Senior Manager, Credit Review
Capital One Job In Delaware, OH
The consumer lending Credit Review Senior Manager is responsible for executing an independent, risk-based assurance review of assigned areas within Capital One's Consumer credit portfolio, including assessment of credit strategies and practices, effectiveness of policy implementation and risk governance. The Senior Manager will contribute towards the execution of the annual Credit Review operating plan by conducting reviews of credit processes or products, performing monitoring of credit trends and credit changes in the assigned portfolios. This associate will also be responsible for building and maintaining working relationships with line of business management and key associates within the risk management organization.
Execute the Credit Review function by:
* Conducting risk-based reviews covering consumer line(s) of businesses
* Identifying credit process weaknesses
* Identifying emerging trends and issues
* Identifying gaps in credit policy
* Tracking of identified issues to resolution
* Communicating Credit Review assurance results with exceptional verbal and written communication skills, demonstrating strong clear thinking and succinct delivery of message
* Reporting results and issues verbally and in writing to executive management and internal credit and risk senior executives
* Working with regulators and external auditors to provide assurance that Credit Review processes are sound
* Building and maintaining high trust relationships with senior credit risk management, senior lending associates, and regulators
* Acting as an approachable advisor to business partners by developing continuous and effective communication channels for all stakeholders
* Showing ability to provide business leadership and partnering skills to help drive the organization towards critical decisions and deliverable results
Basic Qualifications:
* Bachelor's degree or military experience
* At least 7 years of business analysis experience
* At least 3 years of experience in consumer lending or credit risk policy or risk analytics
Preferred Qualifications:
* Master's Degree
* Formal consumer credit training from a large national or regional bank or equivalent training in a regulatory office (OCC, Federal Reserve)
* Data analytics skills
* Credit risk modeling, audit, or assurance experience
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Anytown, DE: $175,500 - $200,300 for Sr. Credit Review Manager
McLean, VA: $193,000 - $220,300 for Sr. Credit Review Manager
Richmond, VA: $175,500 - $200,300 for Sr. Credit Review Manager
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Audit Practices Quality Assurance Senior Auditor - Associate
Columbus, OH Job
JobID: 210602751 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $99,750.00-$145,000.00 In this role you will help enhance practices, policies and tools used by the Audit Department globally. This team offers visibility to senior members of the department!
As an Internal Audit Practices Quality Assurance Senior Auditor Associate within the Internal Audit Department, you will play a pivotal role in promoting positive transformations across the global audit department. Your participation in special projects, as needed, will also be a significant part of your role. Reporting to the Quality Assurance Core Team Manager, your contributions will be instrumental in enhancing our audit practices.
Job Responsibilities
* Execute an effective program of quality assurance, including communication of results, analysis of themes, identification of best practices and recommend changes to audit processes
* Positively and creatively influence department change
* Seek ways to increase efficiency and effectiveness of work performed
* Create and maintain key relationships across the Audit department, establishing a culture of engagement and adding value to the department
Required Qualifications, Capabilities, and Skills
* 3 years of audit experience or related financial services experience
* Bachelor's degree
* Experience in planning and executing audit projects in accordance with professional standards
* In-depth understanding of audit methodologies
* In-depth knowledge of financial services, with ability to evaluate appropriateness of audit results across multiple lines of business
* Great communication skills, both verbal and written; must be comfortable presenting results and recommendations to senior management.
* Advanced project management skills; must be able to manage multiple projects concurrently.
Preferred qualifications, Capabilities, and skills
* CIA, CPA or CAMS certification desirable
* Prior Quality Assurance experience
* Proven track record regarding ability to maintain good working relationships and influencing change
* Enthusiastic, self-motivated, effective under pressure and willing to take personal responsibility/accountabilities
Analyst-Operations Risk Management
Columbus, OH Job
You Lead the Way. We've Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.
At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.
Join Team Amex and let's lead the way together.
How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.
The Global Risk & Compliance Organization is an independent risk management function, led by the Chief Risk Officer, with the objective of ensuring that American Express operates in a safe, sound, and fully compliant manner with all applicable regulatory expectations. Global Risk & Compliance creates and maintains the overall risk management framework, performs independent risk management assessments, and monitors applicable risks.
Colleagues at Global Risk & Compliance are passionate about our commitment to drive the Company's goals of growth and progress by creating a culture of risk awareness and proactivity around regulatory matters.
The Operational Risk Management (ORM) team facilitates and monitors the implementation of effective operational risk management programs throughout the company, and oversees risk ownership throughout business units, products, and processes.
The objective of the ORM Governance team is to develop, oversee and strengthen the organization's ORM framework to ensure that governance structures, policies, and procedures are robust, effective, and align with regulatory requirements and best practices.
The ORM Governance Organization is looking for an Analyst, U.S. Consumer Services Team Operational Risk to join a diverse team of high-performing individuals focused on the effective oversight of risk identification, assessment, and mitigation across the Business Unit, while maintaining alignment with the organization's enterprise risk management framework.
The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel & Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.
Reporting directly to the Director, U.S. Consumer Services Operational Risk, this role plays a critical part in assessing, monitoring, and challenging the first line's risk management practices. The ideal candidate will partner closely with first-line stakeholders and enterprise risk functions to provide independent oversight and challenge, ensuring that risks are managed effectively and in compliance with regulatory expectations.
