Chase- Candidate Experience page

Oversee and analyze client account reviews, manage staff performance, and ensure regulatory compliance within wealth management. | Requires 5+ years in securities supervision, compliance, or risk, with FINRA licenses, deep knowledge of securities regulations, and supervisory experience. | J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders. Job Responsibilities: • Monitor and analyze the progress of active account and book reviews, as well as staff productivity. • Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues. • Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment. • Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings. • Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members. • Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training. • Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts. • Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers. • Identify and escalate potential issues to appropriate parties for further action. • Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum. • Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff. Required Qualifications, Capabilities, and Skills: • Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments. • Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies. • Eagerness to engage directly with clients and advisors. • Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). appropriate State Life & Health Insurance license. Additional licensing requirements must be met within 120 days of hire. • Competent knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices. • Strong critical thinking, analytical research, and quantitative skills with the ability to provide clear, concise, and timely resolution to issues. • Excellent written and verbal communication skills, including the ability to communicate with all levels of management. • Exceptional time management, risk analysis, proven judgment, problem-resolution and decision-making skills. • Ability to understand new investment products, Advisor/Banker compensation plans, and firm-wide policies and procedures to conduct reviews. • Ability to build relationships across business functions to obtain necessary information for conducting reviews. • Ability to travel 50% of the time. Preferred Qualifications, Capabilities, and Skills: • Bachelor’s Degree preferred. • Experience as a Supervisory or Compliance professional preferred. • Advanced knowledge of FINRA, MSRB, and SEC rules and regulations. • Experience working alongside Advisors preferred. • Bilingual Spanish FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Manage and grow a portfolio of large business clients by providing financial advice, acquiring new clients, and deepening product utilization while ensuring risk management and client experience. | Minimum 5 years in business banking relationship management or lending, strong business network, knowledge of business credit underwriting, and excellent communication and organizational skills. | If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities • Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses • Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. • Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners • Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects • Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship • Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions • Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills • Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience • Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards • Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently • Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate • Balance needs of clients with associated risks and interests of the firm • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills • Bachelor’s degree in Finance or related field, or equivalent work experience • Minimum of 3 years’ managing clients >$10+MM revenue • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

Lead complex technology projects and programs, manage resources and budgets, facilitate agile ceremonies, and ensure alignment of technology initiatives with business goals. | 5+ years in technical program management with 3+ years in a lead role, strong agile experience, stakeholder management skills, proficiency with JIRA and Confluence, and a relevant bachelor's or master's degree. | Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment. As a Lead Technical Program Manager in the Commercial & Investment Bank, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery. Job responsibilities • Develop and execute comprehensive project plans, incorporating both technical and non-technical requirements, dependencies, integration points, resource allocation, and timelines to ensure on-time delivery of end-to-end solutions • Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum • Collaborate with cross-functional teams including engineering, product, commercialization, operations, and business stakeholders to define program scope, objectives, and deliverables, ensuring alignment with overall business goals • Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness • Guide multiple feature teams in agile ceremony facilitation including backlog refinement, sprint planning, daily stand-ups, reviews, and retrospectives • Champion the adoption of agile methodologies, foster a culture of continuous learning and innovation, and support the feature teams in understanding and implementing the agile principles and practices of the organization • Organize and facilitate quarterly PI (program increment) planning sessions with all key program stakeholders, baseline a 90-day plan, and track / report status against the plan to ensure status alignment on all key deliverables • Monitor trends and report on key agile metrics such as velocity, say/do, churn, burn down charts, time to market, etc and work with Product and Engineering Leads to create plans for driving improvements • Assist in the creation and maintenance of project documentation and artifacts using Confluence and JIRA Required qualifications, capabilities, and skills • 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization with at least 3 years in a Lead or Senior role • Strong hands-on experience working directly with feature teams in agility / scrum master capacity within large-scale, agile environments • Advanced expertise in stakeholder management with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients • Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment • Strong understanding of agile methodologies and metrics • Substantial experience with project management tools and software, including JIRA, Confluence, and Project • Solid analytical and problem-solving skills with the ability to interpret data and provide actionable insights • Excellent leadership, communication, and stakeholder management skills • Strong organizational skills and attention to detail • Bachelor’s or Master’s degree in Computer Science, Information Systems, or related field Preferred qualifications, capabilities, and skills • PMP (Project Management Professional) or Agile / Scrum (CSM, PSM, SAFe, or equivalent) certification • Experience working in a highly-matrixed, complex organization • Experience managing commercialized product launches • Familiarity with financial services, FinTech, payments, fraud prevention, and AI/ML strategies

