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The Opportunity My client is seeking an accomplished Vice President of Deal Origination / Business Development to support the continued growth of a middle market M&A advisory practice. You will engage qualified inbound business owners, lead high-value advisory conversations, assess strategic fit and transaction readiness, and convert strong opportunities into signed sell-side M&A engagements. This is a senior-level, relationship-driven role at the intersection of business development, deal origination, and strategic advisory. You will represent the firm with founders and privately held business owners, build confidence in the M&A process, create momentum through the decision cycle, and ensure each newly engaged client transitions into execution with clear expectations and strong internal alignment. What You Will Do • Lead high-value consultations with pre-qualified founders and owners of middle market businesses considering a sale, recapitalization, or other liquidity event., • Uncover company background, owner objectives, transaction timing, valuation expectations, decision criteria, and potential barriers to engagement., • Evaluate transaction readiness and strategic fit while identifying the owner’s advisory needs and desired outcome., • Position the firm’s sell-side M&A process, capabilities, market approach, deliverables, and value proposition in clear, credible language., • Develop trusted relationships across the decision cycle and create momentum through thoughtful follow-up, decisive next steps, and consistent communication., • Navigate sophisticated questions and concerns related to valuation, timing, fees, confidentiality, market positioning, and the advisory process., • Advance qualified opportunities from initial consultation through proposal discussions and executed engagement letters., • Maintain accurate CRM records, pipeline visibility, forecasts, conversion activity, and relevant client context for senior banker handoff. What You Bring • Senior-level sales or business development experience in a trust-based B2B environment, with demonstrated success closing complex, high-value services or advisory engagements., • Executive presence and the ability to communicate credibly with founders, privately held business owners, and senior executives in high-stakes situations., • Strong discovery, presentation, negotiation, objection-handling, relationship-building, and pipeline-management skills., • Strong business acumen, commercial judgment, and the ability to simplify complex financial and advisory concepts without overselling them., • Experience in M&A, investment banking, private equity, financial services, business brokerage, consulting, accounting, or related professional services is preferred., • Comfort with performance targets, accountability, and a 100% commission-only compensation model., • Available to work remotely from 9:00 AM to 5:00 PM Central Time., • Must be based in the United States. Why Join You will work with qualified inbound opportunities, engage directly with business owners at pivotal moments, collaborate closely with experienced M&A professionals, and have uncapped earning potential tied directly to the advisory engagements you help originate and secure.

The Investment Counselor Grp Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area. Responsibilities: Lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients. Experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas. Credibility to cultivate trusting, productive relationships with key partners throughout CPB and the wider Citi. Entrepreneurial and capable of bringing in new clients/investment management mandates to the bank. They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments. Candidates for this position will be able to instill collaborative and team-oriented behavior, and to leverage a wide array of product and other specialists, as well as other divisions within Citigroup, to broaden investment relationships and add the most value to clients. Understand how to align products and other investment solutions with asset allocation targets, risk management parameters and client goals. As the CPB and Citi product platforms are unusually broad and deep, the candidate must have a strong ability to coach experienced ICs and colleagues in the best ways to apply products to serve clients. CPB employs a team-based client coverage model, and the candidate will demonstrate an ability to partner very closely and effectively with management colleagues in order to coach, support and motivate client-facing professionals. Demonstrating such partnership with the Banking Regional Head, and with other product leaders in Investments and beyond, is essential. For those clients covered directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker Arrange and lead regular (quarterly) investment and business reviews with assigned clients. Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc. Partner with Bankers to prospect for new investment business Understand the investment needs of assigned clients (i.e. return expectation, risk appetite, time horizon, liquidity needs, etc.) and ensure that positions are in line with client risk profiles. Minimize the client's and Private Bank's exposure to risk by observing suitability policies and by monitoring and communicating changes in the client's financial condition as well as industry and economic trends Observe suitability and credit polices at the point of client transactions for trade approval Recommend strategic and tactical asset allocation in line with CPB's house view Oversee and coordinate the portfolio construction and implementation of investment mandates across all appropriate internal resources such as the Investment Lab, Capital Market Specialists, Managed Investment Specialists, etc. Provide direct and active ongoing portfolio advice to assigned client Uncover needs that are not clearly expressed by the client Be able to advise and influence clients, overcome objections and demonstrate the confidence to close significant business. Lead investment discussions and presentations in one-on-one settings, in small groups, and with larger audiences. Communicate complex technical details easily and consistent with the level of sophistication of the client or sales team member. Diplomacy and influence skills to build partnerships and succeed in a highly decentralized, matrixed and entrepreneurial business model Demonstrates resilience and ability to thrive and deliver results in a high pressure, global, rapidly changing and often ambiguous environment Exemplify the highest standards of conduct in all their professional activities and will faithfully observe the letter and spirit of Citi's policies and principles. Knowledge of and ability to communicate capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured products) with clients. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: 10+ years of experience Robust experience in providing investment advice and solutions as well as managerial experience. Bachelor's degree; Robust experience in providing investment advice and solutions as well as managerial experience. Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes. Ability to articulate and advocate the house view of Citi and CPB as well as the investments Citi recommends. US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Education: Bachelor's/University degree, Master's degree preferred