The Analyst, U.S. Consumer Services Team Operational Risk will:
* Support the independent oversight and challenge of first-line risk identification, assessment, and mitigation efforts (i.e., Risk & Control Self-Assessment) within U.S. Consumer Services to ensure alignment with enterprise risk standards
* Analyze business processes and activities to identify potential risks, control gaps, and emerging risks
* Support the development and refinement of risk policies, standards, and procedures
* Assist in applying the enterprise risk management framework across U.S. Consumer Services
* Support U.S. Consumer Services in embedding risk management practices into daily operations and decision-making
* Support the tracking and analysis of key risk indicators (KRIs), providing insights into risk trends and areas requiring attention
* Contribute to risk reporting efforts, preparing materials for senior management, risk committees, and regulatory engagements
* Maintain an understanding of relevant regulations and industry expectations to help the business navigate compliance requirements
* Conduct risk assessments, scenario analyses, and deep dives to evaluate the effectiveness of existing controls
* Monitor risk-related issues, ensuring they are appropriately addressed
* Escalate significant risk concerns and control deficiencies to senior risk colleagues and relevant stakeholders
Qualifications:
* Experience in risk management, preferably within a second-line function in financial services, and understands critical risk management lifecycle activities
* Knowledge of risk management frameworks, regulatory environments, and industry best practices
* Proven ability to assess and challenge first-line risk practices independently
* Excellent communication, with the ability to translate complex risk concepts into actionable insights
* Ability to build productive partnerships across the organization
* Strong understanding of operational and regulatory risks
* Proficiency in risk management tools, data analysis, and reporting systems
* Advanced analytical and problem-solving capabilities, with a focus on actionable insights
* Detail-oriented and proactive, with strong prioritization skills in a dynamic environment
* High ethical standards and a commitment to integrity and accountability
Salary Range: $55,000.00 to $105,000.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:
* Competitive base salaries
* Bonus incentives
* 6% Company Match on retirement savings plan
* Free financial coaching and financial well-being support
* Comprehensive medical, dental, vision, life insurance, and disability benefits
* Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
* 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
* Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
* Free and confidential counseling support through our Healthy Minds program
* Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement.
If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters.
* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Wealth Management Client Associate (FP)
Upper Arlington, OH Job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
HR Control Manager Global Operations - Vice President
Columbus, OH Job
Join our Human Resources Control Management (CM) Team today! This role offers an opportunity to contribute to maintaining a strong and consistent control environment through a joint accountability model that align managers with each line of business, function and region to mitigate operational risk.
As a Control Manager - Vice President on the HR Controls team, you will be part of a team that ensures strong and consistent controls are observed across the firm. You will have the opportunity to use your skills and knowledge to ensure the security and success of the firm. The HR Controls team focuses on four areas: Risk Identification & Assessment, Control Design & Evaluation, Issues & Control Deficiencies and Control Governance & Reporting.
Job Responsibilities:
Provide subject matter expertise in relation to operational risks as it relates to Global Operations, this includes areas such as Payroll, Retirement, Mobility, Benefits, Employee Data, Compensation and other operational systems and workflows
Partner with key senior stakeholders within Global Operations to identify and assess risks and provide control expertise on the design of controls to mitigate data related risks
Create a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols
Review and analyze program related data (e.g., KRI/KPI) to proactively identify existing and emerging Operational risks and issues to support business-related programs and strategies
Provide leadership support for the end-to-end execution of the Control and Operational Risk Evaluation (CORE), including control deficiencies and resolutions, to reduce financial loss, regulatory exposure, and reputational risk
Engage with control colleagues across the firm, business, operations management, legal, compliance, risk, audit, regulators and technology control functions
Provide additional process and program portfolio support activities may including but not limited to: Control Operational Risk Evaluation (CORE), Office of Legal Obligations (OLO), Inter Affiliate Services (IAS) and other smaller control programs.
Translate business requirements into effective and streamlined robust control solutions
Required qualifications, capabilities, and skills:
Bachelor's degree or equivalent experience required
7+ years of financial service experience in controls, audit, quality assurance, risk management, or compliance
Proficient knowledge of control and risk management concepts with the ability to design, create and evaluate the operational risk and control environment in conjunction with business partners
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Visio)
Strong knowledge of data risk management and working experience of data governance, protection, classification, retention, destruction, quality and data use; and how to apply that to an operational and/or a technology environment
Excellent written and verbal communication skills with an ability to influence business leaders in a meaningful and actionable manner
Exceptional interpersonal skills; exceptional collaboration and relationship building skills
Solid critical thinking, attention to detail and analytical skills; able to synthesize large amounts of data and formulate appropriate conclusions including: Understanding root cause / identifying control deficiencies, developing timely and sustainable solutions and analyzing metrics for emerging risk
Implementation skills including: writing action plans and procedures, change management and the ability to make subjective and informed decisions based upon output, influence stakeholders and justify decision making
Preferred qualifications, capabilities, and skills:
Ability to understand the business / knowledge of regulation surrounding business, including expertise in at least one HR discipline, including, Benefits, Compensation, Employee Relations, Recruiting, Talent & Learning, Workforce Data (Privacy and Data Laws), Diversity Equity & Inclusion, Regulatory Affairs, and HR Operations (Mobility, Payroll, payroll Tax, Timekeeping, Retirement)
Flexible, adaptable to shifting priorities; manages competing priorities to achieve the most effective result and able to work in a fast-paced, results focused environment
Ability to understand a process and associated risk to inform control design
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time.
Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting.
We are unable to provide relocation assistance for this role at this time.
Product Security Lead - Software Engineering - Architecture
Columbus, OH Job
JobID: 210460167 JobSchedule: Full time JobShift: Base Pay/Salary: Seattle,WA $204,250.00-$285,000.00; New York,NY $204,250.00-$285,000.00; Chicago,IL $166,250.00-$260,000.00; Jersey City,NJ $204,250.00-$285,000.00
This is an excellent opportunity to join a world class technology organization. As a Product Security Lead (PSL) in the Cybersecurity & Technology Controls (CTC) team for the Consumer and Community Bank (CCB). You will work proactively with your technology and business colleagues to identify and quantify security issues within their business and empower them to take decisive risk decisions at speed and scale. You're an expert security with a strong mix of technical and communication skills and are passionate about enabling safe and secure innovation. You will work with some of the best and brightest cybersecurity and technology engineers to solve complex problems which will both challenge you and help you develop your skills in one of the most innovative and respected companies in the world.
Core Product Security Responsibilities:
* Cultivate security culture with your product technology and business colleagues. Products that have the right security culture will strive to prioritize sustainable controls and driving real risk reduction outcomes. Embed threat modelling, solutions architecture, secure code review into product and application teams so they adopt our control products and create products that are secure from the start.
* Know your product across its breadth and depth. Be fluent in your product's strategy and roadmap as well as its key investment programs. Identify unfamiliar technology components, capabilities, and business concepts and be self-motivated to learn all about them, applying critical thinking to identify hidden issues along the way.
* Be your product's security thought leader. Learn from your product and cybersecurity teams and share best practice in both directions. Be recognized in your product as the clear point of escalation and subject matter expert for IT Risk and Cyber domains.
* Act with urgency managing emerging issues. Proactively monitor Key Risk Indicators to ensure issues are identified, quantified, communicated, and managed in a timely manner, including recommendations for resolution and identifying the root cause/key themes.
* Partner and lead end-to-end across your product's supply chain. Work collaboratively with product, technology, and business colleagues on an on-going basis for business-as-usual audit and regulatory engagements, risk activities and project initiatives. Work closely with Third Party Oversight teams to ensure effective technology risk management of vendors engaged by technology partners, with a focus on Cloud computing / emerging technologies.
Expected Outcomes:
* Build a vision around the next level of security maturity for the Connected Commerce business with inputs from the security organization and work with Product and Engineering Leaders to deliver on that idea. This vision must enable business outcomes and continuously raise the security bar and not one or the other.
* Serve as a cyber risk advisor to the Connected Commerce leadership team and help prioritize initiatives with the greatest ROI using rich datasets.
* Partner with Engineering teams to solve complex problems specific to fields such as Payments and banking APIs
* Enable and partner with application architects and engineering leaders to design secure, scalable and resilient applications
* Hiring, shaping and developing a team of cyber risk advisors that are tightly integrated into the business
Required Experience:
* Experience in a successful security and risk organization with strong security and technical skills
* Software Development
* Secure Application Development
* Security Solution Architecture
* Technical Service Delivery - E2E
* Shipping code & features
* Demonstrated experience with product technologies (i.e., Infrastructure, Application)
* Hands-on practical experience in cybersecurity architecture that can be applied and reused across businesses, functions, and systems
* Fluent in modern architectures - (data, cloud, mobile, APIs, micro-services)
* Experienced with full stack technologies
* Fluent in one or more programming languages
* Deep knowledge of one or more software or applications
* Strong knowledge of public cloud technology - AWS
* Cyber subject matter expert able to earn the respect of technology leaders
* Strong strategic vision mixed with delivery excellence. Focus in terms of risks and outcomes.
* Strong communication and presence.
* Ability to work with xfn technology partners - engineering, architecture & product management.
* Able to communicate effectively and authoritatively with technical and non-technical stakeholders.
* Strong leader, culture carrier and team player experienced in matrix organizations.
Asset Management - Model Portfolio Specialist Client Advisor- Associate
Columbus, OH Job
JPMorgan Asset Management is a global leader in investment management, dedicated to delivering exceptional client service and innovative investment solutions. Our team of professionals is committed to helping clients achieve their financial goals through a comprehensive range of investment strategies and services.
As a Model Portfolio Specialist within the dynamic team at JPMorgan Asset Management, you will be a highly motivated and client-focused team member. Your critical role will involve supporting our client advisors and promoting sales of our model portfolio offerings. You will collaborate closely with client advisors to ensure effective communication and implementation of model portfolios, with limited travel required in the Midwestern and Western US.
Job Responsibilities
Manage a territory of advisors across multiple channels, including Independent Broker Dealer, Wealth Management, and Registered Investment Advisor.
Develop and maintain strong relationships with a targeted and dynamic group of Financial Advisors who are known to engage in model portfolio business but are not currently covered.
Primarily engage with FAs over the phone, utilizing screen share technology to leverage JPMorgan resources, tools, and model portfolios effectively.
Become an expert in our Multi-Asset Solutions (MAS) views, portfolio moves/rationale, performance, positioning points, and the competitive landscape.
Prepare and deliver compelling presentations to clients and prospects, showcasing the benefits and performance of our model portfolios.
Stay informed about market trends, economic developments, and investment strategies to provide valuable insights and recommendations to client advisors and clients.
Manage and conduct 20 agenda-driven meetings per week, ensuring productive and meaningful interactions with FAs.
Collaborate with advisors to deliver market and portfolio insights and drive adoption and investment in our model portfolios.
Ensure all client communications and portfolio recommendations adhere to regulatory requirements and internal risk management policies.
Work closely with various teams, including marketing, sales, and operations, to support the promotion and distribution of model portfolios.
Required qualifications, capabilities and skills
Bachelor's degree in Finance, Economics, Business, or a related field;
Series 7 and 63
Minimum 3 years of experience in investment management, portfolio management, or a related field, with a focus on client-facing roles.
Strong understanding of investment principles, asset allocation, and portfolio construction..
Excellent analytical, quantitative, and problem-solving skills.
Strong communication and presentation skills, with the ability to convey complex investment concepts to a diverse audience.
Detail-oriented with a high level of accuracy and the ability to manage multiple tasks and deadlines.
Team player with a collaborative mindset and the ability to work effectively in a fast-paced environment.
Willingness to travel occasionally within the Western US.
Preferred qualifications, capabilities and skills
Advanced degree or CFA designation preferred.
J.P. Morgan Wealth Management - Private Client Investment Associate - Morse Crossing
Columbus, OH Job
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Part Time Associate Banker Columbus Central West (30 Hours)
Columbus, OH Job
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
**Job responsibilities**
+ Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
+ Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
+ Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
+ Assists clients and the branch team by helping with new account openings when needed
+ Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
**Required qualifications, capabilities, and skills**
+ 6+ months of customer service experience
+ High school diploma or GED equivalent
**Preferred qualifications, capabilities, and skills**
+ Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
+ Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
+ Strong desire and ability to influence, educate, and connect customers to technology
+ Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Risk Management - Asset Wealth Management - Special Credits Executive, Global Head of Special Credits, Managing Director
Columbus, OH Job
Bring your expertise to JPMorgan Chase as a Special Credits Executive and play a pivotal role in Risk Management and Compliance, ensuring JPMorgan Chase remains strong and resilient. You will help the firm grow responsibly by anticipating new and emerging risks and using your expert judgment to solve real-world challenges that impact our company, customers and communities. Our culture encourages thinking outside the box, challenging the status quo, and striving to be best-in-class.
Job summary
As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will play a significant role in managing risk and supporting the global lending practice. As the AWM Global Head of Special Credits, you will lead a team of Special Credits Executives in managing problem credit portfolios across various markets, including the United States, EMEA, Asia, and Latin America.
Job responsibilities
Lead and mentor a team of experienced special credit officers, overseeing their management of problem credit portfolios.
Approve credit risk ratings and resolution strategies for high-risk credit exposures.
Navigate complex problem loan restructurings, bankruptcies, and enforcement proceedings.
Develop a thorough understanding of the firm's risk management and control policies and guidelines to ensure compliance and support effective decision-making.
Collaborate closely with internal and external legal counsel to maximize recovery on distressed assets and mitigate potential liability.
Conduct quarterly credit surveillance meetings and challenge strategies, risk ratings and reserve recommendations.
Approve asset-specific reserve recommendations and ensure compliance with relevant accounting policies.
Collaborate with senior credit risk leadership in establishing quarterly qualitative reserves.
Mentor junior credit officers and analysts through lessons-learned sessions.
Oversee and facilitate ad hoc risk-related projects and workflows.
Communicate proactively on newly identified problem credit exposures and escalate potential credit cost items to the respective markets.
Required qualifications, capabilities and skills
Master's or Bachelor's degree required.
10+ years in a similar banking or credit approval role with a track record of exceeding performance expectations.
Highly organized, motivated and hard working with exceptional communication skills, both written and verbal
Outstanding professional reputation and integrity.
Strong leadership skills with experience in training and managing a team.
Expertise in loan structuring, complex finance structures, negotiating, credit analysis and portfolio management, with experience synthesizing information, developing recommendations, making decisions and problem-solving.
Deep understanding of creditor rights and enforcement strategies.
Considerable experience working with attorneys on enforcement and bankruptcy litigation.
Knowledge of lien perfection and priority, including but not limited to real property, accounts, aircraft, boats, automobiles, life insurance, and cash and marketable securities.
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
Analytics Solutions Manager
Columbus, OH Job
JobID: 210574962 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $123,500.00-$205,000.00 JPMC Internal Audit is seeking an Analytics Solutions Manager to join the Central Data Analytics Solutions team. In this role, you will collaborate with stakeholders, auditors, and technology partners to deliver innovative solutions by defining business cases, performing detailed analyses, creating business requirements, and evaluating the effectiveness of delivered solutions, while facilitating communication across the audit department. The successful candidate will be a self-motivated leader with strong project management and communication skills, who thrives in a collaborative, fast-paced environment, possesses detailed audit and technology knowledge, and a minimum of seven years of experience in financial services or related fields. You will report to and work closely with the Central DA Solutions Lead to facilitate innovation supporting the Internal Audit Department.
In this role, you will focus on defining and delivering innovative solutions for the Internal Audit department. You will coordinate with stakeholders, including auditors, senior management, corporate technology, and other areas such as centers of excellence. You will also have opportunities to present to large groups and senior management.
Job Responsibilities
* Collaborate with stakeholders, auditors, and technology partners to deliver innovative solutions.
* Define business cases, including approach, feasibility, research findings, cost-benefit analysis, and risks.
* Perform detailed analyses on opportunities, assessing applicability, viability, feasibility, and sustainability.
* Create business requirements for solutions, incorporating stakeholder feedback.
* Facilitate sessions with stakeholders to formalize business requirements.
* Evaluate the effectiveness of solutions to ensure they remain fit-for-purpose, accurate, complete, and timely.
* Comply with all applicable policies, procedures, and standards.
* Communicate delivered solutions to the audit department, teams, and stakeholders as needed.
* Perform other activities to facilitate the objective of the group, e.g., managing resolution of defects, user acceptance testing, production validation, monitoring activities, etc.
Required qualifications, capabilities, and skills
* Minimum of a Bachelor's degree
* Minimum of 7 years of experience in financial services, internal audit, data analytics, technology, business analysis, or risk/controls.
Preferred qualifications, capabilities, and skills
* Thrive in a collaborative team environment, managing expectations and competing priorities with enthusiasm and adaptability in a fast-paced setting.
* Demonstrate strong leadership skills, including communication, adaptability, emotional intelligence, and development
* Exhibit strong project management skills and experience with complex data sets, drawing conclusions, and reporting findings.
* Display strong written and verbal communication, presentation, end-user service, and technical writing skills, with an interest in integrating operations with technology.
* Show excellent partnership and influencing skills.
* Efficiently oversee multiple tasks with a history of creative and successful delivery.
* Commit to continuous learning and staying updated on new tools and technologies.
Microsoft Cloud Infrastructure Engineer III
Columbus, OH Job
You belong to the top echelon of talent in your field. At one of the world's most iconic financial institutions, where infrastructure is of paramount importance, you can play a pivotal role. As an Infrastructure Engineer III at JPMorgan Chase within the Enterprise Technology Employee Platforms, you utilize strong knowledge of software, applications, and technical processes within the infrastructure engineering discipline. Apply your technical knowledge and problem-solving methodologies across multiple applications of moderate scope.
**Job responsibilities**
+ Applies technical knowledge and problem-solving methodologies to projects of moderate scope, with a focus on improving the data and systems running at scale, and ensures end to end monitoring of applications
+ Executes conventional approaches to build or break down technical problems
+ Partners with application and infrastructure teams to identify potential capacity risks and govern remediation statuses
+ Considers upstream/downstream data and systems or technical implications
+ Adds to team culture of diversity, equity, inclusion, and respect
+ Design, engineer and deploy services in Azure, using automation tools, IaC (Infrastructure as Code), Terraform, ARM, PowerShell, and the Azure Cli
+ Create automation workflows for compute, networking, storage and other infrastructure deployments
+ Collaborate with senior technology and business stakeholders to understand requirements and engineer solutions around them
+ Partner with external vendors, and internal teams to overcome technical challenges and deliver solutions
+ Execute creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
**Required qualifications, capabilities, and skills**
+ Formal training or certification on software engineering concepts and 3+ years applied experience
+ Strong knowledge of one or more infrastructure disciplines such as hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, and performance assessments
+ Strong knowledge of one or more scripting languages (e.g., Scripting, Python, etc.)
+ Experience with multiple cloud technologies with the ability to operate in and migrate across public and private clouds
+ Strong knowledge of public cloud and on-premise Windows virtual desktop environments
+ Expertise in Windows authentication protocols, Azure RBAC, network topologies, security principles, firewalls and technical problem solving
+ Passionate and energetic technology leader and problem solver
+ Thrives on innovative and solid engineering practices
+ In-depth knowledge of the financial services industry and their IT systems
**Preferred qualifications, capabilities, and skills**
+ Ability to uncover business challenges and develop solutions to solve those challenges
+ Expert knowledge of the Windows 11 operating system
+ Knowledge of Amazon (AWS), Microsoft Azure and Google Cloud technologies
+ Ability to communicate effectively with business leaders, application developers and systems technology experts
+ Ability to coordinate efforts across disparate groups
+ Ability to work well at a conceptual level in driving concepts out into workable solutions
+ Ability to define target state architectures and developing applicable transition plans
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
Information Security Engineering Senior Manager
Columbus, OH Job
**About this role:** Join an exciting, fast-paced organization working on cutting edge encryption, tokenization and key management technologies, leveraged to protect information companywide. Wells Fargo is seeking a Information Security Engineering Senior Manager to lead and oversee Teams working with hardware security modules (HSMs), security appliances, application encryption and tokenization. This leadership role requires strong Information Technology and Information Security foundational knowledge, as well as experience with and awareness of encryption/tokenization and key management technologies and engineering practices. The ideal candidate for this position will have demonstrated experience leading a team, influencing and collaborating with all levels of leadership, including Executives, in a large Enterprise environment. The role closely partners across Wells Fargo Technology Infrastructure, Cybersecurity and lines of business to drive information protection product delivery, support business priorities and oversees the allocation of people and financial resources to ensure commitments are met and align with strategic objectives
**In this role, you will:**
+ Manage a team of Information Security Engineers that design, document, test, maintain and provide issue resolution recommendations for highly complex security solutions related to networking, cryptography, cloud, authentication or directory services, email, internet, applications, or endpoint security.
+ Engage more experienced information security and line of business management to identify, formulate and implement information security solutions and controls.
+ Lead a large, complex information security unit or a number of smaller specialized work units with direct impact to companywide information security objectives having high risk and complexity.
