22 retail client manager jobs found

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities   Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities   Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and...

This role is an integral component of Trust & Estates Safekeeping Services, accountable for supporting a team that supports data processing and document management activities, including document handling, preparation, imaging, and archiving. The Analyst partners across Trust & Estates, Operations, and related stakeholders to execute daily controls, manage escalations, and drive continuous improvement and automation. As a Trust & Estates Safekeeping Services Analyst within JPMorgan, you will support the Trust & Estates business by contributing to a team responsible for document and data processing across the document lifecycle, including document handling, preparation, imaging, and archiving. You will partner closely with Trust & Estates and Operations to help maintain strong controls, ensure compliant safekeeping practices, and deliver a positive client experience.  Job Responsibilities Partner with Trust & Estates and Operations to obtain, route, and...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.  As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.  Job Responsibilities  Foster a welcoming atmosphere by...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities  Foster a...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.  As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.  Job Responsibilities  Foster a welcoming atmosphere by...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities  Foster a...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.  As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.  Job Responsibilities  Foster a welcoming atmosphere by...

The Open Banking product team is leading the industry in enabling customers to easily and securely share their data across financial institutions and FinTechs, holistically manage their finances, and seamlessly control these permissions through Chase’s Security Center. As an Associate on the Product Operations team for Open Banking, you will help execute strategic initiatives and support operational alignment across the Open Banking Product organization. You will partner with internal and external stakeholders to monitor product performance, coordinate product planning, support portfolio management, and prepare executive communications. Job responsibilities Track, and refine OKRs, KPIs, and other key business metrics; monitor progress against strategic goals  Coordinate ongoing, quarterly, and annual roadmap planning across the Open Banking portfolio, ensuring alignment with business objectives.  Leverage business intelligence and analytics to inform...

The International Private Bank Platform Business Management Team is part of JPMorgan Private Bank within the Asset & Wealth Management (AWM) line of business, serving ultra and high net worth team members globally. Our goal is to help these affluent clients optimize their wealth, after taxes and across generations. We partner with the Latin America Private Bank Leadership Team and support the Global Families Group, which covers Private Bank clients in Europe, Asia and Canada from the US. Acting as a trusted advisor and COO to regional and market leadership, we execute business priorities in coordination with functional partners (e.g. Products/Solutions, Legal, Risk, Compliance, Technology, Operations, Client Service, Program Management, Controls, Audit) across the organization. The business management team is involved in all facets of the business, including business/product development, sales management, performance reporting, data management and issue/risk management. As...

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 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. With over $200 billion of client capital invested across hedge funds, private equity, private credit, real estate and direct investments/co-investments, the Global Alternatives Investment Solutions capability brings “best of class” sourcing and offerings of non-traditional investment strategies to institutional, private banking and wealth management clients.  A disciplined selection...

Opportunity: J.P. Morgan Global Alternatives is the alternative investment arm of J.P. Morgan Asset & Wealth Management. With $400 billion in assets under management and 450+ investment professionals, we offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, timber, liquid alternatives and hedge funds. (as of Sept. 2024) A vacancy has arisen for an Investor Relations Associate within the Global Transportation Group. An Investor Relations Associate plays a leading role in supporting the client relations, strategy and portfolio management efforts of the firm’s Global Transportation investment platform. This position will support the business’ investment strategies and work closely with both the investment specialist team and portfolio management teams as it relates to the management and marketing of all fund related activities. Excellent communication (written and verbal),...

The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management business, J.P. Morgan Securities and Self-Directed Investing - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.  As an Active Trade Desk Professional within the J.P. Morgan Securities service team, you will play a crucial role in advocating for our clients. You will collaborate in a team environment to assist clients in executing trades over the telephone in brokerage and retirement accounts, including Traditional and Roth IRAs. Your responsibilities will include mitigating financial and reputational risk by ensuring trade accuracy. You will utilize your industry knowledge and experience to handle a variety of complex trades, encompassing equities, mutual funds, derivatives, margin, debt instruments, forex, hedge...

J.P. Morgan Asset & Wealth Management, 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 part of the Workplace Retirement team, you are responsible for distribution of JPMC’s small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client’s build stronger retirement plans that lead to better outcomes for participants. Job Responsibilities Drive 401(k) pipeline and sales growth...

Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services. Be part of a global organization that values collaboration, excellence, and client impact. As a Client Solutions Project Coordinator, you will play a key role in supporting project managers with scheduling, documentation, and core project tasks. You will work closely with clients, managing their day-to-day business interactions with JPMorgan’s Commercial & Investment Bank. You will support both new and incremental client events for Securities Services, serving a wide range of clients including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span all Securities Services products, from single product implementations to complex, multi-entity deals. Job responsibilities Coordinate the requirements...

