16 Professional Services jobs in Lutz

If you are client-focused, enjoy building relationships, and providing financial advice to your clients, a role as a Business Solutions Banker-Government is for you.

As a Business Solutions Banker-Government (BSB-G) in Business Banking, you'll be helping to improve the well-being of our government clients by providing exceptional client experience and education. You will manage an assigned portfolio of government clients and work to build relationships, with a focus on client experience and risk management.

Job Responsibilities

• Deliver an outstanding experience to Business Banking government clients through providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses, upon request
• Maintain a portfolio of 315-385 clients and be the expert for government clients by cultivating relationships to ensure a seamless client experience and have working knowledge to support requirements
• Manage the client experience end-to-end and address inquiries received via email or phone call from government clients to assist with their banking needs
• Engage with clients remotely through Zoom, phone, and screen share tools to educate, guide, and assist clients with Chase online systems
• Use knowledge of banking, risk management, and industry trends to serve government clients while working within risk parameters that protect the bank and maintain compliance with all government legislature
• Understand and recommend ways to keep government clients' funds and accounts protected, including advising on Chase Cash Management Credit and Cash Management products to resolve problems
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements
• Own the survey results for all assigned clients and escalate issues that require additional assistance or resolution

Required qualifications, capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management or portfolio management role, or related business experience
• Strong written communication and verbal communication (including over phone / Zoom calls) skills with internal and external individuals at all levels
• Expert ability to assess current client needs and goals, and identify opportunities and issues through targeted questions in order to recommend appropriate solutions
• Demonstrated ability to follow through with commitments, own problems on the clients' behalf, and balance client needs with associated risks and interests of the firm
• Ability to take initiative and develop rapport to build and maintain client relationships virtually
• General knowledge of core business products and services including deposit, lending and cash management
• Ability to determine priorities and maintain a balanced work approach to achieve business objectives

Preferred qualifications, capabilities, and skills

• Bachelor's degree in Finance or related field, or equivalent work experience preferred
• Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE ( Our Community of Food People!
Engage with 3rd party Contract & Design company and US Foods markets and sellers to profitably grow equipment and supply category through identification of new business opportunities. Develop and enhance processes to ensure effective service levels, communications between USF and 3rd party Design vendors. Connect, negotiate agreements and be the conduit of communications between parties.
**Flexible Work Policy: The work for the Manager Contract and Design position is completely remote anywhere in the United States except Hawaii or United States Territories.**
**RESPONSIBILITIES**
+ Identify, initiate, and develop new or incremental business through partnership between USF markets and Contract & Design vendors.
+ Research and develop lists of potential customers.Make targeted sales calls and identify opportunities for category growth.
+ Develop relationships and generate leads along with sales staff.
+ Conduct periodic Vendor Business Reviews to identify customer needs as well as category gaps.
+ Work with USF leadership and Contract & Design group to drive sales, marketing initiatives, and support
+ Build and maintain close working relationships with USF market leadership, Field Sales, and Equipment & Supply Category Specialists to build awareness of, and focus on, the contract and design program.
+ Serve as Subject Matter Expert for process and system improvements
+ Participate in enterprise-wide projects including system changes, process development and customer impact initiatives
+ Set and meet quality & productivity expectations with Field Sales Team to align with overall company goals
+ Other duties as assigned by Manager
SUPERVISION: This individual will work cross functionally with other team members.
**QUALIFICATIONS**
**Education/Training:**
- Bachelor's degree in Business Administration or related field experience required. Contract & Design or related field experience required.
- 3 - 5 years' experience in Contract & Design and Project Coordinator/Management
- Proficiency in Outlook, PowerPoint, Excel, Word, Access; experience using AS400 and the ability to effectively use Internet/Intranet software applications
**Related Experience/Requirements:**
- Ideal candidate has experience that includes collaboration in a functional matrixed environment and virtual leadership across multiple sites.
- Overnight travel may be required to participate in training, meetings, or other company events.
**Knowledge/Skills/Abilities:**
- Proactive, problem-solver, effective communicator with multiple organizational levels.
- Excellent interpersonal and communication skills including presentation ability. Strong customer orientation. High energy, creativity, leadership, and motivational skills.
- Must have a valid driver's license.
**Physical Requirements:**
Controlled office environment.
Limited physical activity, sitting/ standing/ walking/ carrying less than 20 lbs.
This role will also receive annual incentive plan bonus.
Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance. To review available benefits, please click here: depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law (for example: state minimum wage thresholds). The expected base rate for this role is between
$75,000 - $20,000
***EOE - Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/** **Age/Genetic Information** **/Protected Veteran/Disability Status***
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Androide ( Foods is one of America's great food companies and a leading foodservice distributor, partnering with approximately 300,000 restaurants and foodservice operators to help their businesses succeed. With 28,000 employees and more than 70 locations, US Foods provides its customers with a broad and innovative food offering and a comprehensive suite of e-commerce, technology and business solutions. US Foods is headquartered in Rosemont, Ill., and generates more than $28 billion n annual revenue. Visit to learn more.
US Foods may collect personal information from you in connection with the application process. US Foods complies with the California Privacy Rights Act of 2020, and its policy may be found here ( **.**
US Foods, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other basis prohibited by applicable law.
EEO is the Law poster is available here ( .
EEO is the Law poster supplement is available here ( .
Pay Transparency policy statement is available here ( .
US Foods is committed to working with and providing reasonable accommodation to individuals with disabilities. If reasonable accommodation is needed to participate in the interview process or to perform essential job functions, please contact our US Foods Application Accommodation Line at . You will be prompted to leave a message. Please state the specifics of the assistance needed and your contact information. A member of our HR department will return your call within two business days.