Manage multi-year platform modernization programs for US Public Sector payments, lead a Program Management Office, oversee product and technology delivery, and collaborate with internal and external stakeholders to ensure successful execution. | Requires multi-disciplinary program management expertise, strong influencing skills, experience managing digital transformations for mission-critical systems, executive presence, and US citizenship or permanent residency. | J.P. Morgan is one of the world's largest providers of payments services. We are a full-service provider of innovative cash management, trade, liquidity, commercial card, and escrow services - specifically developed to meet the challenges treasury professionals face today. More than 135,000 corporations, financial institutions, governments, and municipalities in over 180 countries entrust their business to J.P. Morgan Chase. US Public Sector, a priority client segment, presents a unique opportunity to deliver modern payment platforms and services to the Federal Government. Position Summary The Public Sector Payments business is composed of highly complex product solutions that leverage product capabilities in JPMorgan Payments today, as well as targeted investments delivered to agencies and departments of US Government. We are seeking a proven Program Management Executive – US Public Sector, to manage and design and delivery success across all disciplines of these solutions (deadlines, budget, resourcing, executive forums and governance). This position will report to the global head of the Public Sector product company who is responsible for delivering products that enable Government clients to integrate, manage, and modernize critical payment infrastructure with faultless execution. The ideal candidate is a highly organized executive leader with superior influencing and project management skills who can ensure the delivery of critical Federal Agency platforms while flexibly adapting to internal and market forces. Additionally, the candidate should have a working knowledge of modern technology stacks (API’s, microservices, etc.), agile/iterative development, design thinking, core payment rails (ACH, check, wires) and has previously supported a US Federal Agency client. This position will succeed by delivering a portfolio of solutions to the Federal Government, organization and planning staffing levels across Program Management Office, Product, Operations, Risk, Security and Contractors in coordination with Technology Delivery and meeting performance KPI, team satisfaction, and external partner satisfaction. Responsibilities: • Manage multi-year platform modernization programs in for Public Sector driven by creating “digital-1st” payments experience, with intensive teaming between the Client, internal stakeholders across Product, Technology, Business Operations, and external technology contractors as needed • Manage and build a dedicated Program Management Office with responsibility for a portfolio of client and internal product commitments. • Support Product, Technology and Operations leads in performing oversight of external partners and their adoption of modern technologies and architectural design principles • Identify potential roadblocks and develop recommendations for delivery issues, change requests, pre-release QA, production issues • Monitor and measure product performance with daily reports, monthly dashboards, and periodic stakeholder reviews, and update senior management accordingly • Prioritize the product and technology delivery backlogs based on client demand, business cases, product KPI, strategic business goals • Partner with Risk, Compliance, Security and other Business Control functions leads to manage prioritization, resourcing, controls, readiness, and go-to-market plans • Partner with 3rd party vendors / alliances to enhance product offering and core competencies • Represent J.P. Morgan as an articulate, thoughtful, and knowledgeable representative of our Product organization Requirements: • Multi-disciplinary expertise across functions such as program management, Information Technology, customer service, security, fraud monitoring, data management and analysis, replace with expertise in holistic program delivery of technology builds and operating services. Must understand and utilize change management principles to manage full lifecycle of program. • Strong influencing and partnership / collaboration skills to drive cross-product and cross-functional teams • Proven track record of managing digital transformations and complex programs for mission-critical systems • Manage multiple projects and deliverables concurrently and effectively, • Strong ability to analyze opportunities and problems, recommend solutions, and communicate effectively & confidently (both verbal and written) to senior levels and stakeholders • Strong executive presence; comfortable interacting with and presenting to all levels of management • Ability to productively work in a matrix management organization • Positive, team-oriented attitude and inspiring leadership skills a must • Travel requirement: approximately 25% • Must be a US Citizen or legal permanent resident • Bachelor’s degree required; MBA preferred