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential Duties And Responsibilities: • Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs., • Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition., • Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews., • Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed., • Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions., • Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L., • Provide guidance to CSRs with respect to the sales and referral process., • Promote customer satisfaction with a friendly, helpful demeanor and professionalism., • Act with confidence by answering customer questions and owning customer issues., • Maintain a position of trust and responsibility by keeping all business confidential., • Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times., • Adhere to established policies and procedures while opening/servicing the full range of Retail products., • Participate in the consumer loan and bankcard process, owning sourced loans from application through closing., • Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager., • Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. Supervisory Responsibilities: None. Minimum Knowledge, Skills And Abilities Required: • College degree or work experience providing transferrable skills or combination of education and experience., • Experience in the financial industry preferred., • Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers., • Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information., • Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication., • Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions., • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position. Working Conditions: • Normal office environment., • Extending viewing of computer screens., • This program will require the ability to travel within the affiliate for training as well as scheduling flexibility., • Travel outside of the affiliate will be required for various classroom training sessions. Personal Banker Associate II Total Base Pay Range 43,680.00 - 69,900.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html and by consulting with your talent acquisition partner. Location -- Los Angeles, California 90028

Job Description CSC Generation is the AI-native holding company re-engineering omnichannel retail. We acquire iconic brands and transform them with Genesis, our operating platform combining a Data Fabric, Automation Engine, proprietary tools, and shared services to modernize operations, elevate customer experience, and expand margins. With $1B+ in revenue across 13 brands, our portfolio includes Sur La Table, Backcountry, One Kings Lane, and others that serve as real-world innovation labs. Reports to: Executive Leadership Location: Los Angeles, California - Hybrid Required About the Role CSC Generation grows through acquisitions, and this role builds the front end of that engine. As Senior Associate, M&A Origination, you will construct the market maps, run the outreach, and open the conversations that turn into completed deals—working directly with senior deal professionals on a small, high-output team. In your first 6–12 months, success means a functioning origination pipeline you built from scratch: target universes mapped, outreach generating real conversations with owners and advisors, and sourced opportunities moving into active deal processes. This is a lean team. You will own a lot, move fast, and make decisions with full end-to-end responsibility. What You'll Do • Build the market maps that drive acquisition strategy—size target markets, identify companies that fit investment criteria, track competitive buyer activity, and produce the target lists and coverage plans the team works against for both new categories and bolt-on acquisitions., • Develop a defensible point of view on your sectors by conducting primary industry research on market trends, consolidation dynamics, buyer activity, and clearing multiples., • Build and maintain the target universe that everything else runs on—construct and enrich company profiles, keep ownership and financing detail current, and ensure the team operates from a complete and accurate picture., • Run outreach at volume and with judgment—open conversations with owners, founders, and management teams before a formal process exists to get CSC in front of businesses early., • Support coverage of the banker, broker, lender, and advisor network—maintain the relationship map, prepare for meetings, run follow-up, and ensure nothing goes cold., • Screen inbound and sourced opportunities against investment criteria and build the initial commercial case—market context, seller motivation, indicative valuation, and key risks—so the team can decide quickly whether to engage., • Stay with opportunities you source as they go live—support the deal team through diligence and deal documents, contributing until close., • Own pipeline hygiene, reporting, and tooling—keep the CRM accurate, publish coverage and conversion metrics, and build automations and AI workflows that let a small team cover a large market.Required Qualifications, • 3–6 years in investment banking, private equity, corporate development, or transaction advisory with meaningful exposure to deal sourcing or business development., • Demonstrated ability to generate activity—outreach you have run, relationships you have opened, or a pipeline you have helped build., • Solid financial literacy: ability to size a business, read a P&L and capital structure, and build a credible first-pass commercial case., • Strong research skills—able to build a market map from scratch, identify non-obvious targets, and assemble accurate ownership and financing profiles., • Fluency with sourcing and CRM platforms (DealCloud, Grata, Sourcescrub, Affinity, Apollo, or equivalents) and genuine comfort using AI tooling to extend coverage., • Comfort working quantitatively on coverage, conversion, and activity metrics, with the rigor to keep a pipeline clean without being asked., • High ownership mindset—you will be measured on the pipeline you build and the deals that close from it., • Willingness to travel regularly to targets, lenders, advisors, and key industry events.Preferred Qualifications, • Experience in consumer, retail, ecommerce, or multi-unit businesses., • Exposure to carve-outs, distressed, or special-situations transactions.Why Join The people who do best here are builders. They take ownership, move fast, and want to see the direct impact of their work. • Cross-Functional Impact: You will drive the front end of CSC's acquisition engine—your market maps, outreach, and sourced conversations directly shape which brands join the portfolio next., • AI-First Skill Building: Get hands-on with advanced AI