail and quality assurance Preferred Qualifications, Capabilities, and Skills + Collaborative team player with excellent interpersonal and communication skills + Capable of managing multiple priorities and performing under pressure + Skilled at organizing and structuring data with strong business context + Experience supporting global teams and projects + Ability to deliver presentations to executive management + Track record of driving progress toward business goals + Experience mentoring and guiding team members in analytics and AI methodologies ***Relocation assistance is not available for this role. 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
    $64k-92k yearly est. 9d ago
  • Merchant Services Business Development Sales Associate

    Jpmorgan Chase & Co 4.8company rating

    Tempe, AZ job

    JobID: 210686147 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $100,000.00-$120,000.00; New York,NY $100,000.00-$120,000.00; Brooklyn,NY $100,000.00-$120,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Sales Associate in Merchant Services, you will assist in contributing to new sales targets and portfolio revenue growth by supporting Merchant Services Business Development Officers. You will actively engage in meetings, seminars, client calls, etc. and develop a network of contacts. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Business Development, Relationship Management, or other functional areas within Merchant Services. Job responsibilities * Engage in activities such as call preparation, pitch books, and customer research that assist Merchant Services Business Development Officers in driving profitable revenue through selling * Ensure all client/prospect-facing materials are current and compliant * Develop account plans, briefing memos, and an understanding of competitors' products, positioning, and their shares of wallet within the client/prospect * Coordinate with product partners to develop solutions to identify cross-selling and client growth opportunities * Work with Business Development Officers on proposals including cost/benefit analysis, pricing, profitability models, and ensuring correct pipeline reporting * Understand segment strategies to assist in developing recommendations and/or opportunities and proposal/pitch book generation * Ensure efficient and effective onboarding of new clients and new services * Assist in finalizing sales through documentation coordination/negotiation and smooth handoff to implementation team * Coordinate Credit Risk, Know Your Customer, and other hierarchies with assigned Business Development Officers and Underwriters * Develop broad and deep knowledge of Merchant Services products and their application for clients/prospects * Identify and complete additional career development training (e.g., sales, credit, executive presence) Required qualifications, capabilities, and skills * Bachelor's degree or equivalent experience * Exceptional verbal and written communication skills * Strong organizational and planning skills * Ability to prioritize multiple initiatives * Strong interpersonal and relationship building skills * Client management experience * Ability to understand the Commercial Banking division and demonstrate the ability to speak to the firm's priorities, activities, and financial condition and performance
    $100k-120k yearly Auto-Apply 42d ago
  • U.S. Private Bank - Associate - National Client Team

    Jpmorgan Chase & Co 4.8company rating

    Phoenix, AZ job

    JobID: 210673472 JobSchedule: Full time JobShift: : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate client referrals and acquire new assets from existing client base * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach * Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, Skills * Three plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
    $25k-47k yearly est. Auto-Apply 60d+ ago
  • Technology Support III - Production Management, Issues Management

    Jpmorgan Chase 4.8company rating

    Tempe, AZ job

    Propel operational success with your expertise in technology support and a commitment to continuous improvement. As a Technology Support III team member in Commerical & Investment Bank - Production Management team, 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:** + Serve as a Senior SME within the Issues Management Team + Ensure timely and accurate resolution of production issues. This requires you to conduct research, identify and coordinate work activity between stakeholders in a matrix organization and manage the lifecycle of the issue until resolved + Effectively communicate root cause analysis of issues to internal and external stakeholders as directed + Builds and maintains strong relationships with JPMC business partners and technology teams to identify process improvement opportunities + Collaborates with JPMC business partners and technology teams to understand application functions and related downstream processing components + Leads and ensures assigned project activities are completed within established timelines **Required qualifications,capabilities and skills:** + 3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services + Bachelor's degree or minimum 7+ years or relevant experience in performing complex research, troubleshooting, resolving and writing Advanced SQL queries + Demonstrated strong technical skills, business acumen related to data management, performing complex research and Merchant Services payments processing + Experience with SQL, Oracle Database, AWS Cloud, AWS Snowflake, Splunk, Unix and Linux Commands + Excellent communication skills, organizational, time management skills and client facing experience + Ability to work independently with minimal supervision as well as collaborate within a group + Experience with incident management, production support and problem management processes + Experience with Large Language Models (LLM) and experience in automation **Preferred qualifications, capabilities and skills:** + Ability to influence and lead technical conversations with other resolver groups as directed + Executive Presence including summarizing, recommending and presenting issues as well as solutions to Senior Managers and Executive Leadership as requested + Able to influence internal stakeholders and peers and spearhead process improvement initiatives within Production Management + Collaborates with Application Management and Development teams to understand application functions and related downstream processing components 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
    $54k-79k yearly est. 44d ago
  • Business Banking Risk - Special Credits Specialist III

