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Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build a book of business through client acquisition and referrals, educate clients on digital tools, deliver goals-based planning, coordinate with Chase partners, and maintain required securities and insurance licenses.

Provide comprehensive financial planning and investment advice to individuals and families. Build and manage client relationships, acquire new clients, offer goals-based planning, coordinate Chase partner referrals, and educate clients on digital tools and holistic financial needs.

Lead product strategy and roadmap for Domestic Payments & Gaming, manage full product lifecycle, mentor product teams, define OKRs/KPIs, drive cross-functional stakeholder alignment, use data-driven prioritization, and support go-to-market and adoption. Periodic travel required.

Design user-centered, accessible, and inclusive experiences for payments products. Collaborate with cross-functional teams to translate data and research into interface, information architecture, and design-system solutions that meet business and regulatory needs.

Lead development of liquidity analytics and methodologies for Markets; interpret regulatory requirements, model liquidity risk and stress tests, present findings to senior management and regulators, partner with business, risk, and technology teams, and support strategic regulatory initiatives.

Support daily deliverables for Private Equity fund administration including NAV computation, financial statements, capital events, fees/carried interest, investor allocations and reporting. Coordinate year-end audit/tax, manage client expectations and SLAs, review governing documents, liaise with risk, audit, compliance and operations, and contribute to process improvements and staff development.

Provide comprehensive financial planning and advice to individuals and families, build a book of business, acquire and deepen client relationships, deliver goals-based investment solutions, educate clients on digital tools, and coordinate referrals across Chase partners.

Lead and own workstreams on strategic, cross-functional initiatives for DPS; conduct quantitative and qualitative analysis; design future-state operating models and governance; run research, workshops, and stakeholder engagement; support early-stage execution and track actions; leverage data and emerging AI technologies to inform recommendations.

Manage and grow a portfolio of ~40 business clients and 60 prospects (>$3M revenue), acquire new relationships, provide deposit, cash management and credit solutions (up to $15M), deepen product usage, build referral networks, partner with specialists for onboarding, and follow risk and regulatory controls while delivering high-touch financial advice.

Lead technical design and delivery of secure, scalable Java-based microservices on AWS. Guide and coach engineers, drive adoption of AI-assisted development practices, ensure code quality, and influence architecture and operational standards.