tooling, automation workflows, and modern sourcing platforms that set you apart in any deal-making career., • End-to-End Ownership: Own the origination function from market mapping through first conversations to deal close, with the autonomy to shape how this capability scales., • Competitive Benefits: Paid time off policies, 401(k) match, medical/dental/vision and a variety of supplemental policies, and employee discounts across our portfolio of brands.Interview Process, • Recruiter Screen - A 30-minute conversation with our recruiting team to align on the role, your background, and what you are looking for., • Sourcing Challenge - A short take-home exercise so we can understand how you build a funnel and approach execution., • Hiring Manager Interview - Deep-dive conversation with Corporate Development leadership focused on your sourcing track record, approach to outreach, and deal origination experience., • In-Person Interview - We'd like to meet you at our Los Angeles office. Details and logistics will be arranged with your recruiter., • Reference Checks - Conducted in parallel with the final stages where possible., • Offer - We move quickly for the right candidate. Interview process is subject to change. Any updates will be communicated promptly and clearly. CSC Generation is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. The CSC Generation family of brands is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or accommodation due to a disability, please contact hrbenefits@cscshared.com. For US-based candidates, this posting is intended for candidates that reside in the following states: AZ, DE, FL, GA, IN, LA, MI, MS, MO, NV, NC, OK, PA, TN, TX, UT, WV, WI, and WY. It is unlawful in Massachusetts to require or administer a lie-detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio Banker within the Commercial Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Commercial Bank. Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and J.P. Morgan Merchant Services. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge. Job Responsibilities • Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million (Emerging Middle Market), • Champion a culture of innovation and a customer centric mindset, • Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio, • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships, • Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies, • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required Qualifications, Capabilities and Skills • Minimum of Five years direct lending or credit support related experience with a focus on business relationships, • Understanding of Commercial Banking products and services, • Ability to collaborate with internal partners and resources, • Demonstrated experience of meeting or exceeding sales goals, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners, • Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book Preferred Qualifications, Capabilities and Skills • Bachelor's degree and formal credit training, • Sales management, business development skills, proficiency in building and maintaining positive client relationships, • Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask, • Excellent business judgment, strategic thinking, self-directed, proactive and creative 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. 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 J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Technology Associate Banker is for you. As an Associate Banker in the Technology Industry, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. You will be responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. You will be required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore you will need to exhibit a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. Innovation is happening everywhere, and Technology delivers locally and therefore you will have deep local connections and market knowledge. This role is not eligible for employer sponsored immigration support of any kind. Job responsibilities: • Demonstrate ability to build a brand within your market that represents the Technology Industry group at JP Morgan as the "Leading Innovation Economy bank serving the best and most diverse clients", • Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments, • Relentless focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development, • Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately, • Show passion about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Required qualifications, capabilities and skills: • 3+ years of related experience, • Strong understanding of Commercial Banking products and services, • Excellent sales management and business development skills, • Proficiency in building and maintaining positive client relationships, • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners, • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done, • FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred qualifications, capabilities and skills • Bachelor's degree and formal credit training preferred, • Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers 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. 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 J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform 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 • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. 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. About Us 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 About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform 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 • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. 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. 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 Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures., • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent., • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. 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. 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 Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Disruptive Commerce and Internet Banking team, you will be responsible for growing and retaining profitable relationships within Commercial & Specialized Industries specializing in Disruptive Commerce and Internet. The Disruptive Commerce and Internet Banking team is part of J.P. Morgan's Commercial and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities • Demonstrate the ability to build a brand within your market that represents the Disruptive Commerce and Internet Banking team as the "Leading Innovation Economy bank serving the best and most diverse clients", • Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments, • Relentlessly focus on seeking out the best and most influential founders powering innovation by leveraging a referral network built through business activities and relationship development, • Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately, • Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Required Qualifications, Capabilities and Skills • 5+ years of related experience, • Strong understanding of Commercial Banking products and services, • Excellent sales management and business development skills, • Proficiency in building and maintaining positive client relationships, • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners, • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done, • FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills • Bachelor's degree and formal credit training preferred, • Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers 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. 