Lead sales enablement team, manage RFP and proposal processes, collaborate across departments, and drive sales strategy in financial wellness and equity compensation. | 7+ years in sales enablement or business development in financial services or fintech, 2+ years managing teams, strong RFP and proposal management skills, and excellent communication. | Job Summary: J.P. Morgan Workplace Solutions is seeking a dynamic and strategic Vice President, Proposals to drive the growth of our equity compensation and financial wellness offerings. This role requires a player/coach who can lead a high-performing team while actively contributing to RFPs, decks, and sales enablement initiatives. The ideal candidate is process-oriented yet flexible, highly organized, and adept at project management. As part of the Marketing organization, this position serves as a vital link between Marketing, Sales, Product, and Client Solutions to enhance tools, processes, and content that fuel revenue growth. Key Responsibilities: • Lead and manage the sales enablement team to ensure seamless coordination, high performance, and execution excellence. • Develop and own the sales enablement strategy aligned with business objectives, focusing on tools, training, and content that empower the sales team. • Oversee the RFP process for prospective and existing clients—including strategy, writing, coordination, and delivery—ensuring proposals are compelling, accurate, and tailored to client needs. • Collaborate with stakeholders across Sales, Product, Legal, and Compliance to ensure consistent messaging and value proposition across all materials. • Drive continuous improvement in sales enablement operations, content management systems, and performance analytics. • Build frameworks for measuring the effectiveness of enablement tools, training programs, and proposal success rates. • Serve as a trusted advisor to senior leadership on sales strategy, client engagement trends, and field readiness. • Stay current with trends in fintech, equity compensation, and financial wellness to inform strategy and competitive positioning. Qualifications: • 7+ years of experience in sales enablement, marketing, proposal management, or business development—preferably in financial services, fintech, or enterprise SaaS. • 2+ years of experience managing a team in a matrixed environment. • Strong understanding of RFP and proposal management processes, tools (e.g., Loopio, RFPIO), and best practices. • Proven track record of collaborating across departments to deliver business-aligned solutions. • Excellent written and verbal communication skills; experience developing high-impact sales content and messaging frameworks. • Experience in equity compensation, retirement services, or financial wellness solutions is highly preferred. • Strong project management and organizational skills with the ability to juggle multiple priorities in a fast-paced environment. • Bachelor’s degree required; advanced degree or industry certifications a plus. Location & Travel: • This role is based in Nashville, TN with full-time in-office presence required 5 days/week. • Occasional travel (<10%) may be required for key meetings and events.

Manage and grow a portfolio of large business clients by providing tailored financial solutions, acquiring new clients, and collaborating with internal partners to deliver comprehensive banking services. | Minimum 5 years in business banking relationship management or related lending, strong business network, knowledge of deposit and credit products, excellent communication and organizational skills. | If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities • Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses • Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. • Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners • Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects • Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship • Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions • Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills • Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience • Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards • Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently • Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate • Balance needs of clients with associated risks and interests of the firm • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills • Bachelor’s degree in Finance or related field, or equivalent work experience • Minimum of 3 years’ managing clients >$10+MM revenue • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

Manage a portfolio of large corporate clients by providing advisory services, resolving service issues, identifying product gaps, and ensuring compliance with risk policies. | Minimum 3 years of relevant industry experience with strong knowledge of Treasury Services products, excellent communication, problem-solving skills, and ability to manage client relationships. | Step into the role of a Client Service Account Manager where you will have direct responsibility for managing a portfolio of large corporate or financial institution clients by helping them to effectively utilize our Payment Products and Services. With significant opportunities for career growth, join our diverse and innovative organization to make a meaningful impact in the ever-evolving world of Global Corporate Banking. As a Client Service Account Associate within our Payments team, you'll build strong relationships with high-level executives, deliver tailored solutions and uphold the esteemed standards of JPMorgan. Our focus is client satisfaction and relies on your ability to achieve resolution on their requests, while managing portfolio’s with complex treasury and cash management products. We support the client's business operations, identify service gaps, and leverage product expertise to recommend growth and improved efficiency. Job responsibilities: • Act as key advisor to the client, providing advice and consultation on decision making • Act as client’s central point of resolution and escalation for service issues, liaises with bank partners to manage issues • Identify and address product/service gaps by leveraging the full array of Treasury Services product capabilities • Use product knowledge to recommend and participate in product enhancements and service delivery plans • Convey multifaceted ideas and client issues with confidence • Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / cyber changes Required qualifications, capabilities and skills: • Minimum 3 years of relevant industry and/or functional experience • Understanding of core Treasury Services product sets • Utilize complex problem-solving skills while navigating all areas of our organization • Ability to present oral and written communication in an organized, clear and confident manner • Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments • Ability to partner with internal colleagues and external clients • Applies sound judgment during the decision making process; evaluates risk factors • Ability to be flexible with working hours and utilize virtual connectivity tools when business needs arise

Lead architectural design and development of software applications, drive technical evaluations, and promote use of new technologies. | 5+ years software engineering with advanced programming, automation, CI/CD, cloud native experience, and financial services industry knowledge. | We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Senior Lead Architect at JPMorgan Chase within the Corporate and Investment Bank Payments Identity team, you are an integral part of a group dedicated to developing high-quality architectural solutions for a range of software applications and platform products. Your expertise across multiple architecture domains enables you to promote significant business impact and contribute to shaping the target state architecture. Job responsibilities Executes 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 Develops secure high-quality production code, and reviews and debugs code written by others Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies Adds to team culture of diversity, equity, inclusion, and respect Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 5+ years applied experience Hands-on practical experience delivering system design, application development, testing, and operational stability Advanced in one or more programming language(s) Proficiency in automation and continuous delivery methods Proficient in all aspects of the Software Development Life Cycle Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.) In-depth knowledge of the financial services industry and their IT systems Practical cloud native experience