- JPMorgan Chase (San Jose, CA)
- …+ Monitor and analyze the progress of active account and book reviews, as well as staff productivity. + Identify opportunities to address issues, risks, and ... JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of… more
- JPMorgan Chase (Palo Alto, CA)
- …include leveraging tax and trust & estate laws knowledge, identifying client engagement opportunities, partnering with field management to establish regional ... strategies, and advising on strategy execution. You should be naturally curious, proactive, and responsive. **Job Responsibilities:** + Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics… more
- JPMorgan Chase (Walnut Creek, CA)
- …+ Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 ... If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll… more
- JPMorgan Chase (San Francisco, CA)
- …+ Support priority business initiatives by partnering with senior business stakeholders, subject matter experts, and other learning professionals to design and deploy ... Join our team as a Faculty III Vice President, where you will lead and develop impactful training programs for senior bankers working with affluent clients. Leverage your expertise in learning facilitation and development to drive strategic business goals and… more
- JPMorgan Chase (Irvine, CA)
- …+ * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals + * Convert high ... quality leads into new clients and help to maintain those relationships + * Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients + * Ensure that proposed solutions fulfill clients' needs and objectives in the short,… more
- JPMorgan Chase (Palo Alto, CA)
- …+ Lead the design and development of our AI/ML platform, ensuring robustness, scalability, and high performance. + Drive the adoption of best practices in software ... Join us in reshaping the future! as a Lead AI/ML Engineer (Tech Lead Manager) you will be responsible for ML feature development, ML model training, ML model deployment, Gen AI LLM approaches such as RAG and Agent. You will join the AI/ML Platform & Solutions… more
- JPMorgan Chase (Santa Clara, CA)
- …:** + Deliver foundational practice management concepts and tools to financial advisors and field leadership via one-on-one, small group and large workshop settings + ... Provide ongoing coaching and training to advisors to help them deliver an exceptional client experience and be in a position for continued, long-term growth + Serve as a subject matter expert in leadership, business management, business development, financial… more