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Provide comprehensive financial planning and goals-based advice to individuals and families, build and grow a client book through acquisition and referrals, deliver personalized investment and insurance solutions, educate clients on digital channels, collaborate with partners, and maintain high integrity and client-focused relationship management.

Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build a book of business through client acquisition and referrals, offer goals-based planning, promote digital tools, collaborate with partners, and ensure high standards of integrity and client service.

Lead firmwide AI transformation by defining portfolio strategy, prioritizing high-impact AI initiatives, building governance and measurement frameworks, advising senior leaders with data-driven narratives, clearing execution roadblocks, and managing a team to deliver measurable strategic and financial value.

Provide holistic financial planning and advice to individuals and families, build a book of business, acquire and deepen client relationships, deliver goal-based investment solutions and referrals, educate clients on digital tools, and collaborate with partners while upholding integrity and fostering team success.

Provide comprehensive financial planning and advised investment solutions to individuals and families, build and manage a book of business, acquire and deepen client relationships, coordinate referrals with partners, educate clients on digital tools, and uphold integrity and goals-based planning.

Provide independent oversight of firmwide capital risk: monitor and analyze regulatory capital metrics, assess capital management activities, evaluate impacts of regulatory or market changes, prepare board-level analyses, lead reviews of capital-related transactions, and partner with capital management, businesses and controllers to escalate breaches and improve processes, including automation and AI-enabled analytics.

Provide comprehensive financial planning and investment advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, coordinate with Chase partners, promote digital engagement, and ensure goals-based planning and holistic financial coaching.

Provide comprehensive financial planning and investment advice to individuals and families, build a book of business through client acquisition and relationship management, coordinate referrals with Chase partners, educate clients on digital tools, and deliver goal-based planning while maintaining regulatory licenses and strong client-focused integrity.

Provide comprehensive financial planning and investment advice to individuals and families, build and manage a book of business, acquire and retain clients, deliver goals-based planning, coordinate Chase partner referrals, educate clients on digital tools, and uphold strong ethical and relationship-building standards.

Lead and deliver complex, cross-functional equities and prime transformation programs from conception through execution. Define integrated program plans, manage governance and senior stakeholders, track risks and controls, ensure compliance with firm guidelines, and drive digital, automation, and AI-enabled solutions to improve post-trade operations and business outcomes.