Director, General Lines (Commercial Insurance Sales)
Vice president job at USAA
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Are you a proven sales leader with a passion for achieving results and building high-performance teams? We are seeking a dedicated Director to lead a large-scale, multi-carrier contact center team serving businesses across all 50 states.
In this role, you'll provide effective coaching and support to a team of General Lines Managers and Agents with advanced knowledge of Commercial Lines Products. You'll champion a competitive sales culture focused on revenue growth, premium expansion, and multiline effectiveness. You'll also own full-funnel sales execution - managing inbound opportunities and outbound follow-ups - while demonstrating deep industry expertise to deliver exceptional outcomes. If you thrive in a fast-paced environment, excel at scoreboarding and coaching, and have a track record of exceeding high-reaching sales targets, this is your opportunity to shape the future of our commercial insurance distribution.
This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week.
What you'll do:
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Leads a team of managers to provide Commercial Lines needs assessment while employing industry knowledge of products and specialized coverages delivered through multiple Agency alliance carriers and broker markets
Supports achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management.
Uses knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success.
Leads transnational change in the commercial operational team.
Develops and implement sales culture while maintaining service excellence.
Maintains high degree of General Lines industry expertise and knowledge of business segment and industry trends to facilitate and support the technical and interpersonal skills development of manager direct reports and their teams.
Responsible for achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management.
Collaborates with internal and external partners (alliance carrier underwriting, product management) to ensure quality submissions and appropriate coverage.
Reviews key reporting results to include process adherence escalations and exceptions.
Works with external carriers and partners, using knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success.
Builds and leads a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years of insurance sales and service experience to include at least 4 years of High Value insurance experience, Commercial Lines Insurance, or Agency or Brokerage experience.
2 years of direct-to-consumer sales and service experience.
3 years of management or leadership experience.
2 years of Agency or Broker experience.
Understanding of Sales and Underwriting processes/practices.
Experience handling multiple carrier relationships and performance with the use of carrier systems and reporting capabilities.
Experience with Agency Management Systems.
Ability to work in dynamic and agile environment.
Ability to work in a multi-functional highly collaborative working group.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
What sets you apart:
Experience leading large-scale contact center operations (100+ agents) with hybrid/remote workforce management and full funnel ownership (inbound and outbound follow-up)
Deep expertise in multi-carrier commercial insurance sales, including operational alignment and relationship management with 20+ alliance carriers and broker markets
Comprehensive knowledge of commercial Business classification and multi-state regulatory compliance, ensuring quality submissions and appropriate coverage across all 50 states
Proficiency in contact center technology and CRM platforms, with a focus on optimizing sales workflows and agent productivity
Exceptional leadership skills, with experience leading larger groups of leaders and developing high-performing teams through recruiting, retention, and advanced coaching strategies
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $114,080 - $218,030.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyDirector, General Lines (Commercial Insurance Sales)
Vice president job at USAA
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Are you a proven sales leader with a passion for achieving results and building high-performance teams? We are seeking a dedicated Director to lead a large-scale, multi-carrier contact center team serving businesses across all 50 states.
In this role, you'll provide effective coaching and support to a team of General Lines Managers and Agents with advanced knowledge of Commercial Lines Products. You'll champion a competitive sales culture focused on revenue growth, premium expansion, and multiline effectiveness. You'll also own full-funnel sales execution - managing inbound opportunities and outbound follow-ups - while demonstrating deep industry expertise to deliver exceptional outcomes. If you thrive in a fast-paced environment, excel at scoreboarding and coaching, and have a track record of exceeding high-reaching sales targets, this is your opportunity to shape the future of our commercial insurance distribution.
This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week.
What you'll do:
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Leads a team of managers to provide Commercial Lines needs assessment while employing industry knowledge of products and specialized coverages delivered through multiple Agency alliance carriers and broker markets
Supports achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management.
Uses knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success.
Leads transnational change in the commercial operational team.
Develops and implement sales culture while maintaining service excellence.
Maintains high degree of General Lines industry expertise and knowledge of business segment and industry trends to facilitate and support the technical and interpersonal skills development of manager direct reports and their teams.
Responsible for achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management.
Collaborates with internal and external partners (alliance carrier underwriting, product management) to ensure quality submissions and appropriate coverage.
Reviews key reporting results to include process adherence escalations and exceptions.
Works with external carriers and partners, using knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success.
Builds and leads a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years of insurance sales and service experience to include at least 4 years of High Value insurance experience, Commercial Lines Insurance, or Agency or Brokerage experience.
2 years of direct-to-consumer sales and service experience.
3 years of management or leadership experience.
2 years of Agency or Broker experience.
Understanding of Sales and Underwriting processes/practices.
Experience handling multiple carrier relationships and performance with the use of carrier systems and reporting capabilities.
Experience with Agency Management Systems.
Ability to work in dynamic and agile environment.
Ability to work in a multi-functional highly collaborative working group.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
What sets you apart:
Experience leading large-scale contact center operations (100+ agents) with hybrid/remote workforce management and full funnel ownership (inbound and outbound follow-up)
Deep expertise in multi-carrier commercial insurance sales, including operational alignment and relationship management with 20+ alliance carriers and broker markets
Comprehensive knowledge of commercial Business classification and multi-state regulatory compliance, ensuring quality submissions and appropriate coverage across all 50 states
Proficiency in contact center technology and CRM platforms, with a focus on optimizing sales workflows and agent productivity
Exceptional leadership skills, with experience leading larger groups of leaders and developing high-performing teams through recruiting, retention, and advanced coaching strategies
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $114,080 - $218,030.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Assessments & Exercises Vice President - Offensive Security
Houston, TX jobs
JobID: 210553632 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $152,000.00-$260,000.00; Jersey City,NJ $152,000.00-$260,000.00; Chicago,IL $133,000.00-$225,000.00; Seattle,WA $152,000.00-$260,000.00
Contribute to leading-edge security and resilience efforts, advancing protective strategies and propelling continuous improvement.