+ Manage security consulting on large projects for internal clients to ensure conformity with corporate information security policy and standards.
+ Set guidelines for compliance and risk management requirements for supported area and work with other stakeholders to implement key risk initiatives.
+ Oversee resource allocations to ensure commitments align with strategic objectives.
+ Manage implementation of information security such as availability, integrity, confidentiality, risk management, threat identification, modeling, monitoring, incident response, access management and business continuity.
+ Maintain a broad awareness of the state of information security across the enterprise and industry.
+ Influence change to information security policy, standards and procedures for systems, applications or tools.
+ Lead large, companywide projects and initiatives.
+ Represent the organization to regulators, industry groups and governmental agencies.
+ Interface with Information Security Industry Leaders, Financial industry Leaders, Analysts and Regulators.
+ Advise more experienced leadership or executive management on issues with high, critical impact on the company.
+ Manage allocation of people and financial resources for Information Security Architecture.
+ Develop and guide a culture of talent development to meet business objectives and strategy.
**Required Qualifications:**
+ 10+ years of strategic technology leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 10+ years of experience building, leading, managing, and mentoring high-performance engineering or operations teams.
+ 5+ years of experience in a leadership/management role specific to engineering teams working with encryption/key management (e.g. Hardware Security Modules), Public Key Infrastructure (PKI) or related information protection technologies
+ 10 + year's Experience with engineering, support and application integration of various HSM vendor products like FutureX, Thales and Atalla HSMs
+ 2+ year's experience with Programming / scripting knowledge for automating and integrating cryptographic libraries with HSMs
**Desired Qualifications:**
+ Advanced expertise in cryptography and key lifecycle management
+ Experience with Application encryption and tokenization product like Opentext Voltage is a plus
+ Ability to influence across all organizational levels, particularly senior/executive management
+ Knowledge and understanding of leveraging and administering digital certificates, and keys for authentication and encryption.
+ Deep knowledge of information security frameworks, standards, and best practices, including NIST and ISO guidelines for encryption and automated resilience.
+ Familiarity with compliance standards such as FIPS 140-2, PCI DSS and Common Criteria
+ Proficiency with monitoring and data analysis tools like Splunk and Elasticsearch for encryption-related security event detection and performance tracking.
+ Knowledge of synthetic transaction monitoring tools to ensure the reliability and availability of critical systems.
+ Experience in designing and implementing self-healing systems, including automated recovery and fault-tolerant solutions.
+ Strong vendor management skills, including evaluating, onboarding, and collaborating with vendors for encryption tools and automated recovery solutions.
+ Exceptional ability to communicate complex technical concepts to a wide range of audiences, including executives.
+ Knowledge of cloud-based HSM solutions and hybrid deployments (on-premises and cloud)
+ Familiarity with risk assessment, incident response planning, and audit processes for HSM governance
+ 3+ years experience with Agile practices and frameworks such as SCRUM and KANBAN as well as Confluence and JIRA toolsets.
**Job Expectations:**
+ Ability to travel up to 10% of the time.
+ Hybrid work schedule requires onsite presence (3 days / week).
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$144,400.00 - $300,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
2 Apr 2025
***** **_Job posting may come down early due to volume of applicants._**
**We Value Diversity**
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-443379
Risk Management - Dealer Commercial Services Special Credits Lead Credit Officer- Vice President
Columbus, OH Job
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 Special Credits Lead in Dealer Commercial Services, you will be a leader on the Special Credits Team expected to serve as a Credit Executive and manage a portfolio of marginal to adversely graded credit relationships. In this leadership role you will act with the purpose of improving the overall quality of the portfolio through negotiating satisfactory repayment/exposure management, obtaining additional collateral, and/or restructuring credit facilities. With guidance, you will be expected to structure deals appropriately within your credit authority and provide guidance and recommendations on deals outside of your credit authority. You will be expected to work independently and be a key resource concerning credit issues, bankruptcy and policy expertise. This position plays an integral role in the management of problem credits focusing on risk management and maximization of recovery on Dealer Commercial Services loans to automobile dealerships.
The Dealer Commercial Services team specializes in floorplan lines of credits, real estate loans, acquisition loans, working capital loans, and treasury products to our 450+ franchised retail automobile dealer group relationships. We are searching for a Special Credits Lead Credit Officer. The Special Credits Lead Credit Officer is recognized for superior commercial lending knowledge and analytical abilities. You must possess and apply a broad understanding of the business environment including the auto industry, current events, and economic cycles.