    Jpmorgan Chase & Co 4.8company rating

    Tempe, AZ job

    JobID: 210682809 JobSchedule: Full time JobShift: Day : 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 a Special Credits Specialist you will get to support Credits Officers with administration of problem credit loans, along with preparing management reports and administration of reporting. You're a team player and you get to participate in the ownership of Chase's internal customer satisfaction through timely follow-up and resolution of issues. If you are someone who enjoys a collaborative environment this could be your next role. We work closely together as a unit and are opening our doors to new members that have a team-player mindset. No day is the same here, and you'll be able to get creative when it comes to problem solving. Job Responsibilities * Manage all aspects of the loan process and follow up on vendor work to ensure completion. * Coordinate loan documentation and facilitate successful loan closings. * Generate and work reports to support the workout process, including maturity, delinquency, and exceptions. * Contact customers via email or letter to request required financial information. * Process advances, payments, overdrafts, invoices, check requests, booking packages, maintenance requests, and research requests. * Handle mail processing, including sending legal packages and loan documentation to outside counsel. * Adhere to regulatory requirements and compliance standards in all activities. * Multi-task efficiently and maintain a strong sense of urgency in daily operations. * Pass quality control and quality assurance tests on all tasks performed. Required Qualifications, Capabilities, and Skills * Requires 2+ years of total related experience in the financial industry or similar position in business loan processing, commercial lending support environment and/or loan operations. Along with having the ability to review and understand complex loan structures and business loan documentation. * Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer. * Proficient in Microsoft applications: Excel, Word, PowerPoint, SharePoint, and Outlook. * Demonstrated analytical/problem solving & follow-up skills. * General administrative skills: filing, typing, and organizing information. * Excellent oral and written communication skills, and ability to focus on accuracy with attention to detail. * Work effectively in a team environment, while assuming individual responsibility. A self-starter, and an independent thinker. Preferred Qualifications, Capabilities, and Skills * College degree preferred or High school degree/GED or foreign equivalent * Working knowledge of the Bank's products, services, policies/procedures and ability to follow policies/procedures. * Creative/Innovative process improvement skills
    $65k-89k yearly est. Auto-Apply 60d+ ago
  • 2027 Commercial & Specialized Industries Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Phoenix, AZ job

    JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment. How we're organized: As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks: * A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology. * A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication. Syndicated Finance Group Locations: Chicago, Houston Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience. Financial Sponsors Group Locations: New York, Chicago, Los Angeles FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions. In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job Responsibilities: Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. You'll make an impact by: * Working on financial models to support financing transactions * Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learning how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Developing an understanding of the full breadth of J.P. Morgan products and service offerings * Conducting client and prospect research to support business development efforts Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Birmingham (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * Phoenix * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City Who We Are Seeking: We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience. Required qualifications, capabilities and skills: * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028 * Candidates must be authorized to work permanently in the U.S. Preferred Qualifications: * Coursework in business, finance, or accounting a plus * Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. Our Mission: At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. * Your city preference should align with your current internship location. About Us: 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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. Equal Opportunity Employer/Disability/Veterans About the Team: Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
    $61k-86k yearly est. Auto-Apply 17d ago
  • U.S. Private Bank - Associate - National Client Team

    Jpmorganchase 4.8company rating

    Phoenix, AZ job

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate client referrals and acquire new assets from existing client base Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, Skills Three plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
    $25k-47k yearly est. Auto-Apply 60d+ ago
  • Technology Support III - Production Management, Issues Management

    Jpmorganchase 4.8company rating

    Tempe, AZ job

    Propel operational success with your expertise in technology support and a commitment to continuous improvement. As a Technology Support III team member in Commerical & Investment Bank - Production Management team, 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: Serve as a Senior SME within the Issues Management Team Ensure timely and accurate resolution of production issues. This requires you to conduct research, identify and coordinate work activity between stakeholders in a matrix organization and manage the lifecycle of the issue until resolved Effectively communicate root cause analysis of issues to internal and external stakeholders as directed Builds and maintains strong relationships with JPMC business partners and technology teams to identify process improvement opportunities Collaborates with JPMC business partners and technology teams to understand application functions and related downstream processing components Leads and ensures assigned project activities are completed within established timelines Required qualifications,capabilities and skills: 3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services Bachelor's degree or minimum 7+ years or relevant experience in performing complex research, troubleshooting, resolving and writing Advanced SQL queries Demonstrated strong technical skills, business acumen related to data management, performing complex research and Merchant Services payments processing Experience with SQL, Oracle Database, AWS Cloud, AWS Snowflake, Splunk, Unix and Linux Commands Excellent communication skills, organizational, time management skills and client facing experience Ability to work independently with minimal supervision as well as collaborate within a group Experience with incident management, production support and problem management processes Experience with Large Language Models (LLM) and experience in automation Preferred qualifications, capabilities and skills: Ability to influence and lead technical conversations with other resolver groups as directed Executive Presence including summarizing, recommending and presenting issues as well as solutions to Senior Managers and Executive Leadership as requested Able to influence internal stakeholders and peers and spearhead process improvement initiatives within Production Management Collaborates with Application Management and Development teams to understand application functions and related downstream processing components
    $54k-79k yearly est. Auto-Apply 46d ago

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