As an Assessments & Exercises Vice President in the Cyber and Tech Controls line of business, you will contribute significantly to enhancing the firm's cybersecurity posture by using industry-standard assessment methodologies and techniques to proactively identify risks and vulnerabilities in people, processes, and technology. Design and deploy risk-driven tests and simulations (or manage a highly-skilled team that does) and inform analysis to clearly outline root-causes. In this role, you will evaluate preventative controls, incident response processes, and detection capabilities, and advise cross-functional teams on security strategy and risk management.
Job responsibilities
* Design and execute testing and simulations - such as penetration tests, adversary emulation assessments, collaborative technical controls assessments, and cyber exercises, and contribute to the development and refinement of assessment methodologies, tools, and frameworks to ensure alignment with the firm's strategy and compliance with regulatory requirements
* Evaluate controls for effectiveness and impact on operational risk, as well as opportunities to automate control evaluation
* Collaborate closely with cross-functional teams to develop comprehensive assessment reports - including detailed findings, risk assessments, and remediation recommendations - making data-driven decisions that encourage continuous improvement
* Utilize threat intelligence and security research to stay informed about emerging threats, vulnerabilities, industry best practices, and regulations. Apply this knowledge to enhance the firm's assessment strategy and risk management. Engage with peers and industry groups that share threat intelligence analytics
Required qualifications, capabilities, and skills
* 5+ years of experience in cybersecurity, with demonstrated exceptional organizational skills to plan, design, and coordinate the development of offensive security testing, assessments, or simulation exercises
* Knowledge of US financial services sector cybersecurity organization practices, operations risk management processes, principles, regulations, threats, risks, and incident response methodologies
* Ability to identify systemic security issues as they relate to threats, vulnerabilities, or risks, with a focus on recommendations for enhancements or remediation, and proficiency in multiple security assessment methodologies (e.g., Open Worldwide Application Security Project (OWASP) Top Ten, National Institute of Standards and Technology (NIST) Cybersecurity Framework) and offensive security testing tools
* Excellent communication, collaboration, and report writing skills, with the ability to document and explain complex technical details in a concise, understandable manner to individuals with a variety of both technical and non-technical backgrounds
* Strong understanding of the following: Windows/Linux/Unix/Mac operating systems; OS and software vulnerability and exploitation techniques; commercial or open-source offensive security tools for reconnaissance, scanning, exploitation, and post exploitation (e.g. Cobalt Strike, Metasploit, Burp Suite); networking fundamentals (all OSI layers, protocols); Infrastructure as a Service (IaaS) and Platform as a Service (PaaS) providers in both private and public (AWS, Azure) environments; DevOps; incident response; threat hunting; and familiarity with interpreting log output from networking devices, operating systems, and infrastructure services
* Manual penetration testing and assessments experience (beyond running automated tools) against a wide variety of applications including web, mobile, and thick clients, internal and external facing infrastructures
Preferred qualifications, capabilities, and skills
* Hold relevant industry certifications - such as Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), or those offered by Offensive Security (OSCP, OSEP, OSED, OSEE, OSCE), CREST (Certified Simulated Attack Specialist, Registered Penetration Tester, Certified Infrastructure Tester), or SANS (GPEN, GXPN, GWAPT) - showcasing advanced expertise in cybersecurity and offensive testing methodologies
*
* Technical knowledge or experience developing proof of concept exploits and in house scripting, using interpreted languages such as Python, Ruby, or Perl, compiled languages such as C, C++, C#, or Java, and security tools or technology such as Firewalls, IDS/IPS, Web Proxies, DLP
* Intelligence Community/Security Services background, knowledge of malware packing, obfuscation, persistence, exfiltration techniques, and understanding of financial sector or other large security and IT infrastructures
* Experience querying log sources within large centralized logging platforms, e.g. Splunk, Elastic, Cloudera
#CTC
Auto-ApplyPayments CTC Cybersecurity Architect - Vice President
Plano, TX jobs
JobID: 210677237 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $147,250.00-$225,000.00 Play a vital role in shaping the future of an iconic company and make a direct impact in a dynamic environment designed for top achievers.
As a Senior Lead Cybersecurity Architect at JPMorganChase within CIB Payments focused on our core payment rails and SWIFT network across high value, low value and real-time payments, you are an integral part of a team that works to develop high-quality cybersecurity solutions for various software applications and platform products. Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of cybersecurity challenges that span multiple technology domains.
Job responsibilities
* Guides the evaluation of current cybersecurity principals, processes, and controls, and leads the evaluation of new technology using existing standards and frameworks
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Works with stakeholders and senior leaders to recommend business modifications during periods of vulnerability
* Partner with Technology and Business teams to effectively model threats and mitigate risk across your coverage area
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Govern coverage area using qualitative and quantitative risk measurements
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* 8+ years of deep cybersecurity experience in complex environments
* Hands-on practical experience delivering enterprise level cybersecurity solutions and controls
* Strong advisory skills with proven experience in ensuring organizations implement secure solutions throughout their lifecycle
* Advanced knowledge of cybersecurity architecture, applications, and technical processes with considerable, in-depth knowledge in one or more technical disciplines (e.g., public cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Ability to evaluate current and emerging technologies to select or recommend the best solutions for the future state architecture
* Understanding of the external threat landscape, threat actors, adversary tactics & techniques, and industry trends
Preferred qualifications, capabilities, and skills
* Experience with Payments environments including key business processes and technology trends
* CISSP, CASP+ or equivalent certification
#CTC
Auto-ApplyPayments CTC Cybersecurity Architect - Vice President
Houston, TX jobs
JobID: 210677237 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $147,250.00-$225,000.00 Play a vital role in shaping the future of an iconic company and make a direct impact in a dynamic environment designed for top achievers.
As a Senior Lead Cybersecurity Architect at JPMorganChase within CIB Payments focused on our core payment rails and SWIFT network across high value, low value and real-time payments, you are an integral part of a team that works to develop high-quality cybersecurity solutions for various software applications and platform products. Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of cybersecurity challenges that span multiple technology domains.
Job responsibilities
* Guides the evaluation of current cybersecurity principals, processes, and controls, and leads the evaluation of new technology using existing standards and frameworks
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Works with stakeholders and senior leaders to recommend business modifications during periods of vulnerability
* Partner with Technology and Business teams to effectively model threats and mitigate risk across your coverage area
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Govern coverage area using qualitative and quantitative risk measurements
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* 8+ years of deep cybersecurity experience in complex environments
* Hands-on practical experience delivering enterprise level cybersecurity solutions and controls
* Strong advisory skills with proven experience in ensuring organizations implement secure solutions throughout their lifecycle
* Advanced knowledge of cybersecurity architecture, applications, and technical processes with considerable, in-depth knowledge in one or more technical disciplines (e.g., public cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Ability to evaluate current and emerging technologies to select or recommend the best solutions for the future state architecture
* Understanding of the external threat landscape, threat actors, adversary tactics & techniques, and industry trends
Preferred qualifications, capabilities, and skills
* Experience with Payments environments including key business processes and technology trends
* CISSP, CASP+ or equivalent certification
#CTC
Auto-ApplyVice President, B2B Client Solutions Specialist
Plano, TX jobs
JobID: 210660055 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $104,500.00-$170,000.00; New York,NY $118,750.00-$197,000.00 Are you looking to revolutionize traditional retail and online experiences? If so, you've found the right team!
As a B2B Payables Client Solution Specialist in the Commercial Bank's Payments organization, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales. You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams.
Job responsibilities
* Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives
* Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends
* Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
* Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
Required qualifications, capabilities and skills
* 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products, with a focus on commercial card and payables product set
* Strong technical expertise, payments industry knowledge and consultative experience to support complex solutioning and design sessions with clients and prospects
* Strong executive level presentation skills, including ability to consult and sell at the C-level
* Exceptional ability to understand client and prospect needs and turn needs into mandated business through solution-based selling that clearly articulates operational and financial benefits
* Ability to generate ideas to help coverage teams identify and drive the development of new business
* Excellent selling and negotiation skills always ensuring the full value of J.P. Morgan is clearly communicated
* Strong writing and analytical skills to support RFP responses, presentation content and ROI analysis development
* Demonstrated prior experience working in a highly matrixed and complex organization
Preferred qualifications, capabilities, and skills
* Applicable market/industry experience
* Diligence to maintain up-to-date and accurate pipeline reports.
* Team-oriented with the ability to develop strong working relationships with clients, peers, and cross-functional partners.
Auto-ApplyExperience Design Vice President - Legal Tools
Houston, TX jobs
JobID: 210676011 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $142,500.00-$205,000.00 Shape the future of user experience with strategic design initiatives that blend business needs and user insights.
As an Experience Design Vice President in the Office of Regulation and Document Governance, you will play a pivotal role in shaping the user experience across our products and services. Leveraging your deep knowledge of design and research practices to lead strategically important initiatives and develop innovative solutions that align with business requirements and user needs. As a subject matter expert, collaborate with cross-functional teams, guide, and mentor junior designers, and foster a culture of inclusivity and accessibility. Your expertise in experience strategy and inclusive design will ensure that our offerings are not only visually appealing but also accessible and user-friendly, enhancing the overall customer experience.
Job responsibilities
* Develop and execute design/research strategies for complex projects and ensure alignment with business objectives and user needs across multiple product areas
* Diagram service flows and product features, design wireframes, and prototype interactions for key touchpoints as you lead end-to-end design initiatives within a specific domain.
* Role-model the adoption of inclusive design practices and accessibility guidelines, mentor junior designers and foster a culture of diversity and inclusion
* Collaborate with cross-functional teams to integrate user experience design into the product development processes and ensure seamless and customer-centric solutions
* Analyze market trends, gather feedback from user research, and learn from data insights to inform design decisions and optimize user experiences across various platforms and channels
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in user experience design or similar roles
* Demonstrated ability to create visual representations of user journeys, such as storyboarding, wireframes, and prototypes
* Demonstrated experience in inclusive design and accessibility guidelines, with the ability to incorporate diverse perspectives and abilities into design solutions
* Proven ability to develop experiences that meet or exceed the initial proposal of a product or experience, including the development of transformational innovation strategies and the creation of 'north star' representations to drive customer-centric decision-making
* Advanced technical literacy, including an advanced understanding of client-side technologies, APIs, microservices, and the components of the technology stack, as well as their impact on user experience
Preferred qualifications, capabilities, and skills
* Design leadership or managerial experience
Auto-ApplyVice President - Native Mobile Accessibility Specialist
Plano, TX jobs
JobID: 210684124 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $123,500.00-$180,000.00 We are looking for an expert in Digital Accessibility on Native Mobile Platforms to join the JPMorgan Chase Digital Accessibility team. The role will contribute to the internal digital accessibility standards based on WCAG, PDF/UA, CVAA, and more, which are applied firm-wide. You will deep knowledge of WCAG and native platform accessibility for devices in the Apple and Android ecosystems. Ideally the candidate will have experience developing accessible native apps.
As a Vice President - Native Mobile Accessibility Specialist within our Digital Accessibility Team, you will be at the forefront of ensuring that our digital products and services are accessible to all users, including those with disabilities. You will leverage your understanding of accessibility standards and guidelines, and your experience in testing web and mobile applications for accessibility conformance. This role provides an opportunity to advocate for digital inclusivity and to shape the accessibility of our products, making a significant impact on users of all abilities.
Job Responsibilities:
* Contribute to the firm's Digital Accessibility Knowledgebase (DAKB) by writing, reviewing, and updating content.
* Follow ongoing and historic developments and refinements of WCAG (in particular) and how it maps to native platforms.
* Follow ongoing and historic developments in native platforms such as iOS, iPadOS, and Android.
* Document current and future support across platforms and within their accessibility APIs.
* Work with SMEs across the organization to gather activities and practices to inform updates.
* Contribute to internal design systems and pattern libraries.
* Contribute to internal training materials for native app developers.
* Contribute to native app accessibility evaluation work as needed.
Required qualifications, capabilities, and skills:
* 5+ years working in digital accessibility.
* Deep knowledge of Web Content Accessibility Guidelines (WCAG) 2.2 (A, AA, AAA).
* Deep knowledge of native platform accessibility for devices in the Apple and Android ecosystems.
* This includes assistive technologies (screen reader, voice input, keyboards, etc.) and platform accessibility APIs.
* Knowledge of Section 508, 21st Century Communications and Video Accessibility Act (CVAA).
* Experience with native mobile accessibility testing tools.
* Experience building and delivering native apps.
* Knowledge of web technologies (HTML, CSS, JS, ARIA).
* Knowledge of platform accessibility features of Windows, mac OS.
* Ability to take direction and drive outcomes based on stated objectives.
* Ability to manage tasks against deadlines. Excellent verbal and written skills. Attention to detail.
Preferred qualifications, capabilities, and skills:
* Participation in W3C standards processes.
* Knowledge of Confluence, JIRA.
* Mobile usability experience.
Auto-ApplyKYC Business Transformation - Vice President
Plano, TX jobs
JobID: 210680564 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $107,350.00-$171,000.00; Chicago,IL $95,500.00-$153,000.00 Join Wholesale Know Your Customer (KYC) Operations as a Project Manager and spearhead transformative KYC initiatives that elevate operational excellence, ensure regulatory compliance, and modernize processes-driving our strategic vision forward with every project you lead.
As a Project Manager within Wholesale KYC Operations, you will lead and deliver KYC (Know Your Customer) transformation projects that drive operational excellence, regulatory compliance, and process modernization. You will be responsible for managing project lifecycles, coordinating cross-functional teams, and ensuring successful execution of KYC transformation initiatives. This role is pivotal in supporting the Wholesale KYC Operations agenda and advancing our strategic objectives.
Job Responsibilities:
* Manage end-to-end delivery of KYC transformation projects, including planning, execution, monitoring, and closure, ensuring alignment to business goals.
* Develop detailed project plans, define scope, set milestones, allocate resources, and track progress to ensure timely and successful project delivery.
* Partner with senior leadership and cross-functional teams to drive project outcomes, resolve issues, and communicate status updates.
* Champion a culture of innovation and change, encouraging adoption of new technologies and approaches to enhance KYC operations.
* Identify project risks and issues, develop mitigation strategies, and escalate as needed to ensure project objectives are met.
* Collaborate with business and technology teams to re-engineer KYC processes, implement best practices, and support continuous improvement initiatives.
* Ensure projects adhere to internal controls, governance standards, and audit-readiness requirements for KYC data and processes.
* Utilize data visualization and automation tools (e.g., Alteryx, Tableau) to monitor project metrics, generate insights, and support decision-making.
Required qualifications, skills and capabilities
* Minimum five years of project management experience in KYC, AML, or regulatory transformation projects.
* Strong organizational skills with the ability to manage multiple projects and competing priorities.
* Excellent written and verbal communication skills, with proven ability to develop senior level presentations.
* Demonstrated ability to work independently and escalate complex issues appropriately.
* Strong problem-solving skills and attention to detail.
* Experience with digital tools such as SharePoint, Tableau, and Alteryx.
* Knowledge of Know Your Customer, Anti-Money Laundering, or regulatory compliance processes
Preferred qualifications, skills and capabilities
* BA/BS degree or equivalent work experience in financial services.
* 5 - 10 years relevant experience in AML/KYC.
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Please note this role is not eligible for employer immigration sponsorship.
Auto-ApplyVice President, Chase Home Lending Competitor Intelligence
Plano, TX jobs
JobID: 210681916 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $114,000.00-$182,000.00 The Chase Home Lending Product, Innovation and Insights team provides strategic vision informed by customer insights to support product development, and process innovation enhancements with the goal of building a transformational experience for Chase Home Lending customers.
As Vice President, Chase Home Lending Competitor Intelligence you will have the opportunity to lead our competitor intelligence program, set its strategic direction and deliver high-impact insights that inform business decisions. You will leverage analytics, the Klue third-party platform, and research methodologies to provide a comprehensive view of the competitor landscape. Drawing on deep experiences in home lending and/or competitor intelligence, you will bring strategic thinking and partnership skills to deliver timely, relevant, and actionable competitor intelligence for our Home Lending business. You will collaborate with partners across the business to produce competitor intelligence that supports proposals, policies and processes, improving customer experience, and driving business growth.
Job responsibilities
* Develop and execute a comprehensive competitor intelligence strategy for Home Lending Originations and Servicing
* Manage relationships with third-party providers of competitor intelligence information and oversee vendor management for the Klue platform.
* Curate, analyze, and synthesize competitor intelligence from a variety of sources-including market trends, competitor activities, and regulatory changes-to produce actionable insights
* Provide regular and ad-hoc research support to Home Lending business partners, tailoring communication and insights to meet the needs of cross-functional teams and senior leadership
* Prepare and deliver executive-level presentations and reports that clearly communicate findings and strategic recommendations
* Continuously evaluate and enhance intelligence processes, tools, and methodologies to ensure best-in-class capabilities
* Identify and assess competitor risks and opportunities, providing strategic recommendations to inform business decisions and facilitate growth
Required qualifications, capabilities, and skills
* 6+ years of experience in mortgage origination (Sales, Underwriting, Operations) or related home lending product roles; experience in consulting, strategy, or competitor intelligence
* Bachelor's degree or equivalent industry experience
* Strong strategic thinking and business acumen, with a track record of translating insights into actionable recommendations.