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 J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Los Angeles, California, United States Ducera Partners is a leading, independent investment banking and strategic advisory firm. We take a collaborative, partnership-based approach to deliver superior results to our clients across a variety of advisory verticals, including mergers and acquisitions, strategic advisory, restructuring and liability management, capital solutions, and risk solutions. Ducera leverages its extensive experience with an execution-focused approach to advise clients through pivotal moments where judgment, creativity, and precision are critical. Founded in 2015, Ducera has advised on over $925 billion in transactions across a variety of industries and has offices in New York, Los Angeles, San Francisco, and Stamford. Ducera Partners is seeking to expand its team in its Los Angeles office with investment banking team members to assist in deal execution and commercial activities across the broad range of products Ducera offers. Assignments may include mergers & acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital, and frequently involve exposure to new issue advisory services (including ABS related issuances), strategic advisory assignments associated with contingent financial risk and natural disaster, government and public-sector clients. Team members can expect exposure to assignments focused on the western market, integration on assignments with teams in Los Angeles (primary), San Francisco and New York, and activity driven exposure to advisory opportunities in topical industries and products. Recent power, utility, government and public policy assignments have included advising elected officials and regulators on wildfires/natural disasters, liability frameworks and capital markets implications, and new issuance advisory assignments including achieving the lowest cost on new security issuances. This role provides experienced investment banking professionals the opportunity to operate at the intersection of corporate finance, strategic advisory, public policy, and capital markets, applying rigorous financial analysis and transaction execution skills to assignments. Team members are expected to work on a wide range of assignments across active products and industries (including those identified above). Work will include, but is not limited to: • Working closely with senior bankers and clients in a lean team setting, demonstrating initiative, ownership, judgment, and professionalism while managing multiple priorities and deadlines., • Coordinating complex, time-sensitive workstreams across internal teams and external parties, including clients, legal advisors, and other transaction participants., • Actively participating in transaction execution, developing and reviewing financial analyses and models, developing and reviewing transaction structures, financing alternatives, implementation paths, and scenario analyses as well as supporting senior bankers in client-facing interactions, commercial activities and deal execution., • Preparing, reviewing, and presenting client materials, including pitch books, strategic advisory presentations, transaction presentations, recommendations, and review of capital markets, ratings and credit perspectives to support discussions with clients and other stakeholders. Work involves developing and presenting perspectives, informed by reviewing substantial amounts of content, third party perspectives and recommendations, legislative and regulatory documents, credit and equity research, market reference points and internal experience., • Monitoring, tracking, interpreting and informing team on market activity and industry activity, including tracking and maintaining database of comparable transactions, fundamental credit and cost of capital implications, alternative approaches to execution, investor lists, and developments which will inform strategies, future activity, and client recommendations., • Maintain internal transaction and pipeline tracking tools, ensuring accuracy and organization in a fast-paced, multi-mandate environment, tracking news, legislative and regulatory activity and monitoring for potential opportunities. Over time, take an active role in covering clients and developing business development efforts., • Manage day-to-day transaction execution workstreams, including senior banker and clients requests and analysis on time with strong attention to detail. Ducera Partners seeks to hire individuals who are highly motivated, self-starting, team-oriented, intelligent and have excellent academic, leadership and extracurricular records. Successful candidates will demonstrate a strong background in finance, accounting, economics as well as possess excellent verbal and written communication skills, outstanding project management skills, and exceptional attention to detail. Additional qualifications include but are not limited to: • Experience in investment banking with strong technical and corporate finance foundation., • Strong organizational and process-management skills, with the ability to utilize technology and data tools to build and maintain databases, investor and lender relationships, market comps, and transaction pipeline tracking., • Demonstrated proficiency in preparing client presentations and analyzing company and transaction comparables., • Highly collaborative and team-oriented professional with a strong work ethic, attention to detail, and the maturity to interface directly with clients, investors, and senior deal bankers., • Proactive self-starter with an entrepreneurial spirit that is comfortable operating within a lean organization and a desire to play an integral role in business development efforts / strategies across topical industries and products., • Completion of a profile on Suited to further assist in an evaluation of your candidacy: Creating a Suited Profile Expected annual base salary range: $110,000 - $140,000 The annual base salary range reflects the low and high targets of the estimated base salary range for this position. The actual base salary an employee in this role receives may vary depending on a variety of factors, including but not limited to: work location, job-related knowledge, and prior experience. The range listed reflects base salary only, and the total compensation package may include other components. Ducera Partners is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. Ducera Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants.