Business Solutions Advisor - West Brandon Financial Center - Bilingual Spanish Preferred
Brandon, Florida
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
**Responsibilities:**
+ Recommends financial advice and guidance that align with client financial goals and needs
+ Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
+ Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
+ Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
+ Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
+ Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
**Required Qualifications** :
+ Has demonstrated experience and proven success with business-to-business sales, or small business banking.
+ Has strong communication skills with the ability to effectively influence clients.
+ Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
+ Has a proven sales track record.
+ Is able to build productive partnerships and working relationships.
+ Is experienced with outbound phone sales.
**Desired Qualifications:**
+ Experience with financial information, spreadsheets and financial skills.
+ Experience with in-person customer service and sales.
+ Experience working with small business clients.
+ Experience meeting or exceeding goals.
+ A working knowledge of small business products and services.
+ Bilingual skills.
**Skills:**
+ Client Management
+ Client Solutions Advisory
+ Customer and Client Focus
+ Referral Identification
+ Risk Management
+ Client Experience Branding
+ Credit Documentation Requirements
+ Credit and Risk Assessment
+ Pipeline Management
+ Referral Management
+ Attention to Detail
+ Collaboration
+ Issue Management
+ Prospecting
+ Relationship Building
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Join our dynamic team to revolutionize how technology intersects with business. Your analytical skills and tech-savviness will be pivotal in creating impactful solutions.
As a Solutions Analyst III in Payment Investigations, you will aid in bridging the gap between product owners, business, operations, and software developers by leveraging your technical fluency and strong analytical reasoning skills to stand up a new, cloud native application. Your responsibilities will include eliciting and documenting business and data flow requirements, translating them into well-structured and technically feasible solutions. Your adaptability and ability to lead through change will enable you to navigate complex situations and manage dependencies effectively. With a strong foundation in data analytics and technical solutions, you will contribute to the development of innovative architecture designs and data-driven insights that guide business decisions. Your excellent communication skills, both verbal and written, will ensure clear and concise information exchange with diverse stakeholder audiences, fostering collaboration and alignment across departments.
**Job responsibilities**
+ Elicit and document comprehensive business and data flow requirements by engaging with product owners, business stakeholders, and technical teams to ensure alignment and feasibility
+ Translate complex business requirements into well-structured technical solutions, leveraging data analytics and technical knowledge to optimize system performance and scalability
+ Conduct in-depth data analysis and interpretation to identify trends, gaps, and opportunities, providing actionable insights that support decision-making and key business initiatives
+ Collaborate with cross-functional teams to develop and maintain architecture designs, policies, standards, and governance processes that align technology with business strategy
+ Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of best practices and innovative solutions to address evolving business needs
**Required qualifications, capabilities, and skills**
+ 3+ years of experience or equivalent expertise in solutions analysis, technical program delivery, or a related field
+ Demonstrated proficiency in data analytics, including experience with data extraction, modeling, and interpretation to support strategic decision-making
+ Advanced data visualization capabilities, with hands-on experience in implementing and managing BI dashboards
+ Strong technical writing skills, with a proven track record of translating complex information into clear and concise documentation for diverse stakeholder audiences
+ Advanced knowledge of data fluency, including experience in handling large, diverse data sets and generating insights to drive business objectives
**Preferred qualifications, capabilities, and skills**
+ Knowledge of payments processing
+ Experience with payment investigations
+ Understanding of cloud technologies
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

Join our dynamic team to revolutionize how technology intersects with business. Your analytical skills and tech-savviness will be pivotal in creating impactful solutions.

As a Solutions Analyst III in Payment Investigations, you will aid in bridging the gap between product owners, business, operations, and software developers by leveraging your technical fluency and strong analytical reasoning skills to stand up a new, cloud native application. Your responsibilities will include eliciting and documenting business and data flow requirements, translating them into well-structured and technically feasible solutions. Your adaptability and ability to lead through change will enable you to navigate complex situations and manage dependencies effectively. With a strong foundation in data analytics and technical solutions, you will contribute to the development of innovative architecture designs and data-driven insights that guide business decisions. Your excellent communication skills, both verbal and written, will ensure clear and concise information exchange with diverse stakeholder audiences, fostering collaboration and alignment across departments.

Job responsibilities

• Elicit and document comprehensive business and data flow requirements by engaging with product owners, business stakeholders, and technical teams to ensure alignment and feasibility
• Translate complex business requirements into well-structured technical solutions, leveraging data analytics and technical knowledge to optimize system performance and scalability
• Conduct in-depth data analysis and interpretation to identify trends, gaps, and opportunities, providing actionable insights that support decision-making and key business initiatives
• Collaborate with cross-functional teams to develop and maintain architecture designs, policies, standards, and governance processes that align technology with business strategy
• Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of best practices and innovative solutions to address evolving business needs

Required qualifications, capabilities, and skills

• 3+ years of experience or equivalent expertise in solutions analysis, technical program delivery, or a related field
• Demonstrated proficiency in data analytics, including experience with data extraction, modeling, and interpretation to support strategic decision-making
• Advanced data visualization capabilities, with hands-on experience in implementing and managing BI dashboards
• Strong technical writing skills, with a proven track record of translating complex information into clear and concise documentation for diverse stakeholder audiences
• Advanced knowledge of data fluency, including experience in handling large, diverse data sets and generating insights to drive business objectives

Preferred qualifications, capabilities, and skills

• Knowledge of payments processing
• Experience with payment investigations
• Understanding of cloud technologies

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

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP®) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

• Certified Financial Planning (CFP®) certification is preferred
• Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

Join the world's leading professional services firm assisting employers in operating payrolls for their workforce. As a Senior Analyst, you will join a dynamic team delivering our US Managed Payroll Tax Services offering.
Recruiting for this role ends on May 31st, 2026
Work you will do
You will be responsible for delivering payroll tax services for clients. You will need to deliver the following activities to the highest standards of client service with impeccable levels of accuracy:
Payroll Tax Configuration & System Maintenance
+ Configure payroll wage codes to accurately apply employer and employee taxes and social security contributions.
+ Ensure proper setup and ongoing maintenance of local withholding codes for employers and employees within the Deloitte payroll tax system.
+ Register employers for payroll taxes across relevant jurisdictions.
+ Apply for identification numbers (e.g., FEIN, SUI) when expanding into new states or regions.
+ Maintain good working knowledge of Tax State/SUI agency portals.
Compliance, Filings & Documentation
+ Prepare and file payroll tax returns in accordance with federal, state, and local requirements.
+ Prepare Forms W-2, Forms 1099, and state equivalents.
+ Coordinate year-end activities to ensure all annual tax filings, including W-2s, are accurate and timely.
+ Perform regular internal audits and compliance checks to identify and resolve issues, minimize filing delays, and monitor penalties or tax notices.
+ Perform quarterly reconciliation and data analysis, reconciling federal and state withholding and unemployment taxes at regular intervals (monthly, quarterly, annually).
+ Reconcile payroll taxes at the employee level to ensure precision.
+ Execute tax adjustments and amendments as needed.
Advisory & Partnership Responsibilities
+ Liaise with federal and state agencies regarding payroll tax matters.
+ Prepare Powers of Attorney to support client representation with tax authorities.
+ Communicate directly with internal and external clients regarding tax inquiries.
+ Research complex payroll tax issues and provide clear guidance.
+ Ensure that all tax-related system updates are reviewed, understood, and properly implemented.
+ Work in close partnership with clients to guarantee accurate and timely processing of payroll tax liabilities.
Process Improvement & Strategic Initiatives
+ Evaluate and enhance payroll tax processes for greater efficiency and accuracy.
+ Identify opportunities for automation and lead implementation efforts to streamline payroll tax operations.
+ Proactively identify and resolve issues, driving positive change and continuous improvement in payroll tax services.
+ Help establish and maintain required operating protocols for the payroll service offering.
The Team
The Deloitte Business Process Solutions (BPS) Tax team delivers comprehensive payroll tax administration and compliance services for clients, leveraging deep technical expertise, advanced technology, and a collaborative service approach. Our team serves organizations of all sizes, across diverse industries, providing end-to-end support - from tax registrations and wage code configuration to reporting, reconciliation, and process improvement. We solve critical challenges in compliance, data accuracy, and efficiency by combining best practices, automation, and experienced insight. BPS is committed to delivering timely, accurate, and scalable solutions while anticipating regulatory changes and client needs.
Qualifications
Required:
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
+ 3+ years of experience in payroll tax processing, preferably in a multi-state US environment
+ Bachelor's degree in economics, human resources, international business, finance, accounting, or other liberal arts majors
+ One of the following active accreditations obtained, in process, or willing and able to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Certified Payroll Professional (CPP)
+ Enrolled Agent
+ Juris Doctor (JD)
+ Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred:
+ Proficiency with payroll software (e.g., ADP, Workday, Paycom) and Microsoft Excel.
+ An aptitude for working as part of dynamic team with diverse members
+ Ability to prioritize tasks, work and manage multiple assignments in a team environment
+ Strong analytical, consultative, quantitative, and project management skills
+ Executive presence, and excellent communication (verbal & written) and presentation skills with an aptitude for working as part of a global team
+ Excellent analytical and problem-solving skills with high attention to detail
+ Ability to handle confidential information with discretion
+ Attention to detail, self-starter and deadline oriented
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $69,930 - $159,120.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Inovalon was founded in 1998 on the belief that technology, and data specifically, would empower the transformation of the entire healthcare ecosystem for the better, improving both outcomes and economics. At Inovalon, we believe that when our customers are successful in their missions, healthcare improves. Therefore, we focus on empowering them with data-driven solutions. And the momentum is building.

Together, as ONE Inovalon, we are a united force delivering solutions that address healthcare's greatest needs. Through our mission-based culture of inclusion and innovation, our organization brings value not just to our customers, but to the millions of patients and members they serve.

The Senior People Solutions Business Partner leads HR operations within the People Solutions and Services Center (PSSC). This role manages the employee lifecycle, including onboarding, offboarding, HR transactions, employee relations, leave management, ADA accommodations, compliance, and HRIS administration. With expertise in HR operations, policy application, and cross-functional collaboration, this position ensures operational efficiency, regulatory compliance, and positive employee experience. The role serves as a key liaison between HR, business leaders, and partners across Legal, Payroll, IT, Finance, and external vendors. Responsibilities include service quality, process improvement, and providing guidance on complex HR matters to leaders, associates, and HR COEs.

Duties and Responsibilities:

• Serve as a subject matter expert for a wide range of HR shared services requiring both broad and deep knowledge and experience in HR Operations, Employee Relations, Associate Life Cycle, and HR Compliance
• Manage the processing of business and time-critical HR-related transactions in various HRIS, ATS and technology platforms while maintaining high work standards and attention to detail to ensure all HR operations transactions are processed and documented according to applicable legislative requirements, Company policy, internal quality and performance standards
• Responsible for continuously reviewing and updating knowledge-base content and documentation to ensure the accuracy and relevancy of all information published and available to associates in the Knowledge Center
• Responsible for conducting Oracle audit reviews to ensure all transactions and processes are accurately captured in the system. Identify opportunities for continuous operational performance improvement/risk management.
• Manage and oversee all moderate to complex corrective actions, performance improvement plans (PIPs), and termination requests submitted by HR Business Partners and management. Responsibilities include drafting and reviewing performance management documentation, ensuring adherence to the correct progressive discipline workflow, and tracking action levels, required approvals, and signatures to maintain accuracy and compliance.
• Manage end-to-end HR administration-including onboarding/offboarding, background checks, system access, and HRIS data entry-ensuring compliance, accuracy, and a seamless experience for employees, contractors, and interns.
• Manage all employee leave processes, including FMLA, Paid Family Leave (PFL), Military Leave, and Unpaid Leave of Absence (LOA), ensuring timely communication, documentation, and support throughout the leave lifecycle
• Manage moderate to complex ADA requests, ensuring compliance with applicable laws and internal policies, while guiding associates and leaders through the interactive process and partnering with the HRBP team when cases escalate into employee relations concerns.
• Manages I-9 verification completion for all new hires, including addressing cases where requirements are not met, overseeing recertification processes in Equifax, conducting audits, and ensuring compliance with federal requirements and timely documentation.
• Partner with HR Compliance Manager to manage all new hire and annual compliance training, background check audits and any other audits as required
• Responsible for monthly reporting of all foreign nationals to ensure compliance with visa requirements
• Handles all ad hoc HR projects including but not limited to promotion cycle support, review of control procedures, employee referral, introductory period evaluation process and performance management process
• Creates, maintains, and audits personnel files, ensuring accurate documentation, secured storage and compliance with organizational and legal requirements
• Responsible for all preparatory and administrative tasks related to reduction in force, ensuring accuracy, compliance and timely execution of documentation
• Manages the administration of the HR ticketing system (ServiceNow), ensuring timely triage, resolution, and documentation of associate inquiries and requests in alignment with service level agreements (SLAs)
• Build and foster strong relationships with key stakeholders
• Drive ongoing enhancement of HR programs and policies to align with PSSC goals. Facilitate coordination between the PSSC and the HR team to effectively support both routine and ad-hoc programs and events, including the annual benefits open enrollment, performance evaluation processes, training and development initiatives, and employee engagement activities.
• Define and monitor processes for monthly, standard, custom, and ad-hoc reports to support PSSC program needs and management objectives
• Consistently adhere to all confidentiality and HIPAA requirements in Inovalon's Operating Policies and Procedures, specifically regarding data handled or work undertaken in this position. Maintain the highest standards of privacy and confidentiality of all Company, associate, and third-party/agency information.

Job Requirements:

• Minimum of 8 to10 years in Human Resources discipline, or HR operations or a combined experience in HR and people management experience equal to a minimum of the 8 to 10-year
• Minimum of 5 years' experience handling moderate to complex employee relations issues.
• Minimum of 1 to 2 years of specialized leave/ADA and compliance experience.
• Minimum of 1 years' experience working in an HR Service Delivery System (ticketing system like ServiceNow);
• Proficiency in HRIS platforms and tools (Oracle HCM preferred);
• Ability to work independently.
• Intermediate or higher skills in Microsoft Suite;
• Excellent interpersonal, oral, and written communication skills;
• Highly organized, detail-orientated, and results-driven
• Independent decision making, sound judgment, strong problem-solving, critical thinking and analytical skills;
• Willingness to do hands-on work
• Knowledge of professional best practices, current regulations, and industry trends as they apply to HR-related functions.

Education:

• Bachelor's degree in relevant field required
• SHRM or comparable certification is preferred.

Physical Demands and Work Environment:

• Sedentary work (i.e., sitting for long periods);
• Exerting up to 10 pounds of force occasionally and a negligible amount of force;
• Subject to indoor and outdoor environmental conditions; and
• Travel (up to 10%) may be required, typically for training or other business needs.

Inovalon Offers a Competitive Salary and Benefits Package

In addition to the base compensation, this position may be eligible for performance-based incentives.

The actual base pay offered may vary depending on multiple factors including, but not limited to, job-related knowledge/skills, experience, business needs, geographical location, and internal equity. At Inovalon, it is not typical for an individual to be hired at or near the top end of the range for their role, and compensation decisions are dependent upon the facts and circumstances of each position and candidate.

Inovalon invests in associates to help them stay healthy, save for long-term financial goals, and manage the demands of work and personal commitments. That's why Inovalon offers a valuablebenefits packagewith a wide range of choices to meet associate needs, which may include health insurance, life insurance, company-paid disability, 401k, 18+ days of paid time off, and more.

Base Compensation Range $95,800—$115,000 USD

If you don't meet every qualification listed but are excited about our mission and the work described, we encourage you to apply. Inovalon is most interested in finding the best candidate for the job, and you may be just the right person for this or other roles.

By embracing inclusion, we enhance our work environment and drive business success. Inovalon strives to provide equal opportunities to the communities where we operate and to our clients and everyone whom we serve. We endeavor to create a culture of inclusion in which our associates feel empowered to bring their full, authentic selves to work and pursue their professional goals in an equitable setting. We understand that by fostering this type of culture, and welcoming different perspectives, we generate innovation and growth.

Inovalon is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirement.

To review the legal requirements, including all labor law posters, please visit this link

To review the California Consumer Privacy Statement: Disclosures for California Residents, please visit thislink