* Proven ability to structure, prioritize, and solve complex problems using a variety of analytical tools and methodologies
* Exceptional interpersonal, influencing, and listening skills; able to achieve goals through collaboration in a matrixed environment without direct authority
* Outstanding verbal and written communication skills, including experience preparing and confidently delivering executive-level presentations and reports to senior leadership.
* Demonstrated ability to monitor industry trends and competitor strategies to inform business decisions and address industry challenges
Preferred qualifications, capabilities, and skills
* Demonstrated personal initiative and entrepreneurial leadership, with a track record of setting and achieving challenging goals
* Proactive in identifying opportunities and process improvements, taking early action to address business needs
* Openness to an environment of active developmental feedback from peers and managers with a commitment to continuous learning and improvement
* Strong conflict resolution, negotiation, and influencing skills, with the ability to build consensus and facilitate results in a collaborative environment
* Ability to adapt quickly and shift focus to support high-priority initiatives, ensuring work is re-prioritized as business needs change.
Auto-ApplyConsumer and Community Banking - Credit Decisioning Unit - Vice President
Plano, TX jobs
JobID: 210647586 JobSchedule: Full time JobShift: : Play a pivotal role in developing and maintaining the newly created 1st line credit function within the Consumer and Community Banking (CCB) organization.
As a Credit Decisioning Unit (CDU) Vice President within the CCB organization, you will be responsible and play a key role in defining the risk appetite for the Lending Business, managing credit risk, ensuring sound lending decisions, and maintaining portfolio health. You will collaborate with key partners in the Credit Risk and Finance organizations to shape credit strategies that align with the business and banks financial goals.
Job responsibilities
* Support in building a robust platform and framework to be utilized at the highest level of Consumer and Community Banking
* Ensure the platform supports strategic initiatives and aligns with organizational goals
* Collaborate with cross-functional teams to ensure seamless integration and implementation
* Develop strategies for optimizing lending processes and practices
* Implement tools and methodologies to enhance lending efficiency and effectiveness
* Identify and define governance structures and risk appetite for lending activities
* Ensure compliance with regulatory requirements and internal policies
* Implement standards and practices that enhance clarity and accountability and promote consistency and transparency across the department
* Ensure proper measurement tools are in place to assess the performance impact of key business initiatives
* Continuously evaluate the health and performance of the overall portfolio using established reporting
Required qualifications, capabilities, and skills
* 5+ years of experience in finance, data & analytics, strategy or program management
* Bachelor's Degree in business administration, management or a related field
* Experience in governance, risk management and compliance within the financial services industry
* Excellent organizational and communication skills
* Ability to work collaboratively with cross-functional teams
* Detail-oriented with a focus on accuracy and compliance
* Proficient in Microsoft Office Suite
Preferred qualifications, capabilities, and skills
* Experience in Business Banking or retail lending
* Familiarity with competitive analysis and market insights
* Proficiency in data analysis tools and software
* Strong problem-solving skills and strategic thinking
* Ability to adapt to a fast-paced and dynamic environment
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., 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).
Auto-ApplyGlobal Supplier Services - Vice President
Plano, TX jobs
JobID: 210677655 JobSchedule: Full time JobShift: Day : Join our Global Supplier Services team and help shape the future of supplier management at JPMorgan Chase. As a Vice President, you will have the opportunity to drive operational efficiencies, strengthen risk management, and build impactful relationships across the firm.
As a Vice President in Global Supplier Services, you will play a pivotal role in managing supplier relationships, ensuring compliance with third-party standards, and supporting business engagement across the firm. You will collaborate with stakeholders to deliver efficient procurement solutions and foster a culture of proactive risk management and operational excellence.
Job Responsibilities:
* Maintain client management program relationships at the sub-LOB level to ensure service level expectations are met.
* Manage, monitor, and track compliance with Third Party Program standards and policies across the line of business.
* Provide central oversight and serve as the main contact for business engagement requests, supporting timely completion and compliance.
* Monitor Third Party workflow progress to ensure timely processing and completion of tasks by key stakeholders.
* Maintain and publish the line of business "book of work" and related deliverables to promote a proactive management environment.
* Support the development and training of managers on GSS processes, tools, and service offerings.
* Partner with regional leads on governance, audit, and compliance requirements, and build strong stakeholder engagement models.
* Cascade information from global forums and committees to delivery managers and senior management as needed.
* Deliver TPMO duties in alignment with business objectives, TPO policy, and regulatory guidance.
* Provide senior management with key risk metrics and scorecards.
* Collaborate with the global SOS team, provide backup support, and contribute to ad-hoc projects, meeting administration, documentation, and action coordination.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree or equivalent experience in business, supply chain, or related field.
* Minimum of 3 years' experience in supplier management, procurement, or third-party risk management.
* Strong understanding of compliance, risk management, and operational controls.
* Proven ability to build and maintain stakeholder relationships.
* Excellent communication, organizational, and problem-solving skills.
* Experience in training and developing team members.
* Ability to manage multiple priorities and deliver results in a fast-paced environment.
Preferred Qualifications, Capabilities, and Skills:
* Advanced degree or professional certification in supply chain, procurement, or risk management.
* Experience working in a global financial services organization.
* Familiarity with third-party oversight programs and regulatory requirements.
* Proficiency in process improvement and project management methodologies.
* Demonstrated ability to drive operational efficiencies and support change initiatives.
* Experience with data analysis and reporting tools.
* Knowledge of industry best practices in supplier management.
