Jobs at JPMorganChase

Manage and grow a portfolio of ~40 business clients and ~60 prospects (>$3M revenue). Acquire new relationships, provide deposit, cash management and credit solutions up to $15M, deepen product utilization, develop referral networks, partner with internal specialists, and ensure regulatory and risk controls while delivering a high-touch client experience.

Lead regulatory and industry engagement for Securities Services: monitor global regulatory developments, drive advocacy and strategy, liaise with FMIs and industry groups, prepare briefing and client materials, and develop client engagement and reporting to influence post-trade and custody product evolution.

Provide comprehensive financial planning and advice to individuals and families, build and deepen client relationships, acquire new clients, deliver personalized investment solutions, educate clients on digital tools, and collaborate with Chase partners to offer holistic financial coaching and referrals.

Serve as primary tax point of contact for fund clients, vendors, and auditors. Oversee tax filings and disclosures (including Form 990 series), ensure compliance with federal/state/local tax laws for exempt organizations, coordinate third-party vendors and audits, research and resolve tax issues, and drive process improvements and reporting metrics.

Lead middle office operations for fixed income Customized Bond Portfolio (CBP) SMAs and design tax-managed SMA middle office. Balance service delivery, controls, issue management, operating model design, automation, global delivery, KPIs, and stakeholder engagement while building team capabilities and ensuring audit/regulatory readiness.

Lead a 3-5 developer team to design, build, and maintain 55ip's market data platform and ETL processes. Partner with stakeholders to define solutions, run Agile/Scrum, enforce coding standards and testing, support UAT and post-launch, and mentor engineers while delivering high-scale financial data projects.

Assess and manage credit risk across high-growth Technology, Disruptive Commerce & Internet clients. Perform due diligence, complex financial modeling, loan structuring, documentation and negotiations. Partner with bankers, legal, and capital markets, mentor junior staff, manage portfolio renewals/amendments, and enforce credit policy while driving execution and relationship management nationwide.

Acquire, retain and deepen a portfolio of business clients (≈40) and prospects (≈60) with revenue >$3M. Provide deposit, cash management and credit solutions (up to $15M), prospect for new relationships, develop referral networks, partner with product specialists for seamless onboarding, deliver customized financial advice, and follow risk and compliance protocols to protect the firm.

Provide comprehensive financial planning and advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, deliver goals-based investment solutions, coordinate with Chase partners, educate clients on digital tools, and uphold integrity and client-first service.

Provide dedicated business and operational support to Financial Advisors and ultra-high-net-worth clients, including onboarding, account maintenance, trade execution, product support, client communications, and liaison work across compliance and firm partners.

Maintain books and records for hedge, hybrid and private equity funds; review governing documents; prepare and review NAVs, management fee and carried interest calculations; manage capital calls/distributions and investor communications; coordinate with internal and external stakeholders to meet SLA timelines and control framework requirements.

Provide comprehensive financial planning and advice to individuals and families, build a book of business, acquire and deepen client relationships, and promote community engagement and financial education. Recommend investment and insurance solutions, collaborate with partners, and help clients adopt digital banking tools.

Lead firmwide AI transformation by defining portfolio strategy, prioritizing high-impact AI initiatives, building governance and measurement frameworks, advising senior leaders with data-driven narratives, clearing execution roadblocks, and managing a team to deliver measurable strategic and financial value.

Provide comprehensive financial planning and relationship-driven investment advice to individuals and families. Build a book of business, acquire and retain clients, coordinate referrals across Chase partners, educate clients on digital tools, and deliver goals-based planning while maintaining regulatory licenses and industry best practices.

Lead platform reliability, onboarding, user access, and sales enablement operations for enterprise clients. Coordinate integrations, automate processes, manage errors/accommodations, and collaborate across sales, product, technology, and operations to improve client experience and scalability.

Provide comprehensive financial planning and goals-based advice to individuals and families; build and grow a book of business through client acquisition and relationship management; deliver personalized investment and insurance solutions; educate clients on digital tools; collaborate with partners and support teammates while maintaining high integrity and client focus.

Execute routine fund servicing and derivatives operations transactions accurately, collaborate with teams to streamline processes, apply continuous improvement and design thinking, maintain cybersecurity vigilance, and use active listening to address client needs and improve operational efficiency.

Manage and grow relationships with high-net-worth clients by providing tailored banking, lending, and wealth management solutions. Acquire new clients, deepen existing relationships, collaborate across business lines, and ensure compliance with regulatory and risk controls while delivering bespoke financial planning and market insights.

Design, develop, and implement software solutions across the SDLC. Analyze requirements, produce application and architectural specifications, translate requirements into code, troubleshoot issues, participate in code and design reviews, and collaborate with project managers, business analysts, and team members to deliver cloud-native, data platform services.

Lead end-to-end delivery of investment performance products and client migrations from legacy to vendor platforms. Manage intake, dependencies, release and change management, assess platform readiness, resolve production issues, coordinate stakeholders, and support operationalization and reporting to ensure successful client onboarding.