Job Responsibilities
Manage a portfolio of problem credits and provide ongoing oversight of credit management activities across the team including guidance on policy issues, procedures and risk ratings
Interface regularly with borrowers, financial advisors, and outside counsel in order to generate the best solution for repayment of credit exposure
Formulate strategies and present recommendations to internal and senior management on distressed situations in either an advisory or managed capacity
Demonstrate an expert understanding of the workout process, client engagement, negotiation strategies, and understanding of proper reporting to management according to bank policies and OCC requirements
Ensure high-quality credit decisions through the completion of consistent, high-quality risk and analysis packages that adhere to regulations, policies, and procedures
Prepare valuations for reserving and charge-off analysis on problem loans and support the firm's work in forecasting for non-performing loans, charge-offs, and recoveries
Collaborate, build, and maintain strong partnerships across the organization
Demonstrate strong leadership skills by mentoring, coaching, providing ongoing training support, and supporting the development of the Special Credits team
Demonstrate the ability to prioritize multiple tasks to meet deadlines and oversee Credit Officer resources, ensure timely submission of credit packages
Support the Head of Special Credits with additional responsibilities as assigned including, but not limited to, leading and contributing to special projects related to credit topics and issues
Required qualifications, capabilities, and skills
Bachelor's degree in finance, accounting or related field
10+ years' commercial banking / lending experience including extensive credit experience
Commercial banking / automotive captive experience, with thorough knowledge of accounting and financial statement analysis
Superior analytical skills supported by excellent written and verbal communication skills
Thorough knowledge of the Bank's policies and procedures, as well as its products and their inherent risks
Recognized leadership capabilities and executive presence
Demonstrated judgment and ability to act decisively
Experienced in indirect supervision of professional level employees
Preferred qualifications, capabilities, and skills
Prior experience in a Special Credits / Work out / Problem Credit role
2026 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank
Columbus, OH Job
JobID: 210586255 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; Long Island City,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; 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
2026 Global Private Bank Advisor Program (SUMMER Analyst) - USPB
Short Description
Advisor Training Program in Global Private Bank working with advisors to support client. Target applicant: Expected graduation 2027
Posting Description
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
* Graduation date of December 2026 through June 2027
* Attend college/university in the U.S.
* Highly driven person who enjoys working in teams to develop complex solutions
* Exceptional interpersonal, communication, analytical and problem-solving skills
* Excellent organizational skills and ability to multitask
* Genuine interest in financial markets and macro-level economic trends
* Desire to ultimately work with external clients in a relationship building and sales capacity
* Ability to thrive in a fast-paced, collaborative environment
* Highly inquisitive, focused and pro-active
* Good judgment and discretion when working with confidential information
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
JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles. The JPMorgan Chase U.S. Benefits Program is generally available in whole or in part to most employees in the U.S. who meet the eligibility criteria.
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.
JPMorgan Chase 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.
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
Wealth Management Client Associate (FP)
Columbus, OH Job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (******************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
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HR Control Manager Global Operations - Vice President
Columbus, OH Job
Join our Human Resources Control Management (CM) Team today! This role offers an opportunity to contribute to maintaining a strong and consistent control environment through a joint accountability model that align managers with each line of business, function and region to mitigate operational risk.
As a Control Manager - Vice President on the HR Controls team, you will be part of a team that ensures strong and consistent controls are observed across the firm. You will have the opportunity to use your skills and knowledge to ensure the security and success of the firm. The HR Controls team focuses on four areas: Risk Identification & Assessment, Control Design & Evaluation, Issues & Control Deficiencies and Control Governance & Reporting.
Job Responsibilities
Provide subject matter expertise in relation to operational risks as it relates to Global Operations, this includes areas such as Payroll, Retirement, Mobility, Benefits, Employee Data, Compensation and other operational systems and workflows
Partner with key senior stakeholders within Global Operations to identify and assess risks and provide control expertise on the design of controls to mitigate data related risks
Create a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols
Review and analyze program related data (e.g., KRI/KPI) to proactively identify existing and emerging Operational risks and issues to support business-related programs and strategies
Provide leadership support for the end-to-end execution of the Control and Operational Risk Evaluation (CORE), including control deficiencies and resolutions, to reduce financial loss, regulatory exposure, and reputational risk
Engage with control colleagues across the firm, business, operations management, legal, compliance, risk, audit, regulators and technology control functions
Provide additional process and program portfolio support activities may including but not limited to: Control Operational Risk Evaluation (CORE), Office of Legal Obligations (OLO), Inter Affiliate Services (IAS) and other smaller control programs.
Translate business requirements into effective and streamlined robust control solutions
Required qualifications, capabilities, and skills
Bachelor's degree or equivalent experience required
7+ years of financial service experience in controls, audit, quality assurance, risk management, or compliance
Proficient knowledge of control and risk management concepts with the ability to design, create and evaluate the operational risk and control environment in conjunction with business partners
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Visio)
Strong knowledge of data risk management and working experience of data governance, protection, classification, retention, destruction, quality and data use; and how to apply that to an operational and/or a technology environment
Excellent written and verbal communication skills with an ability to influence business leaders in a meaningful and actionable manner
Exceptional interpersonal skills; exceptional collaboration and relationship building skills
Solid critical thinking, attention to detail and analytical skills; able to synthesize large amounts of data and formulate appropriate conclusions including: Understanding root cause / identifying control deficiencies, developing timely and sustainable solutions and analyzing metrics for emerging risk
Implementation skills including: writing action plans and procedures, change management and the ability to make subjective and informed decisions based upon output, influence stakeholders and justify decision making
Preferred qualifications, capabilities, and skills
Ability to understand the business / knowledge of regulation surrounding business, including expertise in at least one HR discipline, including, Benefits, Compensation, Employee Relations, Recruiting, Talent & Learning, Workforce Data (Privacy and Data Laws), Diversity Equity & Inclusion, Regulatory Affairs, and HR Operations (Mobility, Payroll, Timekeeping, Retirement)
Flexible, adaptable to shifting priorities; manages competing priorities to achieve the most effective result and able to work in a fast-paced, results focused environment
Ability to understand a process and associated risk to inform control design
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time.
Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting.
We are unable to provide relocation assistance for this role at this time.