Auto-ApplyRisk Management - Special Credits Lead - Vice President
Plano, TX jobs
JobID: 210620371 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 Officer (Vice President) in Business Banking Risk, you will be responsible for mitigating risk and maximizing recovery of the bank's credit exposure through early intervention with stressed or distressed borrowers. You will oversee a portfolio of problem credit with aggregate exposures greater than $500,000 playing a critical role in identifying credit issues early and helping the bank mitigate risk.
Job responsibilities
* Review collateral and loan documentation to identify and remediate errors, omissions, or deficiencies.
* Obtain and evaluate current financial information and collateral valuations to assess clients' financial strength and collateral adequacy.
* Assess client and facility risk ratings according to established procedures.
* Develop and implement strategies to protect and improve the bank's credit position, including determining stay/leave approaches for individual clients.
* Negotiate restructures of credit facilities and secure additional collateral as needed.
* Monitor progress against approved strategies and ensure timely documentation of status updates.
* Initiate legal actions, including collateral liquidation/foreclosure, to protect the bank's interests when necessary.
* Maintain thorough documentation of all client interactions, agreements, and communications with external vendors and attorneys.
* Submit loans to the Small Business Administration (SBA) for repurchase when defaulted facilities are SBA-guaranteed..
Required qualifications, capabilities, and skills
* Minimum 5 years of experience in commercial collections and problem credit management.
* Strong knowledge of financial statement analysis, accounting practices, accounts receivable/borrowing base analysis, and collateral perfection.
* Expertise in commercial real estate and accounts receivable/inventory lending.
* Advanced negotiation, influencing, decision-making, conflict management, interpersonal, and analytical/problem-solving skills.
* In-depth understanding of credit philosophy, policies and procedures, loan documentation, SBA guidelines, collections litigation, federal bankruptcy laws, and state collection laws.
* Exceptional verbal and written communication skills.
* Ability to excel under pressure and thrive in fast-paced environments.
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., 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).
Auto-ApplyRisk Management - Capital Forecasting and Analytics - Vice President
Plano, TX jobs
JobID: 210656879 JobSchedule: Full time JobShift: : 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 Vice President in Basel Capital Analytics and Forecasting, you will lead and manage forecasting and analytics, ensuring effective risk assessment, performance tracking of the portfolio, and collaboration with stakeholders while mentoring other team members and providing strategic insights to senior management. This role is critical in supporting the organization's capital analytics & forecasting strategy, ensuring regulatory compliance, and providing actionable insights to senior leadership. You will combine strong technical expertise with leadership skills and a deep understanding of financial services and capital.
Job Responsibilities:
* Lead forecasting and analytics efforts for CCB Basel Capital and Forecasting to support CCAR/RA & Budget deliverables.
* Develop and maintain advanced analytical tools for RWA forecast, pricing, and model development, collaborating with modeling and business partners.
* Monitor and evaluate portfolio trends and performance metrics to identify areas for improvement and optimization.
* Gather, interpret, and summarize data to provide insights, prepare reports, and present findings to Senior Management.
* Clarify Basel model/rule behavior and results, offering business perspective insights to support outcomes.
* Ensure compliance with existing risk and control structure while driving future enhancements to risk and control structure, coordinate and collaborate with Controllers, Modeling, and Production teams.
* Mentor other team members to enhance their risk management skills and financial knowledge.
Required qualifications, capabilities, and skills:
* Minimum 5+ years of related experience in Risk and/or Finance
* Strong communication and interpersonal skills and the ability to present complex analytics and forecasts to non-technical stakeholders
* Strong written communication for preparing reports, executive summaries, and documentation. Ability to influence decision-making through data-driven insights.
* Strong analytical, interpretive, and problem-solving skills, with the ability to synthesize and analyze diverse information.
* Prior experience with Basel Capital (Basel III & Basel 3 Endgame), stress testing (CCAR) and / or risk appetite
* Project Management Skills -- well-organized, structured approach. Ability to achieve tight timelines on complex deliverables. Ability to manage and prioritize projects across cross-functional groups
* Ability to clearly summarize and explain large and complex information to a wide range of audiences, including senior leaders, audit, controllers, finance, model developers, regulators, and controls
* Proficiency in analytical languages (e.g., SAS, Python, SQL)
Preferred qualifications, capabilities, and skills
* Deep credit risk experience in one or more consumer credit portfolios (i.e. Mortgage, Home Equity, Credit Card, Auto/Lease, Business Banking), Chase LOB data/product experience a plus.
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., 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).
Auto-ApplyGlobal Supplier Services -Third Party Application Security Vice President
Plano, TX jobs
JobID: 210673702 JobSchedule: Full time JobShift: : Bring your expertise to JPMorgan Chase, a global leader in financial services committed to innovation, integrity, and making a positive impact. As part of our Third Party Application Security (TPAS) program within Corporate Third Party Oversight (CTPO), you'll be at the heart of our mission to keep the firm's supply chain strong and resilient. Here, you'll help anticipate and address new and emerging risks in third party software, cloud environments, and AI systems-using your skills to solve real-world challenges that affect our company, partners, and communities.
As a Third Party Application Security Associate within the Third Party Application Security (TPAS) program, you'll play a pivotal role in protecting JPMorgan Chase's supply chain. You'll lead efforts to monitor and strengthen third party applications by assessing Software Bill of Materials (SBOMs), Artificial Intelligence Bill of Materials (AI BOMs), and cloud security controls. In this fast-paced environment, you'll engage directly with suppliers, analyze risk data, and track remediation efforts. You'll collaborate with stakeholders across Lines of Business, Technology, Cybersecurity, and Cloud Engineering to streamline security assessments and validate controls-making a tangible impact on the security and resilience of our organization.
Job Responsibilities
* Drive the transformation agenda, including business justification and program build out.
* Partner with internal risk teams to support business as usual risk activities, reporting and project initiatives.