TRUST ADVISORWHAT IS THE OPPORTUNITY?Focus is to avail COIs, bank clients, and prospects of CNB/RBC fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervivos trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to ensure proposed new relationships are within CNB's risk appetite and can be managed without issue.WHAT WILL YOU DO?Perform a legal and administrative review of all potential new business.Meet sales goals around sales expectation.Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather the necessary information and documentation to ensure we understand the risk and other issues associated with new opportunity (e.g., agreements, fee schedules, transfer directions, receipt of assets, reporting correct cost basis and tax acquisition dates, missing form and signatures, etc.).Build strong relationships with key COI’s, Bankers, and Financial Advisors.Work with external advisors and attorneys to expand trust’s brand and garner larger market share within region.Set proper expectations with all internal and external partners around timing and progress of new opportunity.Serve as a point of escalation for problem resolution.Manage risk to ensure all relationships are within CNB’s risk appetite.Provide regular tracking for review of new business activities.Meet regularly with existing income beneficiaries and remaindermen to profile clients and eventual retention of distributing trusts.Administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations of governing documents, local law or Court Order under which authority is conferred.Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues.Oversee annual administrative review of Trust accounts. Check files for correct forms, codes, review payments and transactions for accuracy. Review Trust Document to ensure documents are in compliance.Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.Obtain missing documents from clients.Produce and review gain/loss reports for clients and intermediaries. Research tax deficiency notices. Estimate taxes and allocate tax payments between principal and income, and maintain tax calendars. Communicate with Tax Vendor and external accountants.Gather data for account reconciliation's, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries.Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion as appropriate. Review and submit proposals for consideration, direction and approval.Work with appropriate colleagues to develop investment strategies.Oversee distribution of client’s assets upon termination of accounts.Respond to clients, advisors, and intermediaries regarding the administration and maintenance of accountsMaintain a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).Follow appropriate Regulation 9 process.Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.WHAT DO YOU NEED TO SUCCEED?Required QualificationsBachelor's Degree or equivalent10+ years of experience in a financial or legal services organization10 years of experience in trust administrationAdditional QualificationsBachelor's Degree12 years of experience in trust administration12 years of experience in a financial or legal services organizationStrong oral and written communication skills are required.Specifically, excellent interpersonal skills with the ability to interact effectively with all levels of CNB personnel, clients and outside contactsThe ability to profile clients with an emphasis on retaining businessFamiliarity with state tax laws, income taxation with respect to trust investment management principles, California and/or Nevada probate codeDemonstrated strategic team playerStrong organizational skillsAnticipate needs and proactively seek solutionsThe ability to work on multiple tasks/projects simultaneously is crucial in this positionMust be PC literate and be familiar with trust accounting systemsMicrosoft Office (Word, Excel & PowerPoint)JD, LLM or other legal designation/degree preferredCompletion of Trust Certificate and/or CTFA preferredWHAT'S IN IT FOR YOU?CompensationStarting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start dateGenerous 401(k) company matching contributionCareer Development through Tuition Reimbursement and other internal upskilling and training resourcesValued Time Away benefits including vacation, sick and volunteer timeSpecialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programsCareer Mobility support from a dedicated recruitment teamColleague Resource Groups to support networking and community engagementGet a more detailed look at our Benefits and Perks.ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Disruptive Commerce and Internet Banking team, you will be responsible for growing and retaining profitable relationships within Commercial & Specialized Industries specializing in Disruptive Commerce and Internet. The Disruptive Commerce and Internet Banking team is part of J.P. Morgan's Commercial and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities • Demonstrate the ability to build a brand within your market that represents the Disruptive Commerce and Internet Banking team as the "Leading Innovation Economy bank serving the best and most diverse clients", • Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments, • Relentlessly focus on seeking out the best and most influential founders powering innovation by leveraging a referral network built through business activities and relationship development, • Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately, • Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Required Qualifications, Capabilities and Skills • 5+ years of related experience, • Strong understanding of Commercial Banking products and services, • Excellent sales management and business development skills, • Proficiency in building and maintaining positive client relationships, • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners, • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done, • FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills • Bachelor's degree and formal credit training preferred, • Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers 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. 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 J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform 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 • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. 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. About Us 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 About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized capabilities both for your company and your employees. Whether it's access to a Private Banker as a corporate benefit, or financing, we aim to be your comprehensive financial partner. • Actively identify prospects and establish contact with them/convert prospects into clients., • Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation., • Anticipate events in a client's life and business which have significant financial implications., • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters., • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate., • Bring together the product experts to develop long-term solutions to strengthen relationships with the firm., • Help clients achieve broad financial/investment goals related to the creation and management of wealth., • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction., • Ensure clients are presented with seamless execution of internal processes and Citigroup services., • Apply an in-depth level of knowledge in key investment and financing products., • 15+ years of experience, • Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling, • Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities., • Series 7 & 66 Required Education: • Bachelor's/University degree, Master's degree preferred

