3,892 Portfolio Management jobs in the United States

Join a dynamic team dedicated to portfolio health and impactful change in Wealth Management. Apply today to make a difference with us!

Job Summary
As a Portfolio Management Manager in the Portfolio Management team, you collaborate with key stakeholders to expertly manage and optimize the portfolio. You focus on research, identification, and resolution of portfolio exceptions while maintaining portfolio health. You drive consistency and maintain effective controls through partnership and teamwork.

Job Responsibilities:

• Lead a team of 4 analysts with scope to increase
• Identify skill gaps and help grow the team as needed
• Provide oversight of several key functions
  • Review portfolio exceptions of JPMorgan Wealth Management SBL clients
  • Resolve margin calls with JPMorgan Wealth Management Advisors
  • Work with the estates team to manage pipeline and ensure timely resolution
• Work with JPMorgan Wealth Management Lending Solutions and JPMorgan Wealth Management Credit Risk for escalated exceptions
• Partner with SBL origination, Annual Review, and JPMorgan Wealth Management advisors for escalations and any items that may require their action
• Identify operational gaps and ensure resolution

Required qualifications, capabilities, and skills :

• Proven ability to lead and mentor with the ability to foster collaboration and growth
• General understanding of credit products/commercial lending concepts
• Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
• Strong analytical and problem-solving skills
• Excellent communication, presentation, and personal skills
• Ability to think critically and multi-task
• Perform tasks with limited supervision

Preferred qualifications, capabilities, and skills :

• Proven ability to present to senior leadership
• Preferred Bachelor's degree in a business-related field
• Candidates should have a minimum of 3 years of private banking/asset management and credit/lending experience
• General understanding of financial markets and securities industry

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

Description

The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios.

Job Responsibilities :

• Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection
• Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
• Review and trade portfolios, manage orders and execute trades across managed account business including the following:
• Monitoring client activity such as: new account initial investing and phase in's, monitoring cash and security activity, and liquidating accounts
• Drive innovative solutions to increase efficiency of the team as well as broader group
• Partner on strategic initiatives across the broader team
• Collaborate with cross-functional teams to deliver projects successfully, including planning, execution, and reporting updates to senior stakeholders
• Timely implementation of strategic and tactical shifts when announced by Portfolio Construction
• Relationship management with internal clients (client facing teams) and work with various internal partners to complete business initiatives

Required Qualifications, Skills and Capabilities:

• Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred, but not required
• 1 to 5 years' of work experience in financial services industry with Private Wealth Management experience preferred
• Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
• Demonstrated track record of building relationships with internal and external partners
• Demonstrated passion and understanding of investment solutions
• Prior experience operating within a risk framework

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

Our client, a prestigious wealth management firm, is seeking an accomplished Director of Portfolio Management to lead their investment strategies and oversee client portfolios. This role is crucial for guiding asset allocation, investment research, and ensuring alignment with client objectives and market conditions. The ideal candidate will possess a deep understanding of financial markets, diverse asset classes, and sophisticated investment management techniques. Responsibilities include developing and implementing comprehensive portfolio management strategies for high-net-worth individuals and institutional clients. You will lead a team of portfolio managers and analysts, providing mentorship, performance evaluation, and strategic direction. Conducting in-depth market research, economic analysis, and investment due diligence across equities, fixed income, alternatives, and other asset classes will be a primary focus. You will be responsible for constructing and rebalancing client portfolios, managing risk exposures, and optimizing returns within established guidelines. Client interaction and relationship management will be a key component, requiring you to present investment strategies, performance reviews, and market outlooks to clients. Collaboration with financial advisors to understand client needs and tailor investment solutions is essential. You will also contribute to the development of new investment products and services. Monitoring regulatory changes and ensuring compliance with all relevant financial regulations is paramount. We are looking for a candidate with a Bachelor's degree in Finance, Economics, or a related field, and a CFA designation is strongly preferred. A minimum of 8-10 years of progressive experience in portfolio management, investment research, or a related financial advisory role is required. Exceptional analytical, quantitative, and problem-solving skills are a must, along with strong leadership and communication abilities. Experience with portfolio management software and trading platforms is essential. This is a fully remote position, offering the flexibility to work from anywhere in the US while shaping investment outcomes for our esteemed clientele in Milwaukee, Wisconsin, US . Join us to lead investment excellence and drive client success in the dynamic world of wealth management.

**Description**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
The Portfolio Manager role will be supporting the Enterprise Cloud portfolio reporting to the Director - Portfolio Management, and work with senior Technology leaders to manage the Operating Expense plan with a strategic focus on expense optimization. The successful candidate will have deep Opex analytics and financial management experience, relentless attention to detail, executive presentation experience, and the ability to build and leverage positive relationships with the team and partners.
Our ideal candidate is highly organized with effective communication/storytelling skills and a bias towards action. You show up with passion, are not afraid to challenge the status quo or thrive in a fast-paced environment.
**Key Responsibilities Include:**
+ Partner with the Portfolio Director, team and partners to help define, plan, and build the technology Opex portfolio for Enterprise Cloud.
+ Manage day-to-day Portfolio activities such as resourcing, financial modelling and data trending, risk and opportunity identification.
+ Take ownership in managing and ensuring successful financial and operational outcomes across the portfolio - gathering status updates and escalating delivery risks when needed.
+ Build strong partnerships with technology, finance, and business stakeholders to maintain and deliver against technology roadmaps.
+ Develop recommendations by connecting the dots between seemingly disparate conversations, workstreams, and data, and synthesizing feedback.
+ Enable Executive leadership decision making through development and presentation of metrics and insights covering areas of operations, delivery, finance and business.
+ Collaborate effectively and build key relationships with stakeholder teams to identify and manage milestones and overall plan.
+ Promote awareness and transparency by keeping stakeholders informed of key decisions and relevant timelines.
+ Support development of change management initiatives, implementation strategy, and enabling tools/processes.
**Minimum Qualifications**
+ Bachelor's Degree
+ Data Analytics and Financial modeling
+ 5 years of Portfolio or Program Management experience, in a large technology organization.
+ Ability to execute and maintain high performance under tight timelines.
+ Must be a team player and able to work collaboratively with and through others.
**Preferred Qualifications**
+ Superb written and verbal communication; advanced or expert Excel, PowerPoint and visual presentation skills.
+ Problem solving and root cause identification skills.
+ Cloud Technology knowledge.
+ Literacy in financial modeling/analysis; should be able to connect strategy to financial results.
+ Excellent at building relationships and inspiring others.
+ Ability to influence others and move toward a common vision or goal.
+ Flexible and adaptable; able to work in ambiguous situations.
+ Organized with a natural inclination for planning strategy and tactics.
**Qualifications**
Salary Range: $110,000.00 to $190,000.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Technology
**Primary Location:** US-Arizona-Phoenix
**Schedule** Full-time
**Req ID:**

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

As a JPMorgan Wealth Management Analyst you will be joining the Portfolio Management team that is dedicated to portfolio health across Securities Based Lending (SBL) and Custom lending in Wealth Management Operations. The fast paced environment of this team is focused on research, identification, and resolution of portfolio exceptions while maintaining the health of the portfolio. Partnership with key stakeholders is necessary to drive consistency and maintain effective controls.
This position is focused specifically with JPMWM SBL. This role will work closely with key stakeholders within JPMWM to effectively manage the portfolio.
**Job Responsibilities:**
+ Manage portfolio exceptions of JPMWM SBL clients
+ Lead weekly portfolio management calls with Lending Solutions and JPMWM Credit Risk
+ Review and assist with resolution of margin calls with JPMWM Advisors
+ Work with the estates team to manage pipeline and ensure timely resolution
+ Partner with SBL origination, Annual Review, and JPMWM advisors for escalations and any items that may require their action
+ Identification of operational gaps and ensure resolution
**Required qualifications, capabilities, and skills** :
+ General understanding of credit products/commercial lending concepts
+ Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
+ Strong analytical and problem-solving skills
+ Excellent communication, presentation, and personal skills
+ Ability to think critically and multi-task
+ Perform tasks with limited supervision
**Preferred qualifications, capabilities, and skills** :
+ Preferred Bachelor's degree in a business-related field
+ Candidates should have 3-5 years of private banking/asset management and credit/lending experience
+ General understanding of financial markets and securities industry
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

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

As a JPMorgan Wealth Management Analyst you will be joining the Portfolio Management team that is dedicated to portfolio health across Securities Based Lending (SBL) and Custom lending in Wealth Management Operations. The fast paced environment of this team is focused on research, identification, and resolution of portfolio exceptions while maintaining the health of the portfolio. Partnership with key stakeholders is necessary to drive consistency and maintain effective controls.

This position is focused specifically with JPMWM SBL. This role will work closely with key stakeholders within JPMWM to effectively manage the portfolio.

Job Responsibilities:

• Manage portfolio exceptions of JPMWM SBL clients
• Lead weekly portfolio management calls with Lending Solutions and JPMWM Credit Risk
• Review and assist with resolution of margin calls with JPMWM Advisors
• Work with the estates team to manage pipeline and ensure timely resolution
• Partner with SBL origination, Annual Review, and JPMWM advisors for escalations and any items that may require their action
• Identification of operational gaps and ensure resolution

Required qualifications, capabilities, and skills :

• General understanding of credit products/commercial lending concepts
• Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
• Strong analytical and problem-solving skills
• Excellent communication, presentation, and personal skills
• Ability to think critically and multi-task
• Perform tasks with limited supervision

Preferred qualifications, capabilities, and skills :

• Preferred Bachelor's degree in a business-related field
• Candidates should have 3-5 years of private banking/asset management and credit/lending experience
• General understanding of financial markets and securities industry

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