* Ensure risk impacting the business is effectively identified, quantified, communicated and remediated
* Influence supplier adoption of the product vision, roadmap, and risk control objectives
* Operationalize the Third Party Software Bill of Materials (SBOM) program
Required qualifications, capabilities and skills
* Strong leadership skills, ability to multitask, sense of ownership, attention to detail and quality, and deliver on commitments
* Understanding of Secure Software Development Life Cycle (SSDLC) (e.g., coding requirements, risk assessments, threat modeling, static code analysis, and dynamic application scanning)
* 3+ years of experience in Third Party Risk Management (TPRM) or Governance, Risk Management, and Compliance (GRC), Cybersecurity, Application Security, Cloud Security Architecture (SaaS, PaaS & IaaS) within a large enterprise level environment
* 3+ years of experience using a broad set of technologies (e.g., servers, operating systems, applications, databases, hypervisors, virtualization management, containers, compute, storage, etc.)
* Bachelor's degree in a relevant discipline
* Proficiency with Microsoft applications (e.g., Word, Excel, Outlook, Visio, OneNote, SharePoint, Teams, etc.)
Preferred qualifications, capabilities and skills
* Certification in Public Cloud Technology from major Cloud Service Provider
* Experience with Software Bill of Materials (SBOM)
* CISSP, CISA, CISM, CCSP or CRISC certification
Auto-ApplyGlobal Supplier Services -Cybersecurity Assessor - Vice President
Plano, TX jobs
JobID: 210677809 JobSchedule: Full time JobShift: : The Supplier Assurance Services (SAS) team performs comprehensive risk assessments of suppliers within JPMC's Corporate Third Party Oversight (CTPO) program. SAS also supports JPMC's Cybersecurity and Technology functions by designing and implementing controls and processes to further enhance the security posture of JPMC's supply chain. SAS is part of Global Supplier Services (GSS), reporting directly to JPMC's Global Head of Corporate Third Party Oversight.
As the Supplier Cybersecurity Assessor VP within the Supplier Assurance Services (SAS) team, you will perform technology and cybersecurity control assessments of supplier environments, including their services hosted in public cloud providers. You will evaluate the effectiveness of controls in supplier infrastructure, application stacks, cloud hosts, and other technologies. You will ensure the confidentiality and integrity of JPMC's data stored in Supplier environments or ensure the availability of JPMC's services provided by suppliers. In order to effectively assess suppliers, you will stay informed of the latest cyber risks in the industry and current adversarial tactics, techniques, and procedures. Your leadership skills and proven ability to function with minimal day-to-day oversight will help you to navigate complex stakeholder organizations and sensitive JPMC supplier relationships. Your work in SAS will be a critical component of JPMC's overall defensive risk posture.
Job responsibilities
* Partner with internal and external stakeholders, review supplier security stacks and conduct field work to ensure they are complete and meet JPMC expectations.
* Provide cybersecurity risk and controls expertise during the onsite / virtual assessment of the supplier controls environment.
* Identify cybersecurity risks and weaknesses within suppliers' IT and hosted cloud environments and document remediation plans.
* Identify opportunities for process improvements to deliver increased operational efficiency and opportunities for improving supplier posture including expanded monitoring, key risk indicator tracking, etc.
Required qualifications, capabilities, and skills
* 7+ years of experience in Technology, Technology Risk & Controls, Cyber Operations, Application Security, Cloud Security (SaaS, PaaS & IaaS), Network Security, or Cyber Resiliency within a large enterprise-level environment.
* Subject Matter Expertise of cybersecurity operations including defensive architectures and processes to combat adversarial activities
* Proficient in techniques for incident management, incident handling, incident investigations, root cause analysis, and related processes
* Strong written and verbal presentation skills at the senior management level including ability to describe cyber risks in terms relatable to business stakeholders
* Experience debating issues with senior decision makers and pushing back when necessary
Preferred qualifications, capabilities, and skills
* Hands-on, practical experience in red teaming, blue teaming or penetration testing is a plus
* CISSP, CCSP or similar certifications are a plus
Auto-ApplyU.S. Private Bank - Private Banker - Vice President
Dallas, TX jobs
JobID: 210679092 JobSchedule: Full time JobShift: Day : 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 Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. 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 generate new client acquisition. You will be part of a local 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 clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* 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
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six 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
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
Auto-ApplyRisk Management - Wholesale Credit Risk Administration - Vice President
Plano, TX jobs
JobID: 210688948 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $99,750.00-$180,000.00 Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Wholesale Credit Risk Administration (WCR Administration) Vice President on the WCR Administration Systems & Regulatory Support team, you will be responsible for leading change management activities. You will work on improving efficiencies and controls in the Commercial and Investment Banking in Risk organization.
Job Responsibilities
* Collaborate with Wholesale Credit Risk Product, Technology, Credit Risk, and other key stakeholders on the strategic initiatives to adopt new innovative solutions for streamlining credit processes and improving controls
* Lead and/or participate in change management activities impacting credit systems and processes including testing, training and communications for CIB Credit Risk
* Actively participate in working groups/product cabinets providing feedback and effective challenging on system design requirements, Coordinate and perform user acceptance testing and smoke testing providing critical input on decisions before implementation
* Performing centralized support for bulk uploads required for client grading exempt populations or other credit risk system changes
* Initiate and perform certain regulatory reporting and control activities providing guidance on reporting requirements with credit officers
* Manage, develop and support administration of credit risk resources such as SharePoint
* Support and identify opportunities to automate and streamline WCR Admin processes.