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) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening 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 deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities • Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $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, • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. 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, • Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships, • 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, • Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities, • 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 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, • Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments, • 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, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done, • Balance needs of clients with associated risks and interests of the firm 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, • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint, • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts 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. 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. Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. Job Responsibilities • Help devise customized financial strategies for existing and prospective clients, • Prepare pitch books and meeting materials, • Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives, • Become an expert in a range of proprietary models to provide recommendations on tailored solutions, • Conduct research and analysis; assist with product development and prospecting efforts, • Research client inquiries and manage follow up communication and materials, • Work directly with clients as you continue to progress in your role Required Qualifications, Capabilities, and Skills • Bachelor's degree with a minimum overall GPA of 3.2, • No more than two years of work experience following completion of undergraduate program, • Demonstrated aptitude for sales and client relationship management Preferred Qualifications, Capabilities, and Skills • Superior multi-tasking and organizational skills, • Excellent communication skills and poise giving presentations, • Genuine interest in financial markets and macro-level economic trends, • Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions JPMorgan Chase, 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. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset 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. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills • Six plus years of work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills • MBA, JD, CFA, or CFP preferred, • Proactive, takes initiative, and uses critical thinking to solve problems, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate 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 J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset 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. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker Associate in the U.S. Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients. Job Responsibilities • Provide leverage to the Senior Banker on daily client priorities, • Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs, • Support the Senior Banker on client hierarchy and pipeline management, • Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities Required Qualifications, Capabilities, and Skills • Bachelor's Degree required, • Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Sales/origination experience, • Coachable professional with good business acumen Preferred Qualifications, Capabilities, and Skills • MBA, JD, CFA, or CFP preferred, • Excellent communication skills, • Strong analytical and quantitative skills, • Ability to multi-task and manage priorities effectively, • Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate) JPMorgan Chase, 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 J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset 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. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills • Six plus years of work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills • MBA, JD, CFA, or CFP preferred, • Proactive, takes initiative, and uses critical thinking to solve problems, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate 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. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset 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. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Los Angeles, California, United States Ducera Partners is a leading, independent investment banking and strategic advisory firm. We take a collaborative, partnership-based approach to deliver superior results to our clients across a variety of advisory verticals, including mergers and acquisitions, strategic advisory, restructuring and liability management, capital solutions, and risk solutions. Ducera leverages its extensive experience with an execution-focused approach to advise clients through pivotal moments where judgment, creativity, and precision are critical. Founded in 2015, Ducera has advised on over $925 billion in transactions across a variety of industries and has offices in New York, Los Angeles, San Francisco, and Stamford. Ducera Partners is seeking to expand its team in its Los Angeles office with investment banking team members to assist in deal execution and commercial activities across the broad range of products Ducera offers. Assignments may include mergers & acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital, and frequently involve exposure to new issue advisory services (including ABS related issuances), strategic advisory assignments associated with contingent financial risk and natural disaster, government and public-sector clients. Team members can expect exposure to assignments focused on the western market, integration on assignments with teams in Los Angeles (primary), San Francisco and New York, and activity driven exposure to advisory opportunities in topical industries and products. Recent power, utility, government and public policy assignments have included advising elected officials and regulators on wildfires/natural disasters, liability frameworks and capital markets implications, and new issuance advisory assignments including achieving the lowest cost on new security issuances. This role provides experienced investment banking professionals the opportunity to operate at the intersection of corporate