Organization Description 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.​   Employer Description JPMorgan Chase & Co., 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...

Are you ready to make an impact in the world of financial and regulatory reporting? We are looking for a detail-oriented and driven professional to join our team, where you will play a key role in the production, review, and filing of critical reports for regulatory agencies.   As an Analyst in the Financial Reporting team, you will handle the oversight of financial statements and management reporting, ensuring a sound control environment. You will apply your accounting knowledge to ensure compliance with corporate and regulatory requirements, coordinate the preparation of regulatory requirements, and validate balance sheet items. This role provides an opportunity to consolidate, review, and analyze financial data, communicate financial information to various business lines, and participate in the production and filing of reports for regulatory agencies. Job responsibilities Apply up-to-date product,industry,market knowledge in specialty areas of financial reporting...

Join a team where data rigor meets real‑world impact in global Securities Services. As a US Tax Withholding Associate, you’ll turn complex IRS rules into precise, audit‑ready outcomes—driving accurate withholding, airtight controls, and year‑end reporting at scale. Partner across Tax, Technology, and Client Service to automate data quality, resolve cross‑border scenarios, and reduce risk for clients across asset classes. The US Tax Withholding Associate supports end-to-end withholding and information reporting for US source income across Securities Services client accounts, with a heavy focus on manipulating and validating large, complex data sets to ensure accuracy and strong control outcomes. The associate will apply IRS Chapters 3 and 4 rules, review tax documentation (W‑8/W‑9), execute withholding and deposits, and support year-end reporting (1042‑S/1099). Success in this role requires exceptional attention to detail, rigorous adherence to control procedures, and comfort...

J.P. Morgan Workplace Solutions is redefining the equity compensation industry.  We are committed to delivering premier stock plan administration software and services, empowering our clients to attract and retain top talent. Our team is passionate about creating best-in-class experiences for both corporate clients and their employees.   Liquidity events represent a pivotal moment in an employee’s financial journey. The Head of Reinvestment ensures these moments translate into long-term client relationships, sustained AUM growth, and differentiated employer value propositions.  This role directly impacts enterprise growth, participant financial outcomes, and competitive positioning. Position Overview The Head of Reinvestment is a senior leader responsible for designing, executing and scaling wealth reinvestment strategies within our broader J.P. Morgan Workplace Solutions team.  The role leads the strategy that converts stock plan key moments (e.g. RSU vestings) into...

The Chase Open Banking team is committed to empowering customers to share their financial data securely, safely, and transparently within the open banking ecosystem. We enable customers to access their financial data and have full control and visibility in sharing it securely with the apps and companies they choose. Join our dynamic team and make a meaningful impact in shaping the direction of a new revenue-generating business within JPMorgan Chase (JPMC). As Associate, Open Banking Business Execution and Strategy, you will contribute to innovative business strategies to drive growth and shape new product development. You will shape the future of Chase Open Banking, driving value for customers, removing barriers to success, and exceeding expectations. Job responsibilities Support the development and implementation of strategic initiatives for the Open Banking team Contribute to definition and execution of business strategy, including go-to-market plans and pricing...

Join a team where data rigor meets real‑world impact in global Securities Services. As a US Tax Withholding Associate, you’ll turn complex IRS rules into precise, audit‑ready outcomes—driving accurate withholding, airtight controls, and year‑end reporting at scale. Partner across Tax, Technology, and Client Service to automate data quality, resolve cross‑border scenarios, and reduce risk for clients across asset classes. The US Tax Withholding Associate supports end-to-end withholding and information reporting for US source income across Securities Services client accounts, with a heavy focus on manipulating and validating large, complex data sets to ensure accuracy and strong control outcomes. The associate will apply IRS Chapters 3 and 4 rules, review tax documentation (W‑8/W‑9), execute withholding and deposits, and support year-end reporting (1042‑S/1099). Success in this role requires exceptional attention to detail, rigorous adherence to control procedures, and comfort...

Job Description The Consumer and Community Banking division at Chase provides a wide range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. Within this division, the Analytics and Business Strategy Execution team leverages data to create competitive advantages and generate critical analytical insights to support strategic initiatives for Collections and Recovery Operations. As a Quantitative Analytics Associate Senior in the Analytics and Business Strategy Execution team, you will play a key role supporting data-driven decisions with direct impact to the financial bottom line collaborating with partners and stakeholders to drive operational excellence. You will leverage data governance, predictive analytics, strategy development, data science and machine learning disciplines to understand and predict customer and industry behavior, set quantifiable goals,...