Required qualifications, capabilities and skills
* Bachelor's degree (BS/BA)
* Self-motivated, detailed oriented and have the ability to work both as part of a team and independently
* Ability to thrive in a fast-paced, collaborative work environment
* Good analytical and problem solving skills
* Strong written and verbal communication skills
* Basic SharePoint design
Preferred qualifications, capabilities, and skills
* Knowledge of CRI systems (ICRD Proposals, Desktop, Grading and iSPRESO) or SharePoint/website design experience a plus
* Credit Officer or Analyst experience in analyzing loan proposals or experience in teams supporting Credit Risk Officers
* Reporting /analytical experience
* Knowledge of credit risk and risk policies, procedures and standards
* Use of Artificial Intelligence tools like Alteryx and the LLM model
* Excellent Microsoft Office skills (Excel, Word, PowerPoint- Access a plus)
Auto-ApplyWealth Management Solutions, Trust & Estates, Trust Administrator VP
Dallas, TX jobs
JobID: 210687853 JobSchedule: Full time JobShift: : The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When JPMorgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative Officer is expected to have or develop the skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust Administrative Officer works.
The J.P. Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. For over 7 consecutive years we have been voted number 1 in the U.S. for overall private banking services by Euromoney, and we have been specifically recognized for our succession planning, advice and trust services.
The responsibilities of this role are as follows:
Technical and Risk Management
* Work with the Account Opening Group to open trust accounts
* Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records
* Communicate with beneficiaries and co-trustees to outline administrative procedures
* Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with the Trust Officer
* Work with the Tax Officers and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries
* Respond to requests from beneficiaries for discretionary distributions. Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee. Confer with co-trustee (if any) to obtain his/her approval
* Coordinate with Trust Officer on the communication of the decision to client and follow-up action on the request as necessary
* Handle ongoing day to day administration of account, and proactively manage account base in an effort to avoid and minimize service and operational issues
* Oversee the work performed by various operational groups. Identify risk that might be incurred in connection with a trust, consistent with any applicable policies and procedures governing the risk in question
* Utilize risk management tools, such as the overdraft report, daily transaction report, Administrative
* Review, Holistic Review and the AAR Variance Report to ensure that all exceptions are properly addressed and kept to a minimum
* Communicate with Investors regarding investment matters and liquidity needs
* Handle departmental projects relating to accounts and special assets.
* Participate on various committees as needed
* When the trust terminates the account is transferred to the Trust Settlement group.
* The Trust Administrative Officer is responsible for ensuring appropriate steps are taken to minimize risk, including canceling payments and statements, where appropriate, and obtaining necessary documents for the Settlements group
Client Relationship Management
* Trust Administrative Officers must actively participate in dealing with interested parties and develop relationships with income beneficiaries, co-trustees and intermediaries in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries
Educational/Administrative
* The specialized and ever changing nature of the Trust practice requires that Trust Administrative Officers devote time to personal development and training
* Training at JPMorgan includes internal sessions covering systems changes, practices and procedures, Q & A sessions offered to facilitate understanding of our environment and sessions on technical, legal, tax and regulatory developments
Qualifications:
* Bachelor's degree required
* A minimum of 3-5 years' experience in the trust and estates industry
* Experience in the administration and support of trusts including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
* Problem Solving/Risk Management - takes initiative, decisive, accountable, exhibits critical analysis and judgment
* Client Servicing - client knowledge, client relationships, proactive communication
* Teamwork/Personal Effectiveness - clear and concise communication, time management, adaptability to delegate, coaching and training
* Cross Selling and Retention skills
* Strong computer skills including proficiency with trust accounting system
* Experience with JPMorgan fiduciary platform a plus
Auto-ApplyWealth Management Solutions, Trust & Estates, Trust Administrator VP
Dallas, TX jobs
The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When JPMorgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative Officer is expected to have or develop the skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust Administrative Officer works.
The J.P. Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. For over 7 consecutive years we have been voted number 1 in the U.S. for overall private banking services by
Euromoney
, and we have been specifically recognized for our succession planning, advice and trust services.
The responsibilities of this role are as follows:
Technical and Risk Management
Work with the Account Opening Group to open trust accounts
Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records
Communicate with beneficiaries and co-trustees to outline administrative procedures
Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with the Trust Officer
Work with the Tax Officers and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries
Respond to requests from beneficiaries for discretionary distributions. Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee. Confer with co-trustee (if any) to obtain his/her approval
Coordinate with Trust Officer on the communication of the decision to client and follow-up action on the request as necessary
Handle ongoing day to day administration of account, and proactively manage account base in an effort to avoid and minimize service and operational issues
Oversee the work performed by various operational groups. Identify risk that might be incurred in connection with a trust, consistent with any applicable policies and procedures governing the risk in question
Utilize risk management tools, such as the overdraft report, daily transaction report, Administrative
Review, Holistic Review and the AAR Variance Report to ensure that all exceptions are properly addressed and kept to a minimum
Communicate with Investors regarding investment matters and liquidity needs
Handle departmental projects relating to accounts and special assets.
Participate on various committees as needed
When the trust terminates the account is transferred to the Trust Settlement group.
The Trust Administrative Officer is responsible for ensuring appropriate steps are taken to minimize risk, including canceling payments and statements, where appropriate, and obtaining necessary documents for the Settlements group
Client Relationship Management
Trust Administrative Officers must actively participate in dealing with interested parties and develop relationships with income beneficiaries, co-trustees and intermediaries in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries
Educational/Administrative
The specialized and ever changing nature of the Trust practice requires that Trust Administrative Officers devote time to personal development and training
Training at JPMorgan includes internal sessions covering systems changes, practices and procedures, Q & A sessions offered to facilitate understanding of our environment and sessions on technical, legal, tax and regulatory developments
Qualifications:
Bachelor's degree required
A minimum of 3-5 years' experience in the trust and estates industry
Experience in the administration and support of trusts including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
Problem Solving/Risk Management - takes initiative, decisive, accountable, exhibits critical analysis and judgment
Client Servicing - client knowledge, client relationships, proactive communication
Teamwork/Personal Effectiveness - clear and concise communication, time management, adaptability to delegate, coaching and training
Cross Selling and Retention skills
Strong computer skills including proficiency with trust accounting system
Experience with JPMorgan fiduciary platform a plus
Auto-Apply