finance, strategic advisory, public policy, and capital markets, applying rigorous financial analysis and transaction execution skills to assignments. Team members are expected to work on a wide range of assignments across active products and industries (including those identified above). Work will include, but is not limited to: • Working closely with senior bankers and clients in a lean team setting, demonstrating initiative, ownership, judgment, and professionalism while managing multiple priorities and deadlines., • Coordinating complex, time-sensitive workstreams across internal teams and external parties, including clients, legal advisors, and other transaction participants., • Actively participating in transaction execution, developing and reviewing financial analyses and models, developing and reviewing transaction structures, financing alternatives, implementation paths, and scenario analyses as well as supporting senior bankers in client-facing interactions, commercial activities and deal execution., • Preparing, reviewing, and presenting client materials, including pitch books, strategic advisory presentations, transaction presentations, recommendations, and review of capital markets, ratings and credit perspectives to support discussions with clients and other stakeholders. Work involves developing and presenting perspectives, informed by reviewing substantial amounts of content, third party perspectives and recommendations, legislative and regulatory documents, credit and equity research, market reference points and internal experience., • Monitoring, tracking, interpreting and informing team on market activity and industry activity, including tracking and maintaining database of comparable transactions, fundamental credit and cost of capital implications, alternative approaches to execution, investor lists, and developments which will inform strategies, future activity, and client recommendations., • Maintain internal transaction and pipeline tracking tools, ensuring accuracy and organization in a fast-paced, multi-mandate environment, tracking news, legislative and regulatory activity and monitoring for potential opportunities. Over time, take an active role in covering clients and developing business development efforts., • Manage day-to-day transaction execution workstreams, including senior banker and clients requests and analysis on time with strong attention to detail., • Providing mentorship, training, and guidance to junior team members. Ducera Partners seeks to hire individuals who are highly motivated, self-starting, team-oriented, intelligent and have excellent academic, leadership and extracurricular records. Successful candidates will demonstrate a strong background in finance, accounting, economics as well as possess excellent verbal and written communication skills, outstanding project management skills, and exceptional attention to detail. Additional qualifications include but are not limited to: • Experience in investment banking with strong technical and corporate finance foundation., • Strong organizational and process-management skills, with the ability to utilize technology and data tools to build and maintain databases, investor and lender relationships, market comps, and transaction pipeline tracking., • Demonstrated proficiency in preparing client presentations and analyzing company and transaction comparables., • Highly collaborative and team-oriented professional with a strong work ethic, attention to detail, and the maturity to interface directly with clients, investors, and senior deal bankers., • Proactive self-starter with an entrepreneurial spirit that is comfortable operating within a lean organization and a desire to play an integral role in business development efforts / strategies across topical industries and products., • Completion of a profile on Suited to further assist in an evaluation of your candidacy: Creating a Suited Profile Expected annualized base salary range: $200,000 $250,000. The annual base salary range reflects the low and high targets of the estimated base salary range for this position. The actual base salary an employee in this role receives may vary depending on a variety of factors, including but not limited to: work location, job-related knowledge, and prior experience. The range listed reflects base salary only, and the total compensation package may include other components. Ducera Partners is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. Ducera Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants.

Job Description Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As a Sr. Relationship Banker, you will play a key role in • managing, retaining, and acquiring long-lasting win-win relationships with our customers, • actively assessing clients' financial information to recommend, present, and sell additional products and services to meet their needs, • leveraging the bank’s latest technology products to meet our customers’ expanding needs We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers. Responsibilities • Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products, • Source and develop loans including but not limited to HELOC, Residential Loan and Commercial Loan, • Comply with annual renewals and all regulations for MLO; understand the interest rates, financing, and calculations to better service potential mortgage customers, • Maintain a thorough knowledge of the bank’s loan products and an understanding of the qualifications required, • Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange, • Highly motivated self-starter with a strong work ethic and focus on results with clients’ best interest in mind, • Applies strong critical thinking and problem-solving skills to meet clients’ needs, • Engage and partner with team members and other lines of business to offer most appropriate products to customers, • Communicates effectively and confidently while engaging with clients, • Mentor, coach and provide guidance to employees to achieve sales and service goals for the branch, • Expert in using digital resources and technologies to optimize clients’ digital banking experience, • Strong desire and ability to influence, educate, and connect customers to technology, • May perform other duties as assigned Qualifications • High school diploma or general education degree (GED) required; Bachelor’s degree preferred, • 2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry, • Series 6 and 63 investment and life insurance license, • Strong financial acumen and communication skills, • Proficiency in sales and service including prospecting and networking, • Strong familiarity and fluency with branch technology, mobile and online banking platforms, • Strong problem-solving, decision-making, and customer-service skills, • Able to adapt to new process and technologies quickly, • Ability to follow standard operating policies and procedures Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Investment Banker Job Duties: Issues debt and sells equity to raise capital for clients. Conducts research on investment opportunities to define risk and return profiles. Assembles financial models to value debt and equity and assist in investment and financial planning decisions.

