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Provide comprehensive financial planning and advice to individuals and families; build and grow a book of business through client acquisition and relationship management; deliver personalized investment and insurance solutions, referrals, and digital education while collaborating with partners.

Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build and grow a book of business, educate clients on digital tools, coordinate referrals across Chase partners, and deliver goals-based planning while maintaining required FINRA and insurance licenses.

Provide comprehensive financial planning and goal-based advice to individuals and families, build and manage a book of clients, deepen relationships through referrals and digital tools, educate clients on investment solutions and insurance, and collaborate with partners while upholding integrity and business objectives.

Lead design and execution of mobile web and native app test automation across testing phases. Use mobile cloud platforms and emulators, implement CI/CD with Jenkins, perform API testing with JMeter, ensure accessibility compliance, and manage test teams and test scenarios throughout the application lifecycle.

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.

Lead origination and execution of power derivatives transactions for corporate and private clients across North America. Drive marketing and growth strategy, provide commodities coverage, negotiate legal documentation, model transactions, and manage stakeholder relationships to close deals under tight deadlines.

Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build and manage a book of business, acquire and deepen client relationships, educate clients on digital tools, coordinate referrals, and deliver holistic financial coaching while meeting licensing and regulatory requirements.

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.

Provide comprehensive financial planning and advice to individuals and families; build a book of business through client acquisition and relationship management; deliver personalized investment and insurance solutions; educate clients on digital tools; collaborate with partners and promote goals-based planning while maintaining high ethical standards.