285 Jpmorgan Chase jobs in Blacklick Estates

If you are a collaborative team member, solutions orientated and deliver premier client service, J.P. Morgan is the place for you!
As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.
The Asset Management Client Service division manages over 1800 clients across Institutional, Sub Advisory, and Alternatives sectors, focusing on maintaining client relationships and expanding market reach to achieve business goals. The team collaborates with Sales, Investments, Technology, Legal, and Operations to enhance processes and drive change.
**Job Responsibilities**
+ Participate in problem resolution for client accounts
+ Process trades and information requests for clients
+ Educate clients about JPMorgan products and valueadd resources
+ Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses
**Required qualifications, capabilities and skills**
+ Possess high energy, a great attitude and exceptional service skills
+ Bachelor's Degree or equivalent client service experience
+ Industry knowledge
+ Strong written and oral communication skills
+ Relationship building and problem solving skills
+ Attention to detail
+ Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

The Valuation Controller role is a position on the Product Administration Business Platform Team within Client Service / Asset Management and has responsibility for supporting the oversight of valuation of investments held by the Funds. The role entails a working knowledge of the Funds' investments and all aspects of valuation related to those investments. The Valuation Controller will support the Product Administration leadership team in executing management and oversight responsibilities.
The role is visible within the organization and requires working cross functionally in areas including: Portfolio Management, Legal, Compliance as well as various external pricing vendors and other parties that provide services to the Funds.
**Job responsibilities**
+ Daily / Monthly Oversight - execute risk-based oversight model that addresses daily risk all aspects of valuation including: trade back-testing, price fluctuations and comparisons, market events impacting valuation, oversight of pricing vendors and service providers, engagement with relevant stakeholders and global counterparts and management reporting.
+ Management Reporting - prepare and review of required reporting to senior management, valuation committee, boards of trustees that highlight metrics on oversight results and analysis, regulatory requirements, escalation items and other relevant topics.
+ Financial reporting and disclosure controls - prepare all valuation-related financial statement disclosures and regulatory filings; coordination of all audit efforts with service providers and external auditors.
+ New products/change to existing products - evaluating valuation-related aspects of proposals, review of pricing vendor capabilities and assessment of valuation risk.
+ Valuation-related initiatives - leading/participating in various valuation-related initiatives.
**Required qualifications, capabilities, and skills**
+ College degree in finance, economics or related field with at least 3+ years' experience in the investment management industry.
+ Knowledge and experience of valuation methodologies and techniques across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
+ Technical and business knowledge of various Fund structures (e.g., mutual collective investment and hedge funds) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
+ Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
+ Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
+ Demonstrated thought leadership and the ability to influence and achieve results. Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
+ Proactive attitude, commitment to continuous learning, willing to challenge the status quo to improve processes and flexibility, strong organizational and time management skills.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

If you are a collaborative team member, solutions orientated and deliver premier client service, J.P. Morgan is the place for you!

As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.

The Asset Management Client Service division manages over 1800 clients across Institutional, Sub Advisory, and Alternatives sectors, focusing on maintaining client relationships and expanding market reach to achieve business goals. The team collaborates with Sales, Investments, Technology, Legal, and Operations to enhance processes and drive change.

Job Responsibilities

• Participate in problem resolution for client accounts
• Process trades and information requests for clients
• Educate clients about JPMorgan products and valueadd resources
• Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses

Required qualifications, capabilities and skills

• Possess high energy, a great attitude and exceptional service skills
• Bachelor's Degree or equivalent client service experience
• Industry knowledge
• Strong written and oral communication skills
• Relationship building and problem solving skills
• Attention to detail
• Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Ready to be pushed beyond what you think you're capable of?
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
Join our Coinbase Asset Management team as we seek a detail-oriented individual to manage day-to-day operations in a dynamic and innovative environment. This role involves a blend of accounting, reconciliations, and automation projects, including daily cash and position reconciliations, trade bookings and processing wires. You will also maintain and implement automated processes, manage service provider relationships, while supporting our tax and compliance teams. Be part of a forward-thinking entity that leverages cutting-edge technology to optimize asset management in the crypto space!*
What you'll be doing (ie. job duties):*
* Trade Support (booking, reconciliation, valuation, trade flow management, counterparty relationship management etc)
* Cash Management and Accounting Support (managing cash flows, margin maintenance, NAV calculation assistance, financial statement preparation and audit etc)
* Process Development (develop new processes as the business evolves, optimize and automate existing processes)
*What we look for in you (ie. job requirements):*
* 2+ years of experience in middle or back office operations within a hedge fund, asset management firm, fund administrator, or financial services institution
* Proven experience in accounting principles and reconciliation processes.
* Ability to work independently and as part of a team in a fast-paced environment.*
*
*Nice to haves:*
* Proficiency in programming languages (e.g., Python, VBA, SQL) with demonstrated ability to apply coding skills to operational challenges.
* Experience with portfolio management systems (e.g., Enfusion, Elwood) or accounting software
* Knowledge of regulatory reporting requirements
Req ID: P71275
#LI-Remote
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$112,965-$132,900 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
**Job Summary**
As an Asset Management - Investment Only Internal Client Advisor within the Defined Contribution Investment Only team, you will be responsible for the distribution of JPMC's investment products within retirement record keeping solutions. You will also be tasked with finding placement opportunities within our start-up and small to mid-market 401(k) solution in partnership with advisors that are approved to participate in those available record keeping solutions. Your role will be crucial in delivering a differentiated set of tools and insights that enable the advisors to help their clients build stronger retirement plans that lead to better outcomes for participants.
**Job Responsibilities**
+ **Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with approved advisor firms and dedicated teams within our focus and prospect lists.**
+ **Engage with advisors to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC investment only, 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.**
+ **Prepare and deliver investment analytics and client proposals in partnership with advisors from Initial thru Finals stage, and offers resource guidance on our full suite of participant education resources.**
+ **Manage multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, trade-tracking, follow-up items/activities, etc.**
+ **Engage advisors with effective engagement from point-of-sale through the duration of the sales process to close.**
+ **Partner with retail fund Internal and External Client Advisors to ensure a collaborative and integrated approach to planning and managing the territory, pipeline and promotion of referral activity.**
**Required qualifications, capabilities and skills**
+ 2+ years of financial sales experience
+ Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
+ Proven success with multi-tasking and staying on top of priorities
+ Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
+ Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
+ Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
+ Excellent written and verbal communication skills
+ Ability to effectively leverage our global resources
+ Bachelor's degree required
+ Required have or be able to obtain within the first 90 days Series 7; Series 63 (or 66)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Columbus,OH $65,000 - $65,000

Seize the opportunity to join the Asset Management Controller team as part of Global Finance and Business Management.
As an Asset Management Legal Entity Controller - Associate within the Asset Management Controller team, you will have the opportunity to ensure the accuracy, integrity, and timeliness of the firm's books and records. You will focus on general ledger, operating systems, and infrastructure controls across the entire lifecycle of the Asset Management business. This role will require you to work independently and in team environments, demonstrating initiative in building efficiencies and strengthening our internal control environment. You will also be responsible for preparing journal entries, account reconciliations, investment reporting, and leading ad hoc projects. This role offers the opportunity to work in a dynamic environment, where your strong analytical skills, decisiveness, and accountability will be highly valued.
**Job responsibilities:**
+ Prepare journal entries, account reconciliations, investment reporting, legal entity and line of business month-end close
+ Perform pre- and post-close variance analysis, process documentation, financial statement preparation, general ledger chart of accounts support
+ Lead ad hoc projects
+ Build efficiencies and strengthen the internal control environment of our team
+ Provide thorough documentation of work performed that will successfully withstand an audit by external or internal examiners
+ Work outside normal business hours on a periodic basis
+ Coordinate multiple responsibilities within tight reporting deadlines
**Required qualifications, capabilities and skills**
+ Bachelor degree in Accounting
+ Minimum of three years of experience required
+ Strong analytical skills, takes initiative, decisive, and accountable
+ Ability to independently analyze, report, and explain financial data
+ Proficiency with Microsoft Office applications required
+ Ability to work independently and in a team environment
+ Business acumen associated with the financial services industry
**Preferred qualifications, capabilities and skills**
+ Public accounting experience/CPA/MBA a plus
+ Strong organizational and problem-solving skills
+ Excellent verbal and written communication skills
+ Able to multi-task in a constantly changing environment
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Seize the opportunity to join the Asset Management Controller team as part of Global Finance and Business Management.

As an Asset Management Legal Entity Controller - Associate within the Asset Management Controller team, you will have the opportunity to ensure the accuracy, integrity, and timeliness of the firm's books and records. You will focus on general ledger, operating systems, and infrastructure controls across the entire lifecycle of the Asset Management business. This role will require you to work independently and in team environments, demonstrating initiative in building efficiencies and strengthening our internal control environment. You will also be responsible for preparing journal entries, account reconciliations, investment reporting, and leading ad hoc projects. This role offers the opportunity to work in a dynamic environment, where your strong analytical skills, decisiveness, and accountability will be highly valued.

Job responsibilities:

• Prepare journal entries, account reconciliations, investment reporting, legal entity and line of business month-end close
• Perform pre- and post-close variance analysis, process documentation, financial statement preparation, general ledger chart of accounts support
• Lead ad hoc projects
• Build efficiencies and strengthen the internal control environment of our team
• Provide thorough documentation of work performed that will successfully withstand an audit by external or internal examiners
• Work outside normal business hours on a periodic basis
• Coordinate multiple responsibilities within tight reporting deadlines

Required qualifications, capabilities and skills

• Bachelor degree in Accounting
• Minimum of three years of experience required
• Strong analytical skills, takes initiative, decisive, and accountable
• Ability to independently analyze, report, and explain financial data
• Proficiency with Microsoft Office applications required
• Ability to work independently and in a team environment
• Business acumen associated with the financial services industry

Preferred qualifications, capabilities and skills

• Public accounting experience/CPA/MBA a plus
• Strong organizational and problem-solving skills
• Excellent verbal and written communication skills
• Able to multi-task in a constantly changing environment

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.

Job Summary

As an Asset Management - Investment Only Internal Client Advisor within the Defined Contribution Investment Only team, you will be responsible for the distribution of JPMC's investment products within retirement record keeping solutions. You will also be tasked with finding placement opportunities within our start-up and small to mid-market 401(k) solution in partnership with advisors that are approved to participate in those available record keeping solutions. Your role will be crucial in delivering a differentiated set of tools and insights that enable the advisors to help their clients build stronger retirement plans that lead to better outcomes for participants.

Job Responsibilities

• Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with approved advisor firms and dedicated teams within our focus and prospect lists.
• Engage with advisors to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC investment only, 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
• Prepare and deliver investment analytics and client proposals in partnership with advisors from Initial thru Finals stage, and offers resource guidance on our full suite of participant education resources.
• Manage multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, trade-tracking, follow-up items/activities, etc.
• Engage advisors with effective engagement from point-of-sale through the duration of the sales process to close.
• Partner with retail fund Internal and External Client Advisors to ensure a collaborative and integrated approach to planning and managing the territory, pipeline and promotion of referral activity.

Required qualifications, capabilities and skills

• 2+ years of financial sales experience
• Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
• Proven success with multi-tasking and staying on top of priorities
• Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
• Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
• Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
• Excellent written and verbal communication skills
• Ability to effectively leverage our global resources
• Bachelor's degree required
• Required have or be able to obtain within the first 90 days Series 7; Series 63 (or 66)

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Columbus,OH $65,000 - $65,000

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.
**Skills and attributes for success**
+ Solid technical knowledge in the asset management tax area
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager ' and consult when necessary
+ Managing multiple work assignments and deadlines
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve one of these certifications
+ A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
**Ideally, you'll also have**
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in the asset management tax area
+ A thorough understanding of building client relationships
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,500 to $34,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 97,800 to 153,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .