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Our client is a global bank. They seek a Director, Broker Dealer Controller to join their Jersey City, NJ office. Responsibilities • Direct month-end close and financial reporting processes to ensure accuracy, timeliness, and compliance with US GAAP, IFRS, and regulatory standards, • Lead a multi-location accounting team supporting U.S. broker-dealer and affiliated entity financial operations, • Validate revenue, expense, and balance sheet reporting to ensure accurate financial statement presentation under US GAAP and IFRS, • Collaborate with head office finance control teams to support reporting, controls, and disclosure requirements, • Liaise with regulators, external auditors, and internal audit teams to manage inquiries and ensure the timely resolution of audit matters, • Oversee all internal and external audit activities, including coordination, deliverables, and closure of audit findings, • Strengthen internal control frameworks and governance structures to maintain audit readiness and regulatory compliance, • Monitor adherence to policies, procedures, and reporting requirements across U.S. broker-dealer entities, • Advise on complex transactions, new products, and accounting standards in partnership with cross-functional stakeholders, • Drive finance transformation initiatives, including ERP enhancements, automation, analytics, and AI-enabled process improvements Requirements • 10+ years relevant experience, • Combo or private experience, • Experience with financial products across capital markets, wealth management, and retail banking, • In-depth experience and knowledge of IFRS and GAAP accounting requirements, • Strong understanding of regional and global P&L reporting, • General understanding of SEC and FINRA regulatory reports, • CPA is preferred, • Series 27 is a plus JobID: 48363

Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Provide high-level insights and feedback on finance-related content, especially within Private Equity (PE) and Investment Banking (IB) domains. Stay up-to-date wit

Design technically demanding finance prompts and tasks that mirror investment banking, private equity, and corporate finance complexity. Exposure to multiple finance domains (e. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, an

Job Description About Thibaut Founded in 1886, Thibaut is a leading designer and distributor of premium wallcoverings, fabrics, furniture, and home accessories. As a private equity-owned business with approximately $140 million in annual revenue, Thibaut is focused on growth, operational excellence, and strategic expansion. About the Role Thibaut is seeking a highly motivated Financial Analyst to join our growing finance team. Reporting directly to the Director of FP&A, this role will support financial planning, reporting, forecasting, operational analysis, and strategic decision-making across the business. This position offers broad exposure across a private equity-backed organization, including involvement in budgeting, monthly reporting, sales analytics, cash flow forecasting, and M&A-related activities. The Financial Analyst will partner closely with finance leadership, sales teams, and cross-functional departments to deliver meaningful insights that drive business performance. Key Responsibilities • Assist with the annual budget, monthly forecasting process, and long-range financial planning, • Prepare monthly financial reporting packages, including variance analysis versus budget, forecast, and prior year. • Analyze sales, gross margin, operating expenses, and key performance indicators to identify trends and business drivers. • Support the Director of FP&A with board reporting and private equity reporting requirements., • Build and maintain financial models to evaluate business performance, forecast results, and assess strategic opportunities. • Prepare ad hoc analyses and reports for the sales team to support customer, territory, showroom, product category, and sales representative performance. • Partner with sales leadership and other departments to provide actionable insights that improve decision-making and profitability. • Assist with cash flow forecasting, working capital analysis, and liquidity planning., • Support month-end close activities, including accrual analysis, financial statement review, and variance explanations. • Prepare balance sheet, income statement, and cash flow analyses to assess company performance and financial health. • Track variances between projections and actual results then investigate differences., • Support M&A initiatives, including due diligence, financial analysis, purchase accounting support, and integration activities. • Assist with special projects related to process improvements, automation, systems. enhancements, and business expansion initiatives. Qualifications • Bachelor’s degree in Finance, Accounting, Economics, or a related field., • 2+ years of experience in financial analysis, FP&A, accounting, investment banking, transaction advisory, public accounting, or related fields preferred. • Strong understanding of financial statements, budgeting, forecasting, and variance analysis., • Advanced Excel skills required, including financial modeling, pivot tables, lookups, and data analysis. • Experience with ERP systems and business intelligence tools such as Power BI is preferred., • Strong analytical, problem-solving, and organizational skills., • Ability to communicate financial information clearly to both finance and non-finance stakeholders., • Ability to manage multiple priorities in a fast-paced environment., • High attention to detail and commitment to accuracy., • Prior experience in a private equity-backed company, distribution business, manufacturing business, or M&A environment is a plus. Job Type: Full Time Work location: Northern New Jersey (On-site) Salary: $75-$80K Bonus Eligibility: Up to 6% of base salary Benefits: Health, Dental and Vision insurance, 401(k) with company match, PTO, Holidays, Life Insurance, Health Savings and Limited Flexible Spending Accounts, Commuter Benefits, Etc.

Job Description Who We Are: Based in New Jersey and established in 2010, Asset Based Lending, LLC (“ABL”) is one of the nation’s leading Hard Money Lenders. We provide fast bridge financing to real estate investors for the purchase, renovation, or new construction of single family, multi-family and mixed-use properties as well as DSCR rental loans for long term investors. We have closed thousands of loans since we began lending fourteen years ago, producing nearly $3B in originations. ABL was acquired by a private equity firm in 2021, and with a renewed focus on growth, we’ve set our sights on consistent evolution and cementing our place as the premier private lender in the country. Our Mission is Simple: • Make Good Loans, • Provide Exceptional Service, Every Time, • Protect The Firm, • Build The Future Position Summary The Junior Accountant provides essential accounting support across loan accounting operations, bank reconciliations, and month-end close processes. This role is responsible for maintaining accurate financial records, performing detailed reconciliations, investigating and resolving discrepancies, and supporting various accounting workstreams through timely completion of recurring tasks and ad-hoc projects. The position requires strong attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced environment. Key Responsibilities • Perform daily and monthly bank reconciliations for operating accounts, warehouse facilities, and management company accounts, • Support loan portfolio accounting including DSCR portfolio maintenance, loan sales transaction processing, and asset schedule updates, • Prepare and maintain loan buyer schedules, asset listings, and portfolio documentation for investor reporting, • Process loan accounting transactions including write-offs, adjustments, reclassifications, and corrections, • Reconcile interest income to loan servicing systems and prepare interest accrual calculations and journal entries, • Investigate and resolve discrepancies in borrower advances, payment applications, and account balances, • Support loan servicing operations including borrower send-backs, due diligence coordination, and documentation requests, • Prepare journal entries for loan accounting transactions, interest accruals, and month-end adjustments, • Conduct detailed account reconciliations and variance analysis to identify and resolve discrepancies, • Research andresolveaccounting issues requiring investigation across multiple systems and records, • Prepare audit documentation and support external audit requests with timely and accurate information, • Support accrual accounting processes through detailed analysis of timing differences and outstanding items, • Collaborate with servicing, operations, and treasury teams to resolve accounting and operational issues, • Maintain organized documentation and work papers to support accounting entries and reconciliations Required Qualifications Experience: • 0-2 years of accounting, finance, or operational bookkeeping experience (internships, co-ops, or relevant work experience acceptable)., • Experience (or demonstrated ability) completing recurring, detail-oriented workflows on deadlines - such as reconciliations, transaction processing, and supporting month-end close activities. Skills/Knowledge: • Strong attention to detail and accuracy when working with financial data, reconciliations, and documentation., • Working knowledge of basic accounting concepts (debits/credits, accruals, account reconciliations) and the ability to apply them to assigned tasks and defined processes., • Ability to troubleshoot straightforward discrepancies - investigating across records/systems, documenting findings, and escalating roadblocks or risks when needed., • Strong organization and time management skills - able to manage multiple priorities, make trade-offs (time vs. resources), and meet established deadlines in a fast-paced environment., • Clear written and verbal communication skills - able to collaborate with cross-functional partners (servicing, operations, treasury) to resolve issues and obtain documentation., • Comfortable working with periodic review - incorporates feedback, refines work product, and builds consistency and best practices over time. Education/Certifications: • Bachelor’s degree in Accounting, Finance, or a related field (or equivalent practical experience). Preferred Qualifications • Exposure to loan accounting, servicing workflows, or investor reporting support (through prior roles, internships, or coursework)., • Experience supporting audit requests by organizing support, maintaining work papers, and responding to documentation questions., • Interest in process improvement - willingness to help document procedures and suggest small workflow enhancements. Tools + Systems • Microsoft Excel (filters, formulas, basic pivot tables) and Microsoft 365 tools (Outlook, Teams, SharePoint) for documentation and collaboration., • Accounting/ERP systems (e.g., NetSuite, Sage Intacct, QuickBooks, or similar) and the ability to learn new systems quickly., • Banking portals and reconciliation tools used to complete daily/monthly bank reconciliations., • Loan servicing and/or portfolio tracking tools (as applicable) used to reconcile interest income, borrower advances, and payment activity.

Job Description Who We Are: Based in New Jersey and established in 2010, Asset Based Lending, LLC (“ABL”) is one of the nation’s leading Hard Money Lenders. We provide fast bridge financing to real estate investors for the purchase, renovation, or new construction of single family, multi-family and mixed-use properties as well as DSCR rental loans for long term investors. We have closed thousands of loans since we began lending fourteen years ago, producing nearly $3B in originations. ABL was acquired by a private equity firm in 2021, and with a renewed focus on growth, we’ve set our sights on consistent evolution and cementing our place as the premier private lender in the country. Our Mission is Simple: • Make Good Loans, • Provide Exceptional Service, Every Time, • Protect The Firm, • Build The Future Position Overview Asset Based Lending is seeking a NetSuite Systems Administrator to own the administration, configuration, and ongoing development of our NetSuite ERP environment. This role is the primary technical point of contact for all things NetSuite, sitting at the intersection of accounting operations and systems. The right candidate brings hands-on NetSuite experience, a working understanding of accounting workflows, and the ability to translate operational needs into reliable technical solutions. This is a build-and-run role. You will be responsible for standing up new capabilities as the business scales, maintaining and improving existing integrations and automations, and ensuring that the solutions you build perform accurately and consistently. You will work closely with the Accounting team and report to the Controller. Key Responsibilities System Administration & Configuration • Own day-to-day NetSuite administration including user management, roles, permissions, and system settings, • Configure and maintain saved searches, reports, dashboards, and KPI metrics for internal stakeholders, • Support period-end close processes by ensuring NetSuite configuration and automations are functioning correctly, • Monitor system health and proactively surface issues before they affect accounting operations Integrations & Automation • Design, build, and maintain integrations between NetSuite and external platforms including payroll, CRM, expense management, loan servicing, and banking systems, • Automate recurring accounting workflows such as journal entry creation, amortization schedules, bank reconciliation matching, and intercompany eliminations, • Build and maintain Suite Script automations, scheduled scripts, and Suite lets or operational workflows that require custom logic, • Evaluate and implement third-party connector tools where native integrations are insufficient, • Ensure all integrations include proper error handling, alerting, and logging so failures are visible and recoverable Data Integrity & Tooling • Ensure that data flowing through integrations and automations is complete, correctly mapped, and traceable to its source, • Build exception-based reconciliation reports that surface discrepancies and unmatched items, so the Accounting team focuses review where it's needed, • Develop and maintain bulk import and mass update tooling that gives the Accounting team a safe, structured way to make corrections and backfills, • Build saved searches and reports that surface the right data to the right teams, pulling from existing NetSuite records accurately, • Investigate and resolve data flow issues, mapping errors, or system discrepancies within the solutions you own Project Delivery • Manage the full lifecycle of NetSuite projects from scoping through go-live, working from business requirements provided by internal stakeholders, • Coordinate with external vendors and implementation partners as needed, • Maintain documentation for all custom configurations, scripts, integrations, and workflows, • Prioritize and manage multiple concurrent workstreams with competing deadlines Required Qualifications • 3+ years of hands-on NetSuite administration and configuration experience, • Demonstrated experience building and maintaining integrations between NetSuite and external systems, • Proficiency in Suite Script(2.0 or 2.1) and NetSuite's native automation tools including saved searches, workflows, and scheduled scripts, • Working knowledge of accounting principles and financial reporting sufficient to understand the impact of system configuration and integration decisions, • Experience with CSV imports, SuiteQL, and NetSuite's native bank reconciliation and consolidation tools, • Ability to independently scope, build, test, and deliver solutions with minimal hand-holding, • Strong communication skills and the ability to translate accounting team needs into technical requirements Preferred Qualifications • Experience in mortgage or asset-based lending environments., • Familiarity with platforms such as Ramp, ADP, Salesforce, HubSpot, or loan servicing systems, • NetSuite Administrator or Suite Foundation certification, • Background working directly with accounting or finance teams rather than in a pure IT capacity What Success Looks Like In the first 90 days, you will have a clear picture of the current NetSuite environment and active work underway on the highest-priority projects. Within six months, multiple integrations and automations will be live, recurring manual processes will be meaningfully reduced, and the solutions you have built will be running reliably with proper error handling in place. Over time, you will be the go-to resource for translating new operational needs into NetSuite solutions, and the systems you own will be well-documented, maintainable, and trusted by the teams that depend on them.

Job Description Position Title: Cash Application Analyst Reports to: Director, Accounting Department: Finance Location: 475 Springfield Ave, Summit, NJ; in-office position Classification: Full-time; Exempt Summary / Job Objective: We are seeking a detail-oriented and analytical Cash Application Analyst to join our finance team. This position requires a professional individual who has analytical and problem-solving skills and knowledge of all aspects of cash application and bank reconciliations. This person should be able to work well under pressure and must be comfortable in a friendly but fast paced environment and have the ability to multi-task. Primary Responsibilities: · Enter banking transactions into accounting software daily · Perform bank reconciliations for multiple companies and accounts · Prepare weekly check deposits · Apply deposits from multiple bank accounts to invoices · Verify and maintain accurate accounts receivable and cash application balances across multiple entities · Research and reconcile discrepancies between cash and accounts receivable reports and the general ledger · Assist with the month end close process and adhering to deadlines · Support the financial audit by gathering data and preparing schedules · Reconcile financial discrepancies by analyzing account information · Ad hoc projects Qualifications: · 5+ years of experience in cash management / accounts receivable / accounting · Bachelor’s degree in accounting or related field preferred but not required · Knowledge of accounting & corporate finance principles and procedures · Proficient computer skills (excel a must) · NetSuite experience a plus Core Competencies: · Highly organized and detail oriented · Strong written and verbal communication skills · Ability to prioritize and multi-task in a fast-paced work environment · Able to complete tasks accurately and timely with minimal supervision · Proven ability to successfully work within a team, as well as independently Compensation & Benefits: Compensation (based on experience) • Base salary: $54,000 - $58,000; exempt, • Annual performance bonus target: 5% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave, Summit, NJ 07901; this is an in-office position, 8:30a – 5:00p Mon-Fri Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Mercor is recruiting France-based Finance Experts for a research project with a leading foundational model AI lab.You are a good fit if you: - Have at least 2 years of experience working at top firms in France in hedge fund, private equity, investment banking, equity research or venture

Mercor is recruiting Spain / LatAm-based Finance Experts for a research project with a leading foundational model AI lab. You are a good fit if you: - Have at least 2 years of experience working at top firms in hedge fund, private equity, investment banking, equity research, corporate fi

As an Associate in J.P. Morgan Alternative Fund Services, you will be part of a dynamic team that administers over $950 billion in assets globally. You will maintain the books and records of Hedge/Hybrid and Private Equity funds, review fund governing documents, prepare and review periodic Net Asset Valuations, and coordinate with various internal and external stakeholders. This role provides an opportunity to enhance your accounting skills, work with a diverse team, and contribute to one of the largest fund and portfolio administration businesses in the industry. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Boston, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes. Job Responsibilities: • Maintain the books and records of Hedge/Hybrid and Private Equity funds, • Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments in accounting database, • Prepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including internal policies and procedures, • Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments, • Coordinate with Investor Relations, release of capital notices and quarterly reporting on investor reporting portal, • Work closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests, • Liaise with support functions, internal & external stakeholders including risk and control groups, audit, tax, compliance, implementation and investor relations Required qualifications, capabilities, and skills: • Bachelor's Degree in Accounting, Finance or related field, • 3+ years' experience in an accounting role, • Knowledge of US Generally Accepted Accounting Principles for Investment Funds, • Familiar with Private Equity & Hedge fund structures, • Analytical thinker and problem solver with attention to detail, ability to work under pressure and balance multiple priorities, • Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion, • Proficiency in Microsoft Office product suite and strong MS Excel skills Preferred qualifications, capabilities, and skills: • Professional accounting qualification (CA, CPA) a plus, • Experience with Investran or similar integrated Private Equity system a plus, • Experience at a Big 4, PE firm or fund administrator 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 The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Lead the Middle Office function for GMA Operations with primary responsibility for the Customized Bond Portfolio (CBP) fixed income SMA, while also designing and building the Middle Office support model for Tax Smart SMA offerings. As an Executive Director in the AWM Operations Middle Office, you will balance run-the-business (service delivery, controls, and issue management) with change-the-business leadership (operating model design, capacity build, process redesign, and automation). The role inherits an existing team and will expand capabilities in close partnership with global stakeholders, including key internal partners in India. Job Responsibilities: • Own end-to-end fixed income SMA middle office delivery for CBP, including implementation support, restrictions, portfolio transitions, rebalancing support, exception/break management, and timely resolution of client-impact items., • Define and build the tax-managed SMA middle office capability, including operating model, governance, roles & responsibilities, procedures, controls, and service levels., • Establish a scalable global delivery model across locations/time zones, with clear ownership, handoffs, and performance routines in partnership with internal teams in India., • Create a strong control and risk environment across both fixed income SMA and tax-managed SMA scope: preventive/detective controls, issues remediation, operational risk assessments, and audit/regulatory readiness., • Partner with Product, Technology, Investments, Risk, Legal/Compliance, and Client teams to support platform stability, enable growth, and deliver new capabilities., • Identify and execute automation/STP and process improvement opportunities to improve cycle time, quality, scalability, and operational resiliency., • Establish and monitor relevant KPIs / KRIs (throughput, timeliness, exception rates, quality, client impact, and control performance) and lead performance management routines., • Build and develop the organization: manage an existing team supporting fixed income SMA while hiring/upskilling for future-state capabilities (controls leadership, analytics, process engineering, and platform expertise); coach leaders and contributors, develop a strong future-ready bench and strengthen succession plans., • Provide clear, executive-level communications on operating health, risks, dependencies, and investment needs across both scopes. Required qualifications, skills, and capabilities: • Significant experience in asset management operations, ideally middle office supporting managed accounts/custom portfolios., • Senior leadership experience managing teams and delivering outcomes in a matrixed environment., • Demonstrated strength in operational risk, controls, governance, and issue management, including audit engagement., • Proven ability to lead complex change (operating model build, process redesign, automation and/or platform modernization)., • Strong stakeholder management and executive communication skills. Preferred qualifications, skills, and capabilities: • Experience supporting fixed income SMA operational workflows (implementation/rebalancing support, restrictions management, transitions, and exception handling)., • Experience standing up or scaling support for tax-aware/tax-managed SMA workflows (e.g., tax-loss harvesting, tax-aware rebalancing, transitions, restrictions)., • Experience with global operating models, including partnership with teams in India., • Continuous improvement toolkit and metrics-driven operating discipline. 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.

Join JPMorganChase Wealth Management's Chief Data Office to lead complex programs spanning multiple products (Client Information and beyond) with cross-LOB and cross-functional coordination. This role partners closely with Product Owners and technology teams to execute disciplined governance, integrated planning, and production readiness for Party & Account data products and an agentic experience layer. Job Summary As the VP Product Delivery Lead within the Wealth Management Chief Data Office, you execute end-to-end integrated solution delivery for a large, complex program anchored in Client Information (Party & Account) data products and an agentic experience layer. The role establishes governance and delivery discipline across products, lines of business, and functions, partnering with Product Owners and Technology, Control, and Operations teams to align scope and sequencing, build and maintain integrated plans, actively manage cross-product dependencies, and coordinate production readiness, cutover, rollout, and stabilization. The role uses firm-approved AI tools, with appropriate controls, to improve efficiency in producing and maintaining delivery artifacts such as integrated plans, meeting minutes, status reporting, RAID logs, dependency trackers, and runbooks. Job Responsibilities • Lead end-to-end program oversight across multiple products and workstreams, spanning Client Information and additional product areas as needed across lines of business and functions., • Partner with Product Owners to create and maintain an end-to-end high-level project plan across products and releases., • Define the program governance structure, cadence, and operating rhythm across stakeholders., • Document program meetings, including decisions, open decisions, actions, and follow-ups., • Identify and document cross-product and cross-workstream dependencies, ensuring coordination across Product Owners, technology teams, and other workstreams such as data remediation and business readiness., • Analyze, report, and monitor program-level risks and issues, escalating when appropriate., • Monitor progress against plans and provide regular progress updates to senior management., • Chair working groups and program-level status forums to maintain momentum and delivery transparency., • Provide standard status processes and tools, including dashboards, RAID logs, dependency trackers, and decision/action trackers., • Document end-to-end current state and target state, including gaps and issues, and define phased scope for Day 1 (when applicable) and subsequent days across products., • Create and maintain cross-product production runbooks, coordinate rollout and pilot execution, ensure test data availability, coordinate data quality issue resolution with Product Owners and technology teams, and manage post-production issues through closure. Required qualifications, capabilities, and skills • Deliver 8 years of program or product delivery leadership in complex, multi-workstream environments., • Lead delivery across multiple Product Owners and technology teams, aligning scope, sequencing, and milestones across products and releases., • Establish governance structures and facilitation discipline across cross-LOB and cross-functional stakeholder groups., • Produce clear, auditable meeting artifacts, including minutes, decisions, actions, and follow-ups., • Manage cross-product dependencies and coordinate delivery across parallel workstreams., • Analyze program-level risks and issues and escalate with clear impact, options, and mitigation paths., • Build and maintain integrated delivery plans and status reporting with consistent execution rigor., • Coordinate production readiness activities, including release planning, cutover preparation, and communications., • Create and maintain production runbooks and readiness checklists across multiple products., • Coordinate post-production issue management, including triage, tracking, communications, and follow-through to closure., • Use firm-approved AI tools to improve efficiency in creating and maintaining delivery artifacts (plans, notes, status reports, RAID logs, runbooks) with appropriate controls and governance. Preferred qualifications, capabilities, and skills • Deliver large cross-product programs in regulated or highly controlled environments., • Partner effectively with senior stakeholders to align decisions and sequencing across competing priorities., • Support phased delivery approaches (for example, Day 1 and subsequent days) across multiple products., • Coordinate production cutovers and stabilization periods across multiple teams and workstreams., • Demonstrate strong written communication and executive-ready program reporting., • Apply disciplined operational rigor for release readiness, go-live coordination, and stabilization practices., • Contribute to continuous improvement of delivery processes, standards, and reusable artifacts. 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.

Risk Management and Compliance Associate Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about challenging the status quo and striving to be best in class. As an Associate in the Credit Risk Controller & Analytics team, you provide comprehensive, timely, and accurate data on the firm's wholesale credit risk to key stakeholders. You will play a vital role in supporting the Chief Risk Officer, Chief Financial Officer, Risk Management, Risk Technology, Finance and Planning & Analysis, Investor Relations, and SEC Reporting. In this role, you help us deliver complete and useful data and narratives on credit risk, empowering us to make informed decisions and maintain the strength and resilience of our business. Together, we will grow responsibly and address real-world challenges with your expertise and commitment. • Identify key risks and trends impacting the wholesale credit portfolio, which includes the Commercial & Investment Bank (CIB), Asset & Wealth Management, and risk-rated businesses within Consumer and Community Banking., • Produce a quarterly credit risk update for the firm's Chief Financial Officer to support preparation for quarterly Earnings Presentations., • Support the Chief Risk Officer and senior Risk executives on various monthly and quarterly presentations to the Board and risk committees, and participate in ad-hoc special projects as needed., • Produce data metrics for key external disclosures, including the Earnings Press Release and the CEO's Annual Letter., • Leverage the firm's suite of AI tools and solutions to more effectively and efficiently analyze the wholesale credit portfolio and distill key themes., • Develop subject matter expertise in key portfolios such as Non-bank Financial Institutions, Private Credit, and Commercial Real Estate., • Engage with senior management across Risk and Finance on various internal and external reporting agendas, including data quality initiatives., • Bachelor's degree., • 4+ years of experience, • Advanced knowledge of Microsoft Office., • Comfortable working with large datasets and producing executive-level content., • Ability to work in a high-pressure environment with attention to detail and a focus on quality of deliverables., • Experience with business intelligence tools (e.g., Thoughtspot, Databricks, Alteryx)., • Excellent organizational and project management skills, with the ability to reprioritize tasks as needed. on the fly., • Collaborate and build strong partnerships, using excellent interpersonal skills to work within a team and communicate across departments., • High degree of initiative and self-direction; a creative problem solver with an analytical and control mindset., • Strong interest in news headlines, financial markets, and macroeconomic trendsand how these impact the firm. 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 Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

The Credit Decisioning Unit (CDU) is the first-line credit risk function within the Business Banking Group. The CDU establishes the analytical frameworks, underwriting standards, portfolio risk assessment methodologies, and credit policy infrastructure that govern the Group's lending decisions across its wholesale client base. As a Credit Risk Executive Director In Credit Decision Unit, you will evaluate a complex credit, chair a credit policy working group, and present portfolio risk findings to senior leadership. The position requires fluency across the full credit lifecycle: from individual credit assessment through to framework design and portfolio management. The wholesale credit portfolio encompasses small and medium enterprises (SMEs) with standard C&I loans, not-for-profit organizations (including private schools, social service agencies, healthcare entities, and community development organizations), and small and local government borrowers. This breadth of obligor type requires an individual with intellectual range capable of applying different analytical lenses to structurally distinct borrower categories without defaulting to a one-size-fits-all underwriting approach. Job responsibilities • Provide senior credit judgment on complex, non-standard, and exception-level wholesale credits across SME C&I, not-for-profit, and small government obligor segments., • Design and own the CDU's wholesale credit underwriting frameworks, including segment-specific policies for SME, C&I, not-for-profit, and small government borrowers establishing the criteria, analytical tools, and decision standards that govern credit decisions across the broader underwriting team, • Establish and maintain minimum eligibility thresholds and approval standards, determine portfolio concentration limits, • Drive the integration of economic profitability into the credit decisioning framework: ensure that risk appetite, pricing adequacy, and return on regulatory capital are embedded in how the CDU evaluates and recommends credits not treated as a finance function afterthought, • Own the CDU's approach to related obligor definitions, covenant architecture, and collateral adequacy standards for the wholesale segment, • Lead retrospective portfolio studies and performance analyses to assess whether origination practices are producing the risk-adjusted outcomes the Bank intends and to identify where underwriting standards require recalibration, • Develop and manage early warning and watchlist frameworks for the wholesale portfolio, with a particular focus on obligor types subject to structural revenue risk (not-for-profit, government-dependent, and campaign-reliant borrowers), • Represent the CDU's wholesale credit function in senior forums including the Credit Committee, CRO leadership team, and Business Banking Group executive leadership presenting findings, policy recommendations, and portfolio risk views with credibility and precision, • Build and sustain productive relationships with second-line Risk partners, ensuring that the CDU's first-line credit function constructively engages with second-line reducing friction and enhancing the quality of credit governance, • Partner with Finance, Pricing, and Capital Management to ensure that credit decisions are evaluated through the lens of economic profitability and risk-adjusted return, • Guide CDU credit analysts is data-driven studies to assess Portfolio posture and health and perform ad hoc analyses Required qualifications, capabilities, and skills • 10+ years of progressive experience in commercial, wholesale, or business banking credit, with demonstrated leadership responsibility for credit decisions, policy development, or portfolio risk management, • Proven ability to underwrite and evaluate complex credits at the individual deal level across multiple obligor types including detailed financial statement analysis, cash flow assessment, collateral evaluation, and covenant structuring, • Direct experience designing or materially contributing to credit frameworks, underwriting policies, or risk decisioning standards moving beyond individual deal work to define how a credit function evaluates risk systematically, • Demonstrated experience managing or analytically overseeing a balanced wholesale credit portfolio, with fluency in portfolio-level risk metrics including concentration analysis, default rate analysis, loss forecasting, and risk appetite translation, • Experience with not-for-profit, small government, or mission-driven entity lending or a demonstrated ability to apply credit discipline to borrower types with non-commercial revenue structures and balance sheet characteristics, • Strong command of economic profitability concepts risk-adjusted pricing, return on regulatory capital, SVA vs. NPV trade-offs and the ability to integrate profitability analysis into credit recommendation and portfolio strategy, • Demonstrable track record of engaging constructively with senior management, regulators, or second-line risk functions presenting credit views with clarity, defending positions under scrutiny, and influencing decisions through analytical credibility rather than positional authority

As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Job responsibilities • Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests, • Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities, • Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions, • Review and identify potential business opportunities for clients to engage in additional products, services, and digital platform. Required qualifications, capabilities, and skills • FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position, • Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines, • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook, • Ability to fluently communicate (written and verbal) in Spanish, • 2+ years of experience in the investment management industry Preferred qualifications, capabilities, and skills • College degree or equivalent client service experience preferred, • Experience with a wide array of financial products preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans 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.

The Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgage needs secured by properties in the US, UK, and French markets. The Global Mortgage Solutions team includes a global mortgage product team and a large team of Mortgage Specialists in multiple global locations who work with clients and bankers to guide them in their home lending financing needs. The US Mortgage Product Team is responsible for comprehensive product management, including strategic planning, creation, design, launch, and lifecycle management of all US mortgage and HELOC products and features offered in the US Private Bank. The team oversees the end-to-end platforms/products, from client-facing applications to point-of-sale (POS) and loan origination (LOS) products, that enable the mortgage offering. The mortgage product team aims to drive mortgage and HELOC growth by innovating, modernizing, and creating efficiencies using AI, automation, and traditional development solutions to scale the origination experience while preserving personalized advice. The team partners closely with Mortgage Specialists (LO's), Mortgage Operations teams, and Global Private Bank (sales) functions, as well as Technology, Legal, Risk, Compliance, and Marketing, to design and deliver solutions that enhance client experience and achieve business objectives. As a Mortgage Product Owner in Wealth Management, you are an integral part of the mortgage team that innovates, creates, and executes the end-to-end product lifecycle for mortgage products, partnering with business and technology to translate requirements into actionable user stories and deliver compliant, high-quality solutions. You drive end-to-end executionfrom discovery and documentation through testing, UAT, and adoption. You execute outcome-focused delivery for defined features by turning data and stakeholder input into prioritized backlogs and clear acceptance criteria, coordinating launches within scope, and proactively managing dependencies, risks, and escalations to ensure timely delivery. With a commitment to scalability, resiliency, and stability, you collaborate across teams to support user adoption, reinforce regulatory alignment, and elevate the client experience. Job Responsibilities • Collaborate with stakeholders to gather and analyze business requirements for product development., • Identify process inefficiencies and propose solutions aligned with strategic objectives., • Document requirements, process models, and system specifications, converting them into actionable user stories., • Work with IT and other departments to implement system changes that meet business goals., • Support testing and validation, representing end-users during User Acceptance Testing (UAT)., • Practice agile methodologies, including story mapping, backlog management, and adherence to scrum ceremonies., • Partner with Product Managers to elaborate features and ensure user stories meet readiness and completion criteria., • Lead communication between business and technology teams to define product features and project milestones., • Ensure all documentation is current, compliant, and meets regulatory standards in the mortgage industry., • Deepen product management skills across the full lifecycle by mastering the end-to-end mortgage origination process and its dependencies, and applying that business knowledge to define requirements, prioritize backlogs, and guide delivery., • Facilitate workshops and training sessions to enhance team understanding and user adoption of new products. Required Qualifications, Capabilities, and Skills: • Graduate/Post Graduate with 4+ years of experience in product development, with a focus on requirements gathering and solutioning., • Self-starter with the ability to solve problems creatively and deliver results while working in a dynamic, collaborative, and challenging environment., • Proficiency with Microsoft Office tools, with particular skill in Excel, PowerPoint, JIRA, Confluence, and Visio/Lucid. Preferred Qualifications, Capabilities, and Skills: • 3+ years of experience with the mortgage/lending industry., • Strong understanding of mortgage/lending products, processes, and regulations, with the ability to apply this knowledge to product development., • Experience leveraging AI/LLMs to enhance product development and operationsfor example, translating requirements into user stories, accelerating analysis and documentation, summarizing stakeholder feedback, generating test cases, and identifying process improvementswhile adhering to data privacy, model risk, and compliance standards. 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.

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 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. The Banker SAFE Act 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 such as clients, government bodies or other organizations. A sizeable impact on a major function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of technical areas that are key to the business. Decisions made at this level will determine technical developments and the general technical strategy of the whole technical 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 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 seeks or grants approvals as appropriate., • Ensure compliance on regulatory requirements and minimizes any potential liability for Citi., • Ensure strong controls and effective operational and administrative services., • Set an example of behaviour to all staff., • Partner with colleagues across the Citi network to leverage capabilities and share expertise., • Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi., • 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., • Apply an in-depth level of knowledge in key investment and financing products., • 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., • 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., • Bachelor's/University degree, Master's degree preferred

ALL SUBMISSIONS KEPT CONFIDENTIAL FIRM: Cooper & Cooper Real Estate INDUSTRY: Residential Real Estate POSITION: Office Assistant LOCATION: Midtown Manhattan Cooper & Cooper now in our 22nd anniversary year is a Manhattan-based residential real estate brokerage firm seeking an exceptional Office Assistant. We are located in the iconic 1 Penn Plaza building on the 53rd Floor a state-of-the-art office with panoramic skyline views! OFFICE ASSISTANT POSITION: We are looking to hire an articulate Office Assistant with a passion for delivering and ensuring excellent support to our Partners, Management Team & Associates. Strong organizational and interpersonal skills, and the ability to multi-task in a busy real estate office environment, are paramount. Candidates must be team players who take initiative and are detail-oriented, with proven talent in problem-solving. Solid communication skills are also essential. Our Office Assistant will be entrusted with Cooper & Coopers outstanding reputation and will be responsible for any/all office support tasks i.e. mailings, email promotion & marketing, answering phones, fielding client inquiries, excel-based research projects and handling a variety of other day-to-day tasks / directives. Must be able to work well with others, under the supervision of the firms Partners. CANDIDATES WITH RESIDENTIAL REAL ESTATE EXPERIENCE AND A VALID NEW YORK REAL ESTATE LICENSE PREFERRED. SELECT RESPONSIBILITIES INCLUDE: Performing Bank Runs / Banking Transactions Mailing Work / Preparing Mailing Labels / Handling Post Office Runs Email Promotion / Heavy Email Work Excel-Based Research Projects Assisting With Business Development Projects Assisting Management Team w/ Various Tasks Assisting w/ Events Processing Receipts Booking & Coordinating Travel Conducting Introductory Rental Conversations w/ Clients Updating & Managing Client Management System Assigning Clients To Our Associates Managing Calendars Answering Phones Visiting Our Exclusive Properties Testing Keys & Making Copies End Of Day Checklist / Tidying The Office Any/All Office Support Tasks EXEMPLARY CANDIDATES WILL POSSESS: 4 YEAR COLLEGE DEGREE (REQUIRED) EXPERIENCE IN RESIDENTIAL BROKERAGE (PREFERRED) Strong values and high ethics A winning "can do" attitude Excellent organizational and problem-solving skills A commitment to providing exceptional customer service Strong computer & excel skills Superior telephone etiquette Ability to demonstrate good judgment Responsiveness this is a fast-paced industry A warm & friendly demeanor Excellent typing skills Deep proficiency w/ Microsoft Office (including Excel) THE FIRM: Cooper & Cooper is a premier residential real estate brokerage firm based in Manhattan, run by two ivy-league educated (Harvard, Columbia), ex-Wall Street investment bankers (Goldman Sachs, Bank of America). We transact apartment rentals and sales on behalf of tenants, landlords, buyers and sellers alike. Our team is a talented, well-educated and dedicated group of real estate professionals, with a proven track record and an outstanding reputation. We pride ourselves in providing the highest level of professionalism and client service. The foundation for our success stems from our comprehensive training, dedicated support and unique market position. Mr. Jeremy Cooper, Partner: Prior to co-founding Cooper & Cooper, Jeremy served as a Senior Associate in the Investment Banking Division at Bank of America Securities. He executed many billion dollar transactions in mergers & acquisitions, equity offerings and debt financings in the insurance sector. Jeremy worked as an on-air television meteorologist for years at ABC, FOX, and NBC affiliates. He holds degrees from Northwestern University (Environmental Science Honors), Penn State (Meteorology), and Columbia Business School (MBA Finance). Jeremy is a certified Global Mobility Specialist (GMS-T), and runs the Relocation Department at the firm. He is an instrument-rated private pilot, an avid fisherman, a proud member of the American Meteorological Society (AMS), and a Patron of Carnegie Hall. Mr. Jordan Cooper, Partner: Jordan was a Top Producer at a large real estate firm for several years prior to co-founding Cooper & Cooper with his brother, Jeremy. Jordan served as an investment banker at Goldman, Sachs & Co. in the Financial Institutions Group. His deal experience includes several high-profile transactions, most notably the $3 billion demutualization & IPO of Prudential Insurance, and the $30 billion acquisition of Associates First Capital by Citigroup. Jordan graduated Summa Cum Laude from Harvard University with a degree in Economics. Originally from Toronto, Canada, Jordan is an accomplished singer and actor. He has appeared in a TriBeCa Film Festival motion picture, soloed at Carnegie Hall and is ranked internationally with his barbershop quartet. Jordan is a proud Patron of Carnegie Hall. HOURS: 9am To 6pm 5 Days Per Week Sunday To Thursday (i.e. A Shifted 5-Day Schedule) SALARY: Commensurate with experience & skill set please provide your requirements FULL BENEFITS: W-2 Salaried Pay Excellent Health Care Plan Worker's Comp & Disability Insurance Retirement / Profit-Sharing Plan Paid Time Off (PTO) Days & Paid Holidays RESUMES & COVER LETTERS: Polished candidates should email a resume & cover letter to (NO CALLS PLEASE): talent@coopercooper.com (please put "Office Assistant" in the Subject Line of your email) We look forward to hearing from you! Cooper & Cooper www.CooperCooper.com

J.P. Morgan Alternative Fund Services (AFS) is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. Job Responsibilities (VP): • Lead and oversee the maintenance of books and records for Hedge/Hybrid and Private Equity funds, ensuring accuracy and compliance with regulatory standards., • Review and approve fund governing documents and related agreements; ensure correct set-up and ongoing maintenance of fund structures and investments in the accounting database., • Supervise the preparation and review of periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations, and capital account statements, ensuring adherence to the control framework and internal policies., • Oversee the preparation and review of capital call and distribution calculations, including investor notices, and ensure reconciliation of call proceeds and distribution payments., • Coordinate with Investor Relations for the release of capital notices and quarterly reporting on the investor reporting portal., • Manage client relationships, set expectations, and ensure timely delivery of client deliverables and ad hoc requests in accordance with SLA timelines., • Serve as a key liaison with support functions and internal/external stakeholders, including risk and control groups, audit, tax, compliance, implementation, and investor relations., • Mentor and develop team members, providing guidance and support to ensure high performance and professional growth., • Drive process improvements and contribute to strategic initiatives to enhance operational efficiency and client service. Required qualifications, capabilities, and skills • Bachelor's Degree in Accounting, Finance, or related field, • 7+ years' experience in an accounting or fund administration role, with demonstrated progression to leadership positions; experience at a Big 4, PE firm, or fund administrator preferred, • Strong knowledge of US Generally Accepted Accounting Principles for Investment Funds, • Deep familiarity with Private Equity & Hedge fund structures, • Proven analytical thinker and problem solver with attention to detail; ability to work under pressure and balance multiple priorities, • Demonstrated leadership, organizational, interpersonal, communication, and client service skills; ability to manage projects and teams to completion, • Proficiency in Microsoft Office product suite and advanced MS Excel skills Preferred qualifications, capabilities, and skills • Professional accounting qualification (CA, CPA) strongly preferred, • Experience with Investran or similar integrated Private Equity system a plus, • Prior experience managing teams and leading process improvement initiatives 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.

We are building a new affluent banking business from the ground up, leveraging the strength of JPMorganChase. This is a unique opportunity to have a real, visible impact on an important initiative. Join a collaborative, action-oriented team responsible for defining and driving sales strategy, enabling our sales professionals to deliver for clients, and building partnerships across the whole of JPMorgan. Job Summary As a Vice President, Sales Strategy in JPMorgan Private Client, you will lead key initiatives within the sales strategy function to drive sales readiness, effectiveness, and business growth. You will partner with senior leaders across the organization, deliver strategic insights, and manage high-impact projects that shape the direction of our affluent banking business. This is a dynamic role requiring strategic thinking, strong execution, and a collaborative approach. Job Responsibilities • Lead sales strategy initiatives that drive readiness, effectiveness, and growth for the affluent banking business., • Partner with senior leaders and cross-functional stakeholders to define priorities, align resources, and execute against strategic goals., • Develop and deliver high-quality presentations and reporting for executive audiences, organizing information in a strategic and compelling way., • Manage and deliver key projects end to end, ensuring timely execution and measurable outcomes., • Communicate effectively with business partners to understand project requirements and drive next steps., • Collect, maintain, and optimize internal resources and documentation on collaboration sites., • Identify opportunities to simplify, improve, and add value to existing business processes and sales workflows., • Provide actionable insights and recommendations to inform sales strategy decisions. Required Qualifications, Capabilities, and Skills • Bachelor's degree in Business, Finance, Economics, or a related field., • 7+ years of relevant experience in a sales strategy, analytical, or business management role., • Proven experience delivering high-quality presentations and reporting for senior stakeholders., • Strong project management skills with the ability to manage multiple initiatives simultaneously., • Demonstrated ability to engage and influence different stakeholder groups and drive the agenda., • Excellent written and verbal communication and organizational skills., • Advanced proficiency in Microsoft Office tools, particularly Excel and PowerPoint. Preferred Qualifications, Capabilities, and Skills • Experience in financial services, wealth management, or affluent banking., • Self-motivated with the ability to work independently and drive results., • Strong time management and prioritization skills., • Experience building or scaling a new business or initiative. 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. We are here to help you manage your 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.

Candidates should have over 15 years of relevant experience, demonstrating a proven track record in relationship selling and private banking. Private Banker Function Group Manager in Short Hills, NJ.

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. Job Summary As a Settlement Administration Associate in Wealth Management Solutions, Trust & Estates, you will assist with the administration of the trust. You will participate in the daily interaction with clients, internal partners, and outside intermediaries. This role provides an opportunity to work with a diverse team and engage in problem-solving and risk management activities. Job Responsibilities • Assist with the settlement of the trust, including distributions and coordination with investments, tax and operations, • Assist with determining the appropriate form of settlement to adequately protect the Bank, including the review of legal documents and accountings. Work with internal and/or trust counsel to resolve any legal issues that may arise., • Communicate with interested parties. Address questions raised by remaindermen, co-trustees, trust counsel, counsel for remaindermen, and financial advisors for remaindermen., • Identify and avoid or minimize any unusual risk that might be incurred in connection with the terminating event consistent with applicable policies and procedures., • Support investment decisions, including working with Investors., • Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax., • Identify and pursue potential cross-selling opportunities working with Trust Officers, Bankers and Investors., • Participate on projects relating to Trust & Estates internal practices and procedures., • Participate in other projects and assignments as needed. Required Qualifications, Capabilities And Skills • Relevant years of trust administration or settlement experience with direct client interactions, • Bachelor's degree required, • Technical Knowledge - strong understanding of fiduciary, legal, accounting, tax and investments concepts, • Problem Solving/Risk Management - takes initiative, decisive, accountable, exhibits critical analysis and judgment, • Client Servicing - client knowledge, gains the trust and confidence of clients, • Teamwork/Personal Effectiveness - clear and concise communication, time management, adaptability, ability to delegate, coach and train, • Cross Selling About Us 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 About The Team 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.

You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients. As a Product Manager, Vice President in Global Private Bank, you will lead the development and optimization of our AdTech and Customer Data Platform (CDP) solutions. You will be responsible for driving product vision, roadmap, and execution to enable seamless digital marketing, data integration, and personalized client experiences and utilize your background in ad technology, data management, and cross-functional collaboration. Job Responsibilities • Develops a product strategy and product vision that delivers value to customers, • Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap, • Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition, • Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability, • Collaborate and develop relationships with marketing, data, engineering, and external vendor teams to deliver integrated solutions that enhance campaign performance and client engagement, establishing and communicating clear delivery timelines and KPIs., • Educate partners on Customer Data Platform utilization and align to robust engagement platform strategies., • Articulate audience creation through Customer Data Platform for first and third party data, including lookalike audience activation., • Understand data structures and audience attribution for deeper personalization., • Act as a subject matter expert on developing rule engines for engagements across multiple digital channels., • Drive the maturity of engagement strategies and understand customer behaviors and how interactions influence channel activation., • Ensure data integrity, privacy, and compliance across all ad tech and Customer Data Platform initiatives. Required Qualifications, Capabilities, and Skills • 5+ years of experience or equivalent expertise in product management or a relevant domain area, • Advanced knowledge of the product development life cycle, design, and data analytics, • Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management, • Bachelor's degree in marketing, Business, Computer Science, or related field, • Proven track record of delivering successful Ad tech and/or CDP products and managing MarTech solutions, such as marketing automation platforms and data analytics tools., • Strong understanding of B2C financial services sales processes, customer journey mapping, and lead generation strategies., • Proficiency in data analysis and the ability to translate data into actionable insights., • Strong understanding of digital advertising ecosystems, data management, and personalization strategies., • Excellent analytical, problem-solving, and project management skills., • Effective communicator with the ability to influence and collaborate across teams., • Experience with agile methodologies and product management tools. Preferred Qualifications, Capabilities, and Skills • Demonstrated prior experience working in a highly matrixed, complex organization, • Familiarity with major CDP platforms (e.g., Adobe, Segment) and ad tech solutions., • Knowledge of data privacy regulations (GDPR, CCPA) and best practices. 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.

Come work with us: Metropolitan Commercial Bank ("MCB" or the "Bank") is a New York Citybased, full-service commercial bank providing tailored banking solutions to businesses, institutions, and individuals. Founded in 1999, MCB operates banking centers in Manhattan and Boro Park, Brooklyn, within New York City, as well as in Great Neck on Long Island, New York, and Lakewood, New Jersey. The Bank recently expanded to Miami, Florida with their newest Brickell banking center. Metropolitan Commercial Bank offers a comprehensive suite of commercial, business, and personal banking products and services to small businesses, middle-market and corporate enterprises, private and public institutions, municipalities, and local government entities. The Bank has earned national recognition for its financial performance, innovation, and strategic growth. The Bank was named one of Newsweek's Best Regional Banks in 2024 and 2025. Additionally, MCB recently received Editor's Choice recognition at the Banking Tech Awards USA for Digital Onboarding & Omnichannel Banking and in 2026, the Bank earned Great Place To Work certification and received the Web Award Standard of Excellence for MCBankNY.com. We are a client-focused organization that values technological innovation and excellence. A strong technical mindset, AI fluency, and adaptive skills are essential for our employees to effectively contribute to our mission and drive our success. We foster humanAI teaming and strong governance to ensure technology is used responsibly and in alignment with Bank policies and procedures. Position summary: The Assistant Branch Manager is responsible for assisting branch management with the daily operations of the designated branch. The Assistant Branch Manager is responsible for providing exceptional customer service for consumer and corporate clients, promoting the bank's products and services, increasing branch sales to achieve quarterly goals, and managing the branch employee's daily activities. Branch operations responsibilities include the coaching and development of staff to increase performance potential. This position will be located at our 99 Park Avenue Branch Essential functions & responsibilities: • Assists the Market Sales Manager/Branch Operations Manager in managing branch operations in compliance with organization and government guidelines to ensure proper controls are maintained and new business is developed., • Responsible for opening and closing of branch and other security duties in accordance with established procedures; assumes full responsibility of branch management in the Market Sales Manager's absence., • Manages all levels of Branch staff in daily operations, including recruitment, training, performance management and discipline of staff; conduct staff meetings to ensure two-way communication with staff., • Responsible for extensive customer service to ensure highest quality service by responding to customer inquiries, requests, and complaints; review and approve exceptions as authorized; perform account opening and other customer transactions as needed., • Responsible for the appearance of the facility., • Represents the Bank in the community to position the Bank as a provider of choice of financial services. Qualifications & skills: • Bachelor's degree or equivalent experience, • 3+ years' experience in retail branch environment; 1-year management experience, • Excellent interpersonal and communication skills, • Driven by a passion and curiosity to continuously learn how various technological systems, including AI, can enhance the work that you do. Potential salary: $70,000 - $90,000 annually This salary range reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. MCB maintains a drug free workplace.

Chase Travel is on a journey to be the go to travel solution for savvy customers the Strategy team is at the heart of this nearly 5k person global organization and works closely with the leadership team in developing and articulating the overall strategy to both internal and external stakeholders. As a Vice President on the Chase Travel Strategy team, you will take the lead in managing fast-paced projects that are of high priority to our senior management and are at the forefront of the industry. Your responsibilities will encompass growth strategies, launching new products, entering new markets, forming partnerships or acquisitions, and initiating cross-line of business projects. These projects are team-based and necessitate significant collaboration with senior executives and cross-functional business partners. Job Responsibilities: • Develops the strategic priorities for Chase Travel, serving as an objective thought partner to the Chase Travel Leadership team and other senior leaders., • Collaborates with teams across LOBs and functional areas (e.g., data science, finance, product, marketing), • Scopes and structures projects that drive high impactLeads and partners with teams in project execution to identify issues and actionable opportunities, design solutions and quantify potential impact to the businessDevelops and delivers CEO-level executive communications with limited oversight Required Qualifications, Capabilities, And Skills: • Minimum 6 years of experience in strategy consulting, corporate strategy, startups (FinTech), investment banking, private equity / venture capital, strategic finance, or similar roles., • Minimum 1 year of experience leading teams., • Ability to structure and scope complex problems and apply a range of analytical tools to develop solutions, • Strong communication, presentation, and influencing skills ability to collaborate and build relationships with colleagues at all levels and achieve goals without direct control over resources, • A high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership, • Intellectual curiosity and ability to develop subject matter expertise in new subjects quickly, • Advanced MS Excel and PowerPoint skills., • Open, collaborative, team-oriented operating style Preferred Qualifications, Capabilities, and Skills • Familiarity with product management in the travel industry., • Familiarity with or experience in Agile build methodologies preferred., • Attention to detail and ability to manage multiple tasks and priorities simultaneously., • Knowledge of JIRA and Confluence. 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. We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.

As the first line of defense for JPMorgan Chase & Co. (JPMC), Control Management protects and defends the firm against operational, regulatory, and reputational risk. While effectively managing risk, we meet our commitments to keep our clients' money safe and act as a driving force behind the strategic priorities that will protect our business in an ever-changing landscape. In this role you will be aligned to support Asset & Wealth Management's Chief Data Office (CDO) team, who provide data risk management governance, as well as data architecture and strategy to enable AWM business priorities. Job Responsibilities: • Develop, enhance, and monitor the risk and control framework & enable strategic initiatives by providing risk and control design expertise and navigational assistance to help implement FW Data Risk Management Policies, Standards, and Procedures across AWM, • Advise and influence senior leaders / business executives on key decisions and major risk and control initiatives related to data risk governance, data architecture, and tooling, • Engage with FW and Cross Line of Business colleagues to design an enhanced data risk management framework and its execution, • Perform walkthroughs and assist CDO with process mapping and risk identification, designing both the controls framework and individual controls, and testing the controls, • Perform end-to-end issue/action plan workflow, including root cause analysis, and working with CDO and other impacted stakeholders to develop action plans and milestones to address identified gaps, provide controls design guidance during execution of the action plans, validate completion of the action plans and any associated remediation, • Engage with FW and Cross Line of Business colleagues to design the enhanced data risk management framework and its execution, • Present regular updates to senior CDO management, AWM Business Control Managers, and other stakeholders related to the ongoing risk, control, and issue/action plan portfolio, • Maintain strong engagement across multiple stakeholders? and collaborate with local, regional & global stakeholders and stay abreast on risk and control agendas Required Qualifications, Capabilities and Skills: • Bachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting or related field, • Extensive relevant experience in the financial services industry, process improvement, and / or risk management, • Proactive control and risk management mindset; ability to articulate control gaps and escalating issues to senior management, • Ability to successfully influence many different groups and individuals to deliver high quality and timely deliverables, • Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions, • Critical thinker, proactively seeks out best practices and constant improvement, • Strong, written and oral, communication and organizational skills Preferred Qualifications, Capabilities and Skills: • Experience with data risk management and/or data risk governance, • Experience with or as a regulator, internal or external audit, and/or compliance is a plus, • Familiarity with Internal Controls, including the three lines of defense model of internal controls, • Experience with Issues management governance and execution at a large financial institution 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.

As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Job responsibilities • Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests, • Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities, • Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions, • Review and identify potential business opportunities for clients to engage in additional products, services, and digital platform. Required qualifications, capabilities, and skills • FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position, • Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines, • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook, • Ability to fluently communicate (written and verbal) in Spanish, • 2+ years of experience in the investment management industry Preferred qualifications, capabilities, and skills • College degree or equivalent client service experience preferred, • Experience with a wide array of financial products preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans 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.

The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios. Job Responsibilities: Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts Maintain knowledge of each account's unique requirements and sensitivities Review and trade portfolios, manage orders and execute trades across managed account business including the following: Monitoring client activity such as: new account initial investing and phase in's, monitoring cash and security activity, and liquidating accounts Timely implementation of strategic and tactical shifts when announced by Portfolio Construction Monitoring accounts for model drift and strategy deviation Relationship management with internal clients (client facing teams) and work with various internal partners to complete business initiatives Required Qualifications, Skills and Capabilities: Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred, but not required 3-7 years work experience in financial services industry with Private Wealth Management experience preferred Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management Demonstrated track record of building relationships with internal and external partners Prior experience operating within a risk framework

Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies. In addition, this role collaborates with the marketing department and will be responsible, along with their Practice Leaders and local principals for setting local office and/or industry business development strategy and development of the office level business plan. Job Duties: • Develops and executes office/industry business development plan in conjunction with the Practice Leaders, industry leaders, principals and assigned direct supervisor by:, • Works with the Practice Leaders and Industry Leaders to segment office-specific target markets and target clients in alignment with business line and industry guidelines, where available, • Identifies markets and business development activities needed to drive opportunities and defines cross-selling and key account programs for their office, • Develops the office level or industry business plan in alignment with the Firm's strategy, • Collaborates with principals on all Business Development plans and activities, • Facilitates quarterly meeting with Practice Leaders to design, implement and report on the BD plan, • Sends business development plan, goals and progress report to direct supervisor, • Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan, • Monitors and reports on the results of all lead generation programs for assigned office/industry, • Leverages national marketing and sales programs as available and follows available consistency guidelines, including telemarketing processes, lead generation activities, firm brochures, proposal templates and pipeline reports and processes, • Qualifies opportunities and builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries, • Participates in the sales and proposal processes, as needed, including developing and managing the pursuit strategy, planning for and attending, when appropriate, pursuit meetings with mid-to-senior level financial executives, and providing proposal/presentation strategy and support, • Understands how to work with BDO's sales channels for example with Alliance Firms and coordinates with International firms as appropriate on opportunities as they arise, • Produces a pursuit/pipeline report for assigned office and reviews the pursuit/pipeline report with the direct supervisor monthly and Practice Leaders a minimum of quarterly, • Facilitates a monthly sales pipeline meeting in assigned office/industry with the Practice Leaders and principals who have current sales opportunities, • Develops and executes "go to market" strategy according to agreed upon plan and collaborates with client service professionals to help ensure sales success, • Contributes business development thought leadership, tools and resources to the broader national Business Development Services community, • Facilitates annual principal's Business Development meeting, • Promotes use of CRM as an integral part of the Business Development process by setting an example as a proficient user, • Implements and maintains industry group programs as defined for the market, • Participates in key account management programs as defined by the office Business Development plan, • Completes all reporting requirements on new sales, pipeline reports, sales call statistics and maintenance of CRM system, • Discusses staffing recommendations (new hires, terminations) with the direct supervisor, Practice Leaders, and National BDS, • Achieves Annual Revenue goals, • Other duties as required Supervisory Responsibilities: • Supervises local team of business development support professionals, where applicable by office, in collaboration with direct supervisor and Practice Leaders to perform specific marketing and sales support activities outlined in the office BD plan, • Tracks performance of business development support professionals and reports progress to the Practice Leaders and direct supervisor on a quarterly basis, • Conducts annual performance reviews for business development support professionals with input from the direct supervisor, Practice Leaders, and National BDS, • Develops performance goals for each business development support professional with input from the business development support professional, the direct supervisor and Practice Leaders, • Serves as a coach/mentor, supporting the career development of BD support professionals in the local office Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree in Business Administration, Marketing and Five (5) or more years of business development experience in a professional services environment or industry relevant firm, required; OR, • Seven (7) or more years of business development experience in a professional services environment or industry relevant firm with a High School Diploma/GED, required Experience: • Experience developing business relationships with C-level executives (CEOs, CFOs, Board of directors, etc.) and referral sources (attorneys, bankers, etc.), required, • Prior experience working in professional services direct sales industry or in development role at financial services firms, including but not limited to experience with accounting firms, investment banking or private equity firms, personnel recruiting, business journals sales, financial consulting, business advisory services and/or banking industry, preferred Software: • Proficient in the use of Microsoft Office Suite, required, • Experience with client relationship management (CRM), required, • Microsoft Dynamics, preferred Other Knowledge, Skills & Abilities: • Knowledge in the development, management and execution of sales and BD planning, lead generation, pipeline management, account planning, sales strategy and development, • Ability to understand compensation incentive plans and strive to achieve revenue goals, • Able to understands Business Development (BD) metrics and strive to achieve them, • Ability to thoughtfully and positively influence, lead, and manage change, • Capable of leading and managing a local team of people to accomplish desired results, • Strong business acumen with an ability to understand and communicate BDO's business, marketplace and value proposition, • Knowledge of contact management software including updating, maintenance and list generation, • Excellent project management skills, • Ability to work in a demanding, deadline-driven environment and handle multiple projects simultaneously, • Excellent verbal and written communication as well as presentation skills, • Ability to travel to participate in events or sales calls or attend regional or national meetings, as necessary Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $150,000 - $180,000 Maryland Range: $150,000 - $180,000 NYC/Long Island/Westchester Range: $150,000 - $180,000

Join a team where your expertise in project management and client solutions shapes the future of Securities Services. At JPMorgan Chase, you'll work with a diverse client base and lead complex projects that make a difference for our clients and the firm. As a Client Solutions Vice President you will own the planning, execution, and delivery of client implementations. You'll manage events of moderate complexity, covering a wide range of Securities Services products and working with stakeholders across Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span single product implementations to complex, multi-entity deals, ensuring high levels of client satisfaction and operational excellence. Job Responsibilities • Lead execution of onboarding projects, managing resources across multiple locations and disciplines, • Drive requirements gathering, propose and influence target solutions for fund managers and clients, • Ensure requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions, • Develop and manage project delivery plans, facilitate negotiation of client legal agreements, and execute plans with robust governance and reporting, • Actively mitigate and manage project risk, coordinate timely resolution of issues, and manage scope containment and change management, • Motivate and manage virtual teams, execute post-implementation reviews, and prioritize, track, and report on all projects in the pipeline, • Ensure compliance with all controls and procedures, own project communication to stakeholders, and deliver high levels of client satisfaction, • Manage single or multiple resources, allocate resources effectively, serve as escalation contact, and mentor junior staff, • Contribute strategies for excellent fund manager experience, drive process improvement, and proactively lead team and department-wide initiatives Required Qualifications, Capabilities, and Skills • Working knowledge of multiple Securities Services products (Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, Data Analytics), • Project and program management skills, • Customer-centric thinking and strategic planning, • Highly structured and methodical execution, • Clear, articulate, and concise verbal and written communication, • Strong presentation and interpersonal communication skills, • Negotiation and persuasion skills, • Proven ability to influence and collaborate with multiple internal disciplines, • Keen eye for identifying and resolving risks, ability to remove ambiguity from projects, • Relationship management skills, reputation for integrity, intelligence, and problem solving, • Coaching, feedback, risk assessment, and resource planning, • Bachelor's degree, • 5-10 years in Financial Services, particularly Securities Servicing Industry, • 3+ years in a client-facing project management role or commensurate experience Preferred Qualifications, Capabilities, and Skills • Other relevant skills that are not mandatory 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'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.

We are on the lookout for a talented Vice President, Audit Manager to join our Asset Management Internal Audit team. This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence! As an Audit Manager within our Asset Management Internal Audit Team, you will plan and lead audit engagements, oversee and perform audit testing, document audit reports, partner closely with global colleagues and business stakeholders, and use judgment to strengthen internal controls. We are looking for a fast-learner who can work independently and collaborate well with team members. The role is highly visible and also offers you exposure to senior executives outside of Internal Audit across the bank. The applicant should possess good knowledge of relevant financial services businesses, financial instruments and products, and associated internal controls within Asset Management. Job responsibilities • Lead and participate in audit engagements, including global audits, from planning to reporting. Ensure the production of quality and timely deliverables that meet both departmental and professional standards, • Finalize audit findings and use judgment to provide an overall opinion on the control environment as well as providing recommendations to strengthen internal controls., • Collaborate closely with global Audit colleagues in the early identification of emerging control issues and report those issues in a timely manner to Audit Management and business stakeholders., • Partner with stakeholders, including other control groups (such as risk management, compliance), external auditors, and regulators. Establish strong working relationships while maintaining independence., • Effectively manage audit team members as required, performing timely reviews of audits and providing honest and constructive feedback to enhance team performance., • Implement and execute an effective program of continuous auditing for assigned coverage areas, including monitoring key metrics to identify control issues and adverse trends., • Stay informed about evolving industry trends, external news, and regulatory changes affecting the financial and Asset Management industry, and analyze their impact on the business., • Identify opportunities to drive efficiency within existing technical infrastructure through automation, while embracing innovative technologies., • Recognize the confidential nature of Internal Audit communications and access to information; disciplined in protecting the confidentiality and security of information in accordance with firm policy, • Identify opportunities to apply AI-enabled tools, prompt engineering, and data analytics and drive adoption across the audit lifecycle to enhance audit quality, efficiency and risk coverage Required qualifications, capabilities, and skills • 7+ years of internal or external auditing experience, or relevant Asset and Wealth Management business experience., • Bachelor's degree (or relevant financial services experience)., • Experience with internal audit methodology and the application of those concepts in the delivery and execution of audits., • Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner., • Knowledge of applicable laws and regulatory requirements (e.g., 12 CFR 9) related to asset management, investment advisor, broker-dealer and fiduciary activities., • Knowledge of various financial instruments, investment vehicles and capabilities, including alternative investments such as real assets, private equity, private credits, etc., • Experience with using data analytics and large language models, as well as champion a culture of innovation, • Strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners; adept at presenting complex and sensitive issues to senior management., • Demonstrated ability to modernize audit testing using advanced technology and data-driven methods to improve quality, efficiency, and consistency across Asset Management audits. Preferred qualifications, capabilities, and skills • CPA, CIA, and/or Advanced Degree in Finance or Accounting is preferred, • Experience utilizing data analytics (e.g., Alteryx/Python) and building large language model prompts to improve audit quality, efficiency, and risk coverage 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 Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. The Audit department provides independent assessments to evaluate, test and report on the adequacy and effectiveness of our governance, risk management and internal controls. The team's priorities are focused on strong governance, transparency, strategic engagement, and fostering a diverse and inclusive culture that develops our talent.

Embark on an exciting journey at JPMorganChase, where your role will be pivotal in managing complex cash movements and funding for demand deposit accounts. Your expertise will be crucial in ensuring seamless trade processing across all asset classes, while your exceptional problem-solving skills will drive operational efficiency and innovation. As a Trade Lifecycle Specialist IV within JPMorganChase, you will play a pivotal role in managing moderate to complex tasks related to cash movements in and out of client accounts and preparing funding for managed demand deposit accounts. Your work will have a significant impact within your team, ensuring all trades are processed on respective platforms across all asset classes. You will leverage your expertise in a variety of work processes, applying advanced knowledge of policies and procedures to solve non-routine problems. Your role will involve working on escalated assignments, requiring you to apply problem-solving techniques and improve existing processes. Your ability to actively listen, manage internal stakeholders, create presentations, and initiate process improvements will be key to your success in this role. Job responsibilities • Manage the preparation and allocation of funding for managed demand deposit accounts (DDA's), ensuring proper allocation within set thresholds., • Collaborate with other business lines to facilitate appropriate funding, ensuring seamless operations across all asset classes., • Utilize various systems and tools to reconcile ledgers, identifying and resolving discrepancies in a timely manner., • Contribute to the review and improvement of end-to-end processes, applying knowledge of process improvement methodologies to optimize operations., • Support the implementation of automation initiatives, leveraging knowledge of systems architecture and automation technologies to enhance operational efficiency., • Understand the function and relevant processes end to end. Assist in identification of issues, analysis of problems and implementation of solutions. Required qualifications, capabilities, and skills • Baseline knowledge or equivalent expertise in managing cash movements in and out of client accounts and preparing funding for managed demand deposit accounts., • Demonstrated ability to apply problem-solving techniques to resolve defined problems within the trade lifecycle., • Experience in using systems architecture and automation technologies to support operational efficiency., • Ability to create and deliver presentations to peers, managers, and stakeholders using standard office software applications., • Familiarity with continuous improvement methodologies to optimize processes and propose solutions within the trade lifecycle. Preferred qualifications, capabilities, and skills • Prior Securities Operation will be beneficial. 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.

We are building a new affluent banking business from the ground up, leveraging the strength of JPMorganChase. This is a unique opportunity to have a real, visible impact on an important initiative. Join a collaborative, action-oriented team responsible for defining and driving sales strategy, enabling our sales professionals to deliver for clients, and building partnerships across the whole of JPMorgan. Job Summary As a Vice President, Sales Strategy in JPMorgan Private Client, you will lead key initiatives within the sales strategy function to drive sales readiness, effectiveness, and business growth. You will partner with senior leaders across the organization, deliver strategic insights, and manage high-impact projects that shape the direction of our affluent banking business. This is a dynamic role requiring strategic thinking, strong execution, and a collaborative approach. Job Responsibilities • Lead sales strategy initiatives that drive readiness, effectiveness, and growth for the affluent banking business., • Partner with senior leaders and cross-functional stakeholders to define priorities, align resources, and execute against strategic goals., • Develop and deliver high-quality presentations and reporting for executive audiences, organizing information in a strategic and compelling way., • Manage and deliver key projects end to end, ensuring timely execution and measurable outcomes., • Communicate effectively with business partners to understand project requirements and drive next steps., • Collect, maintain, and optimize internal resources and documentation on collaboration sites., • Identify opportunities to simplify, improve, and add value to existing business processes and sales workflows., • Provide actionable insights and recommendations to inform sales strategy decisions. Required Qualifications, Capabilities, and Skills • Bachelor's degree in Business, Finance, Economics, or a related field., • 7+ years of relevant experience in a sales strategy, analytical, or business management role., • Proven experience delivering high-quality presentations and reporting for senior stakeholders., • Strong project management skills with the ability to manage multiple initiatives simultaneously., • Demonstrated ability to engage and influence different stakeholder groups and drive the agenda., • Excellent written and verbal communication and organizational skills., • Advanced proficiency in Microsoft Office tools, particularly Excel and PowerPoint. Preferred Qualifications, Capabilities, and Skills • Experience in financial services, wealth management, or affluent banking., • Self-motivated with the ability to work independently and drive results., • Strong time management and prioritization skills., • Experience building or scaling a new business or initiative. 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. We are here to help you manage your 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.

Senior Product Associate In Embedded Finance And Solutions Join our collaborative environment, where you'll contribute to our strategy and make an impact on product success. Grow your skills, participate in product planning, and define user workflows while working alongside experienced product managers. Don't miss this opportunity to be part of a dynamic team and promote innovation in customer experiences. As a Senior Product Associate in Embedded Finance and Solutions, you play a crucial role in supporting the product development process and contributing to the discovery of innovative solutions that address customer needs. Working closely with the product management team and cross-functional partners, you contribute your skills and insights to help ensure the success of our product offerings. As a valued member of the team, you have the opportunity to learn and grow in a dynamic and fast-paced environment, making a tangible impact on our products and customer experiences. Job Responsibilities • Supports the development of our product strategy and roadmap, • Support commercialization efforts by partnering with Strategy / Pricing / Analytics / Sales on market research and competitive analysis, • Support GTM efforts by partnering with Sales / Marketing / Client Solutions to effectively manage prospects and existing relationships, • Contributes to solution discovery through collaboration with cross-functional teams to identify potential solutions that address user needs and align with business goals, • Participates in product planning sessions, contributes ideas and insights, and assists in the execution of product initiatives, ensuring timely and successful product launches, • Collaborates with the product manager to engage stakeholders and define user workflows, requirements, stories, and customer value, • Collects and analyzes metrics on product performance to inform decision-making, • Liaise with internal stakeholders (e.g., legal, risk, controls) to ensure compliance with both JPMC policy and regulatory commitments Required Qualifications, Capabilities, and Skills • Strong communication/presentation skills (i.e. creating content) that can be consumed at all seniority levels with both internal and external audiences, • Operate with minimal guidance and oversight, capable of embracing ambiguity, • Demonstrated ability to work in a highly matrixed program delivery structure, • Capable of completing thorough analyses and providing actionable recommendations to management, guiding strategic decisions and outlining clear path forward, • Skilled in distilling complex concepts and ideas into client-friendly language and materials, • 2+ years of experience or equivalent expertise in product management, project management, or a relevant domain area, • Developing knowledge level of the product development life cycle, • Exposure to product life cycle activities including discovery and requirements definition, • Emerging knowledge of data analytics and data literacy Preferred Qualifications, Capabilities, and Skills • Be a persuasive negotiator and thrive in a high intensity environment, • Proven ability as a strategic thinker with a track record of conducting independent market research analysis to drive informed decision making, • Ability to rapidly understand emerging technologies and business models / naturally see commercial opportunities, • Resourcefulness to filter a large number of opportunities into the most impactful engagements, • Knowledge of emerging financial services technologies with a key emphasis on APIs, private labeling, SaaS models, and design thinking practices, • Understanding of the global payments industry, • Undergraduate degree required, • Candidates will be contacted to participate in a case study evaluation as part of the selection process. About Us 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 About the Team A part of the Commercial & Investment Bank, J.P. Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the movement of information, money, and assets. The team of experts tackles complex challenges at every stage of the payment lifecycle. And their industry-leading solutions facilitate seamless transactions across borders, industries, and platforms. Operating in over 160 countries and handling more than 120 currencies, J.P. Morgan Payments business is the largest processor of USD payments, with a daily transaction volume of $10 trillion.

Do you enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations? Do you want to be on a team at the forefront of integrating AI into the craft of product ownership? As a Trading & Implementation Product Owner for Managed Investments, you will act on behalf of the business, operations, and our clients to drive strategic platform initiatives. This role offers a unique opportunity to engage with the strategic transformation of our managed investment platforms across multiple lines of business, with exposure to both International and US markets. You will bring AI to the daily craft of product ownership accelerating how you articulate requirements, document decisions, and brief stakeholders and apply it at the scale this transformation demands. Join us in shaping the future of wealth management advisory solutions business and making a meaningful impact on advisors and their clients! In a highly competitive industry, firms that are able to provide clients the ability to customize their investments and advisors to scale their practices will win. In order to make this a reality, we are committed to building a world-class, modern wealth platform for our advisors to use across the U.S. Private Bank and U.S. Wealth channels to deliver the breadth of our firm and deepen our client relationships. To help achieve this goal, we invite you to join us as a Product Owner on the ConnectWealth team will be focused on creating a holistic advisor and client experience that delivers advice in a single and scalable integrated wealth platform. As a product owner, our team will define the strategy and capability of ConnectWealth across the platform's Portfolio Construction, Trading and Implementation area products. The team will partner closely with key product areas across the firm, including our Technology and Digital teams, to successfully execute the ConnectWealth platform strategy. The group will partner across Wealth Management, including Business Leaders, Investors/Advisors, Portfolio Managers, Technology, Middle Office/Operations, Risk, Legal and Compliance to transform both the operating model and associated platform to support over $500Bn in discretionary and advisory assets while looking to save substantial expenses by eliminating legacy and redundant applications, platforms, processes all the while launching the new ConnectWealth product set and platform. The team will coordinate information, business requirements and infrastructure necessary to enable this implementation and business transformation. This is a top priority change management and transformative program with strong senior leadership support and team with track record of successful delivery. Across this work, the team has built AI tooling into the daily craft of product ownership accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp at the scale and pace this transformation demands. Job Responsibilities Product Ownership • Support the vision, strategy, op model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions., • Manage discovery efforts to uncover solutions; integrate into product roadmap., • Create business requirements that capture functional, design, and control/regulatory features in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams., • Document verifiable requirements using AI (e.g.Cline/Claude) and Epic/Story format using JIRA., • Support story refinement and grooming sessions with technology partners and business (including via AI generated Pull Requests in bitbucket / Claude), • Help maintain a product backlog that enables development to support the overall strategic roadmap and value proposition., • Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases., • Support and participate in the design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and timely delivery., • Support framework and track the product's key success metrics such as cost, feature and functionality, risk posture, and reliability., • Apply AI to scale requirements articulation, discovery, and backlog refinement without compromising quality, compliance, or regulatory rigor. Strategic Leadership • Help define and execute the product strategy for Wealth Management's platform, ensuring alignment with overall program goals and OKRs., • Drive innovation and continuous improvement to enhance platform capabilities., • Be a decision maker determining trade-offs based on known considerations., • Opportunities to transform the operating model and platform to support substantial assets while eliminating legacy systems., • Lead the use of AI across strategy formulation, operating model design, and continuous platform improvement. Stakeholder Management • Collaborate with leadership, steering committees, and cross-functional teams to align business and technology objectives., • Manage stakeholder relationships and influence strategic decisions to support product development and delivery., • Demonstrate team spirit and strong collaboration skills across functions and LOBs., • Use AI to scale briefings, status updates, and decision documents for executive leadership and steering committees. Product & Risk Management • Manage delivery of product features and enhancements, ensuring quality and compliance across integrated systems., • Ensure appropriate risk management and participate in governance initiatives to ensure the platform meets regulatory and business requirements., • Ensure timely delivery across end-to-end project lifecycle., • Use AI to maintain traceability across requirements, decisions, and delivery artifacts surfacing quality, compliance, or governance gaps early in the lifecycle. Required Qualifications, Skills and Capabilities Product Management Experience • 2+ years of experience in wealth management or financial services., • Track record of successfully managing projects highly desirable, • Experience with or in a product or project management role highly desirable Leadership Competencies • Strong strategic vision and execution capability, with excellent communication skills., • Ability to lead meetings and initiatives with cross-functional teams, fostering a collaborative and innovative work environment, • Strong issue resolution and problem-solving abilities. Technical Skills • Proficiency in Excel and PowerPoint., • Experience in JIRA desirable., • Ability to leverage data and analytics to drive product decisions and improvements., • Experience using AI tools is highly desirable. 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.

The successful candidate will work within the AWM (Asset & Wealth Management). Public Product Control team, which is responsible for oversight of private debt and equity valuation covering $23bn market value within the growing Private Credit Group and Business Development Company ("BDC") platform. They will be responsible for the price verification of private investments; primarily private debt. They will interact with Controller's management, the portfolio management team and traders, as well as support areas such as Operations, Risk, Technology, Fund Accounting, Legal, Compliance and Investor Relations. They will be responsible for investor and regulatory reporting. Principal Responsibilities: • Responsible for oversight of quarterly valuation process for private debt and equity positions, including financials statement analysis, yield analysis and discounted cash flow and market approaches, • Involvement in independent third-party valuation processes, • Involvement in external/internal Audit review process, • Responsible for investor and regulatory reporting including MD&A disclosures for financial statements, • Responsible for valuation committee presentations, • Daily interaction with portfolio managers, Fund Accounting & Operations, • Understand SOX 404 framework and document supporting evidence of key SOX controls to ensure correct levels of control and independence are in place, • Develop a broad understanding of credit markets and the BDC industry Qualifications: • Degree in Finance / Accounting, CPA/CFA or MBA preferred, • 3-5 years relevant work experience (public and/or private), • Working knowledge of Private Equity and Private Debt valuations, including knowledge of market approach, DCF, liquidation approach etc., • Strong understanding of WACC, CAPM and Contingent Claims Analysis models, • Strong understanding of Fixed Income and Equities markets and the alternative investment management industry, • Extensive Microsoft Office experience (Excel/PowerPoint/Outlook), • Strong understanding of valuation accounting disclosures, • Strong interpersonal (verbal and written communication) skills, including experience presenting/communicating with senior managers, • Ability to work within a team environment, • Strong analytical and organizational skills, • Results driven and great multitasking skills Salary Range The expected base salary for this Jersey City, New Jersey, United States-based position is $85000-$140000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html • Job Identification 163080, • Job Category Associate, • Posting Date 02/19/2026, 02:14 PM, • Locations Jersey City, NJ, United States

The Business Development Senior Associate plays a pivotal role in driving local and industry revenue growth by enhancing market presence and identifying new business opportunities aligned with firm and industry strategies. Collaborating closely with the BD Market Leader and their team, this role involves developing and executing strategies to generate new leads, opportunities, and revenue. Key responsibilities include conducting extensive research, qualifying prospects, and cultivating new business relationships to build a robust pipeline of opportunities. This position demands an energetic and diligent approach to business development and customer relationship management, working alongside local market leadershipsuch as Market Leaders, Practice Leads, Principals, Directorsand partnering with analysts, experienced sellers, and BD leadership in a supportive environment. Job Duties: • Generates interest and creates opportunities through outbound prospecting via emailing, calling, and social media selling techniques, • Collaborates with cross functional teams including Principals and market stakeholders, • Contributes to the production of a pursuit/pipeline report for assigned office/industry, • Participates in industry group programs as defined by the BD Market Leader, • Learns and develops an understanding of all business services to identify opportunities for clients, • Attends relevant market events and develops a professional network that is responsive to creating new opportunities, • Researches, responds, and engages in qualifying inbound leads across multiple industries to develop account intelligence and identify business development opportunities, • Other duties as required Supervisory Responsibilities • N/A Qualifications, Knowledge, Skills, and Abilities: Education: • High School Diploma and five (5) or more years of business development experience in a professional services environment or industry relevant firm, required, OR, • Bachelor's degree, required; major in Business, Finance, Marketing, or Communications, preferred; and three (3) or more years of business development, marketing, and/or project management related experience in a professional services environment, required Experience: • Successful track record of interacting and building relationships with clients (internal and/or external), required, • Prior experience working in the professional services direct sales industry or in an analyst, development, or marketing role at a financial services firm, including but not limited to experience with accounting firms, investment banking or private equity firms, personnel recruiting, business journals sales, financial consulting, business advisory services, and/or banking industry, preferred License/Certifications: • N/A Software: • Proficient with Microsoft Office Suite, required, • Experience with SharePoint, PowerBI, Microsoft Dynamics CRM, preferred, • Experience with LinkedIn Sales Navigator and ZoomInfo, preferred, • Prior experience with a Client Relationship Management tool (CRM), preferred Other Knowledge, Skills & Abilities: • A strong hunter mentality with the ability to prospect and sell into new accounts, • Self-starter with the ability to execute with speed and agility, exuding a positive attitude, • Demonstrated resourcefulness and dependability, • Ability to work well in a cross-functional team environment, • Excellent organizational, time management, and research skills, • Knowledge in the development, management and execution of sales and business development planning, lead generation, pipeline management, account planning, sales strategy and development Keywords: Business Development, Customer Service, Relationship Management, Sales, Cold Calling, Outgoing, Great Phone Presence, CRM, Marketing, Communication, Prospecting Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $70,000 - $95,000 Maryland Range: $70,000 - $95,000 NYC/Long Island/Westchester Range: $70,000 - $95,000 Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: • Welcoming diverse perspectives and understanding the experience of our professionals and clients, • Empowering team members to explore their full potential, • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities, • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs, • Focus on resilience and sustainability to positively impact our people, clients, and communities, • BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more! *Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! • Job Identification 12602, • Job Category Business Development, • Posting Date 06/03/2026, 01:29 PM, • Apply Before 06/03/2027, 01:29 PM, • Job Schedule Full time, • Locations 90 Woodbridge Center Dr., Woodbridge, NJ, 07095, US

Embark on an exciting journey at JPMorganChase, where your role will be pivotal in managing complex cash movements and funding for demand deposit accounts. Your expertise will be crucial in ensuring seamless trade processing across all asset classes, while your exceptional problem-solving skills will drive operational efficiency and innovation. As a Trade Lifecycle Specialist IV within JPMorganChase, you will play a pivotal role in managing moderate to complex tasks related to cash movements in and out of client accounts and preparing funding for managed demand deposit accounts. Your work will have a significant impact within your team, ensuring all trades are processed on respective platforms across all asset classes. You will leverage your expertise in a variety of work processes, applying advanced knowledge of policies and procedures to solve non-routine problems. Your role will involve working on escalated assignments, requiring you to apply problem-solving techniques and improve existing processes. Your ability to actively listen, manage internal stakeholders, create presentations, and initiate process improvements will be key to your success in this role. Job responsibilities • Manage the preparation and allocation of funding for managed demand deposit accounts (DDA's), ensuring proper allocation within set thresholds., • Collaborate with other business lines to facilitate appropriate funding, ensuring seamless operations across all asset classes., • Utilize various systems and tools to reconcile ledgers, identifying and resolving discrepancies in a timely manner., • Contribute to the review and improvement of end-to-end processes, applying knowledge of process improvement methodologies to optimize operations., • Support the implementation of automation initiatives, leveraging knowledge of systems architecture and automation technologies to enhance operational efficiency., • Understand the function and relevant processes end to end. Assist in identification of issues, analysis of problems and implementation of solutions. Required qualifications, capabilities, and skills • Baseline knowledge or equivalent expertise in managing cash movements in and out of client accounts and preparing funding for managed demand deposit accounts., • Demonstrated ability to apply problem-solving techniques to resolve defined problems within the trade lifecycle., • Experience in using systems architecture and automation technologies to support operational efficiency., • Ability to create and deliver presentations to peers, managers, and stakeholders using standard office software applications., • Familiarity with continuous improvement methodologies to optimize processes and propose solutions within the trade lifecycle. Preferred qualifications, capabilities, and skills • Prior Securities Operation will be beneficial. 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.

Provide fund administration services to domestic and offshore hedge fund and private equity fund clients. These services include processing of investor subscriptions and redemptions, performing anti-money laundering and due diligence checks on investors, reporting to investors and clients, and handling investor communications and inquiries. Career level professionals leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative. Demonstrate specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions. Recommend new procedures. SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. How You Will Make an Impact • Act as main contact for fund investors and managers via email and telephone correspondence., • Process investor subscription and redemption activity in accordance with the fund's offering documents and anti-money laundering (AML) requirements., • Communicate pending transactions to fund management as required., • Prepare and validate investor statements to fund accounting information., • Prepare distribution of investor statements, letters and miscellaneous documents in accordance with investor and fund management instructions., • Ensure distribution information is up to date and compliant in accordance with investor and fund management instructions., • Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms., • Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management., • Comply with department policies and procedures for processing of above activities., • Participate in system and process enhancement., • Perform other related duties as assigned by department management. Required Experience • (Bachelor's degree with minimum 3 years' related experience), • Advanced knowledge of Microsoft Office product suite, specifically Excel, • Knowledge of Anti-Money Laundering and KYC procedures is a plus., • Overtime may be required to meet Client and Department deliverables, • Effective communication skills oral, written and active listening, • Excellent interpersonal skills and customer service orientation, • Ability to work in a demanding environment and adjust to multiple demands; shifting priorities; ambiguity and rapid change., • Work in local office 6-days per month What Sets You Apart (preferred qualifications) • Experience in Hedge/Private Equity Fund administration and/or Investor/Shareholder services, • Experience in the financial services is a plus. SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity. Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location. New Jersey: The expected base salary for the position is between $55,000 USD to $90,000 USD. Washington: The expected base salary for the position is between $55,000 USD to $90,000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion. Applications will be accepted on an ongoing basis until the position is filled. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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