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2 Hours AgoSaved
Financial Services
Originate, grow, and retain profitable commercial client relationships in Diversified Industries by partnering with internal teams to deliver credit, treasury, lending, and capital markets solutions. Act as industry expert, prospect methodically, identify client opportunities, and meet sales targets while maintaining strong internal and external relationships.
2 Hours AgoSaved
Financial Services
Originates, grows, and retains profitable commercial client relationships across Diversified Industries (capital goods, transportation, logistics, heavy equipment). Partners with bankers and product teams to sell banking solutions (credit, treasury, syndicated finance, commercial card), meet sales goals, and provide national territory coverage while driving innovation and cross‑business collaboration.
Financial Services
Lead strategic UX design and research across products, create wireframes and prototypes, diagram service flows, champion inclusive and accessible design, mentor designers, and align design strategy with business objectives using research and data insights.
2 Hours AgoSaved
Financial Services
Provide advanced wealth, tax, and trusts & estates planning advice to advisors and clients, develop and present planning content, integrate estate and tax concepts into goals-based advice, promote services to accountants and attorneys, support concentrated position and pre-liquidity planning, and travel to branches as needed.
2 Hours AgoSaved
Financial Services
Provide comprehensive financial planning and goals-based advice to individuals and families, build a book of business through client acquisition and relationship management, deliver personalized investment and insurance solutions, collaborate with partners for referrals, and promote digital and financial education to deepen client relationships.
2 Hours AgoSaved
Financial Services
Provide comprehensive financial planning and goals-based advice to individuals and families; build and maintain a book of business; acquire clients; deliver personalized investment and insurance solutions; educate clients on digital tools; collaborate with partners to deepen relationships and meet bank goals.
Financial Services
Manage and deepen a portfolio of ~80-100 business clients (> $5M revenue), drive deposit acquisition, cash management and credit opportunities up to ~$15M, provide high-touch relationship banking, coordinate with specialists and partners, and follow risk management and regulatory protocols to grow client primary-bank share.
Financial Services
Lead operational risk management for Workplace Solutions globally, assessing risks for new initiatives, overseeing risk assessments and testing, reviewing loss events, supporting regulatory deliverables, engaging with horizontal risk programs, preparing materials for governance forums, and promoting a strong operational risk culture across regions and stakeholder groups.
Financial Services
Act as primary lending expert for Financial Advisors and clients, recommending and executing mortgage, margin, and securities-based lending solutions. Drive new business, deepen relationships, coordinate with service and risk teams, support productivity and compliance projects, and promote lending capabilities. Provide timely decisions, resolve escalations, and maintain knowledge of products, market trends, and regulations to ensure operational excellence and superior client outcomes.
Financial Services
Lead enterprise sales for JP Morgan Chase's Workplace equity compensation solution targeting pre-IPO companies. Build and close a pipeline, cultivate executive relationships (finance/HR), collaborate with internal banking, legal, product, and marketing teams, negotiate deals, and analyze sales performance to drive market expansion.
Financial Services
Lead applied AI/ML initiatives, design and deliver production-grade software, develop secure high-quality code, troubleshoot, automate remediation, evaluate vendor architectures, champion best practices across engineering, and drive adoption of AI/ML, NLP, LLMs and streaming technologies.
Financial Services
Design bespoke, end-to-end luxury travel experiences for ultra-high-net-worth clients. Manage member relationships, curate multi-component itineraries, coordinate vendors, handle trip finances, provide white-glove pre-trip and real-time concierge support, proactively troubleshoot, and maintain knowledge of luxury travel trends.
Financial Services
Conduct internal quality reviews of substantive, general control, SOX/CCAP testing and issue validation. Evaluate testing execution, evidence, and conclusions; identify process gaps; synthesize findings into metrics and recommendations; leverage automation for reporting; support remediation and calibration to improve testing quality and controls in the Finance domain.