Asset Management - Model Portfolio Specialist Client Advisor- Associate
Columbus, OH Job
JPMorgan Asset Management is a global leader in investment management, dedicated to delivering exceptional client service and innovative investment solutions. Our team of professionals is committed to helping clients achieve their financial goals through a comprehensive range of investment strategies and services.
As a Model Portfolio Specialist within the dynamic team at JPMorgan Asset Management, you will be a highly motivated and client-focused team member. Your critical role will involve supporting our client advisors and promoting sales of our model portfolio offerings. You will collaborate closely with client advisors to ensure effective communication and implementation of model portfolios, with limited travel required in the Midwestern and Western US.
**Job Responsibilities**
+ Manage a territory of advisors across multiple channels, including Independent Broker Dealer, Wealth Management, and Registered Investment Advisor.
+ Develop and maintain strong relationships with a targeted and dynamic group of Financial Advisors who are known to engage in model portfolio business but are not currently covered.
+ Primarily engage with FAs over the phone, utilizing screen share technology to leverage JPMorgan resources, tools, and model portfolios effectively.
+ Become an expert in our Multi-Asset Solutions (MAS) views, portfolio moves/rationale, performance, positioning points, and the competitive landscape.
+ Prepare and deliver compelling presentations to clients and prospects, showcasing the benefits and performance of our model portfolios.
+ Stay informed about market trends, economic developments, and investment strategies to provide valuable insights and recommendations to client advisors and clients.
+ Manage and conduct 20 agenda-driven meetings per week, ensuring productive and meaningful interactions with FAs.
+ Collaborate with advisors to deliver market and portfolio insights and drive adoption and investment in our model portfolios.
+ Ensure all client communications and portfolio recommendations adhere to regulatory requirements and internal risk management policies.
+ Work closely with various teams, including marketing, sales, and operations, to support the promotion and distribution of model portfolios.
**Required qualifications, capabilities and skills**
+ Bachelor's degree in Finance, Economics, Business, or a related field;
+ Series 7 and 63
+ Minimum 3 years of experience in investment management, portfolio management, or a related field, with a focus on client-facing roles.
+ Strong understanding of investment principles, asset allocation, and portfolio construction..
+ Excellent analytical, quantitative, and problem-solving skills.
+ Strong communication and presentation skills, with the ability to convey complex investment concepts to a diverse audience.
+ Detail-oriented with a high level of accuracy and the ability to manage multiple tasks and deadlines.
+ Team player with a collaborative mindset and the ability to work effectively in a fast-paced environment.
+ Willingness to travel occasionally within the Western US.
**Preferred qualifications, capabilities and skills**
+ Advanced degree or CFA designation preferred.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $70,000.00 - $75,000.00
Analytics Solutions Manager
Columbus, OH Job
JPMC Internal Audit is seeking an Analytics Solutions Manager to join the Central Data Analytics Solutions team. In this role, you will collaborate with stakeholders, auditors, and technology partners to deliver innovative solutions by defining business cases, performing detailed analyses, creating business requirements, and evaluating the effectiveness of delivered solutions, while facilitating communication across the audit department. The successful candidate will be a self-motivated leader with strong project management and communication skills, who thrives in a collaborative, fast-paced environment, possesses detailed audit and technology knowledge, and a minimum of seven years of experience in financial services or related fields. You will report to and work closely with the Central DA Solutions Lead to facilitate innovation supporting the Internal Audit Department.
In this role, you will focus on defining and delivering innovative solutions for the Internal Audit department. You will coordinate with stakeholders, including auditors, senior management, corporate technology, and other areas such as centers of excellence. You will also have opportunities to present to large groups and senior management.
Job Responsibilities
Collaborate with stakeholders, auditors, and technology partners to deliver innovative solutions.
Define business cases, including approach, feasibility, research findings, cost-benefit analysis, and risks.
Perform detailed analyses on opportunities, assessing applicability, viability, feasibility, and sustainability.
Create business requirements for solutions, incorporating stakeholder feedback.
Facilitate sessions with stakeholders to formalize business requirements.
Evaluate the effectiveness of solutions to ensure they remain fit-for-purpose, accurate, complete, and timely.
Comply with all applicable policies, procedures, and standards.
Communicate delivered solutions to the audit department, teams, and stakeholders as needed.
Perform other activities to facilitate the objective of the group, e.g., managing resolution of defects, user acceptance testing, production validation, monitoring activities, etc.
Required qualifications, capabilities, and skills
Minimum of a Bachelor's degree
Minimum of 7 years of experience in financial services, internal audit, data analytics, technology, business analysis, or risk/controls.
Preferred qualifications, capabilities, and skills
Thrive in a collaborative team environment, managing expectations and competing priorities with enthusiasm and adaptability in a fast-paced setting.
Demonstrate strong leadership skills, including communication, adaptability, emotional intelligence, and development
Exhibit strong project management skills and experience with complex data sets, drawing conclusions, and reporting findings.
Display strong written and verbal communication, presentation, end-user service, and technical writing skills, with an interest in integrating operations with technology.
Show excellent partnership and influencing skills.
Efficiently oversee multiple tasks with a history of creative and successful delivery.
Commit to continuous learning and staying updated on new tools and technologies.
Part Time (20 Hours) Associate Banker Lancaster Downtown, Lancaster, OH
Lancaster, OH Job
JobID: 210606997 JobSchedule: Part time JobShift: : We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience