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Provide comprehensive, goals-based financial planning and advice to individuals and families; build a book of business through client acquisition and relationship management; educate clients on digital tools; coordinate with Chase partners to offer holistic investment and insurance solutions while maintaining regulatory licenses and high integrity.

Provide comprehensive financial planning and relationship-based investment advice to individuals and families, build and grow a client book, acquire and retain clients, coordinate with partners, educate clients on digital tools, and ensure regulatory compliance through required licenses.

Provide holistic financial planning and relationship-focused advice to individuals and families. Build and grow a book of business through client acquisition, goals-based planning, and partner referrals. Educate clients on digital channels, recommend investment and insurance solutions, and uphold regulatory and ethical standards. Collaborate with teammates to deepen client relationships and deliver exceptional investor experiences.

Provide comprehensive financial planning and relationship-driven investment advice to individuals and families. Build a book of business through client acquisition, deliver goals-based planning, coordinate Chase partner referrals, and educate clients on digital tools while maintaining integrity and regulatory compliance.

Lead a cross-functional agile team to design, build, test, and operate scalable, secure full‑stack applications. Implement microservices (Java/Spring Boot or Python), cloud-native architectures, RESTful APIs, and high-volume data processing with SQL/NoSQL. Drive code quality, automation/CI-CD, vendor evaluations, and engineering communities of practice while improving operational stability and observability.

Manage a portfolio of ~100-130 small business clients, provide deposit, cash management and lending solutions up to ~$500k, build relationships through in-person outreach, collaborate with internal specialists, and follow risk management and regulatory protocols to ensure client satisfaction and portfolio profitability.

Lead and evolve first-party card fraud strategies by translating ambiguous problems into data-driven hypotheses and actions. Monitor performance and customer friction, leverage internal/external data to reduce false positives, define success metrics, partner with Product and Operations to implement scalable controls, execute changes with governance, and mentor team members while communicating executive-ready recommendations.

Nine-week summer internship rotating across Analytics, Project Management, and Process Improvement. Conduct data analysis, support project delivery, identify process inefficiencies, use AI-enabled tools, collaborate with stakeholders, and present actionable recommendations. High performers may receive a full-time rotational offer.

Lead back-end engineer delivering cloud-native microservices, building scalable, secure, high-volume data processing systems. Design domain models, implement tests, optimize performance, operate production services, and support incident management across distributed systems.

Provide comprehensive financial planning and relationship-driven investment advice to individuals and families. Build a book of business through client acquisition, partner referrals, and goals-based planning while educating clients on digital tools and delivering exceptional service.