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time. In this role you will: • Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships, • Lead discovery?driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments, • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes, • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency., • Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease., • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes, • The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role. Employees hired into the Relationship Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program. Required Qualifications: • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience, • 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: • Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience, • Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments, • Experience assessing needs and recommending products and services for consumer and business customers, • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency, • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others, • 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments, • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration, • State Insurance license(s) Job Expectations: • Ability to work a schedule that will include most Saturdays, • This role requires FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required., • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66. Requirements may change based on current state regulations., • Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorship Branch Locations: • Balboa Devonshire - 10225 Balboa Blvd., Northridge, CA 91326, • Balboa Mission Center - 16844 San Fernando Mission Blvd., Granada Hills, CA 91344, • Canoga Park - 21834 Sherman Way, Canoga Park, CA 91303, • Chatsworth - 10250 Mason Ave., Chatsworth, CA 91311, • Nordhoff & Reseda - 9036 Reseda Blvd., Northridge, CA 91324, • Northridge - 8812 Corbin Ave., Northridge, CA 91324, • Pacoima - 12727 Van Nuys Blvd., Pacoima, CA 91331, • Panorama City - 8548 Van Nuys Blvd., Panorama City, CA 91402, • Platt Village - 6460 Platt Ave, West Hills, CA 91307, • Porter Ranch - 19767 Rinaldi St., Northridge, CA 91326, • Reseda - 18400 Sherman Way, Reseda, CA 91335, • San Fernando - 807 N. Maclay Ave., San Fernando, CA 91340, • Topanga Canyon - 8301 Topanga Canyon Blvd, Canoga Park, CA 91304 *Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $27.00 - $41.00 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, • Ad

The Private Banker Sr. Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a true thought leader who develops new techniques, methodologies and approaches in own field to directly impact the work of others and the results of the organization. Recognized as a resource for innovation or groundbreaking developments. Excellent communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely to involve external parties. A sizeable impact on a major function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: • Actively identify prospects and establish contact with them/convert prospects into clients., • Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation., • Anticipate events in a client's life and business which have significant financial implications., • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters., • Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank., • Effectively manage client expectations regarding what can and cannot be executed on their behalf., • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate., • Uncover needs that are not articulated or clearly expressed by the client., • Bring together the product experts to develop long-term solutions to strengthen relationships with the firm., • Help clients achieve broad financial/investment goals related to the creation and management of wealth., • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs., • Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives., • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction., • Establish a referral network and gain introductions to potential clients which generate new sales., • Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank., • Help team members acquire the experience necessary to establish credibility with clients and intermediaries., • Demonstrate strong commitment to team success and place team goals above personal achievement., • Encourage team members to work together to deepen client relationships and exceed sales goals., • Align complementary experiences and skill sets of team members to maximize client effectiveness., • Build and maintain relationships with Business Partners, Colleagues and Staff., • Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues., • Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate., • Ensure compliance on regulatory requirements and minimizes any potential liability for Citi., • Ensure strong controls and effective operational and administrative services., • Partner with colleagues across the Citi network to leverage capabilities and share expertise., • Ensure clients are presented with seamless execution of internal processes and Citigroup services., • Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution., • Understand and communicate the risk involved with various investment strategies., • Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity., • Persevere in delivering what is promised, even when obstacles arise., • Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability., • Understand the broad array of products and services under the Citi umbrella., • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 15+ years of experience, • Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Education: • Bachelor's/University degree, Master's degree preferred Primary Location: Beverly Hills California United States Primary Location Full Time Salary Range: $250,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills • Work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills • MBA, JD, CFA, or CFP preferred, • Proactive, takes initiative, and uses critical thinking to solve problems, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate 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 J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset 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. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.