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MetLife jobs in Washington, DC

- 100 Jobs
  • MIM - Analyst - Equity Portfolio Mgmt

    Metlife 4.4company rating

    Metlife Job In Washington, DC

    Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world, with nearly $600.8 billion in combined managed assets, and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 dedicated professionals with extensive experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including real estate. Visit us at [1] *************************** to learn more. MIM's Global Real Estate and Agricultural Investments maintains a portfolio invested in commercial real estate and agricultural mortgages, as well as real estate equities. In addition to sourcing and managing these investments, the groups are responsible for developing and maintaining relationships with key industry contacts and referral sources. The mortgage portfolio and equity portfolio units are organized according to specialty, and they actively manage MetLife's portfolio of mortgage loans and equity investments in agricultural, office, apartment, retail, industrial, and hotel properties. The portfolio units are responsible for overall portfolio strategy, pricing, transaction approval and credit approval on new loans, as well as the active management of the overall mortgage and equity portfolios. Real Estate Investments sources and manages commercial real estate investments through seven regional field offices (Atlanta, Chicago, Dallas, Los Angeles, San Francisco, Washington, DC, and Whippany, NJ) and four international offices (London, Mexico City, Tokyo and Santiago). The Analyst will support the Equity Portfolio Management team on multiple portfolios and directly serving MIM's institutional clients. The portfolios include office, industrial, multifamily, retail and hotel holdings as well as alternatives and the assets are in different markets across the United States. Key Responsibilities: * Support the MIM Real Estate Portfolio Management and Operations team in driving portfolio performance and platform growth including the execution of new ventures or addition of new investments. * Establish strong working relationships with MIM's Client Services Group, Finance Department, and the Acquisition staff and Asset Managers in the Real Estate regional office network. * Coordinate the completion of monthly / quarterly / annual internal and external client reporting packages. * Review account performance / exposure vs. benchmarks, such as NCREIF. * Provide financial analysis support at the asset and portfolio level for new and existing investments or opportunities. * Support the Equity Strategies Operations Group and Portfolio Manager in special projects related to the expansion of MIM Real Estate's Investment Management platform. * Seek to elevate the client facing reporting and portfolio analytics of the Real Estate Managed Account portfolio. * Evaluate new investments for inclusion in the various client portfolios and implementation of modeling client fee structures for net return. Essential Business Experience and Technical Skills: Required: * Ability to work within a collaborative team environment, effectively handling multiple issues, prioritizing deadlines appropriately and remaining flexible and professional. * 2+ years of relevant experience in institutional real estate, preferably in asset management and/or acquisitions. * Strong analytical skills, including advanced Excel and Argus Enterprise modeling, joint venture waterfalls and promoting structures. * High level of initiative, strong work ethic, attention to detail and willingness to work across teams. Preferred: * BA/BS in real estate or finance preferred, MBA optional. * Familiarity with real estate specific applications, such as Argus Enterprise, View The Space (VTS), DealPath, Chatham Financial and MRI/Yardi a plus. * Team first mentality At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers. References Visible links 1. http://*************************** Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace.
    $76k-101k yearly est. 60d+ ago
  • Executive Administrative Assistant

    Jpmorgan Chase 4.8company rating

    Washington, DC Job

    Become an integral part of Commerical & Investment Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Commerical & Investment Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals. **Job responsibilities** + Maintain complex and detailed calendars + Screen incoming calls and determine the level of priority, while using caution in dispensing information + Manage the coordination and logistics of both internal and external meetings + Arrange and coordinate complicated domestic and international travel + Organize all aspects of internal and external events, including catering and transportation + Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines + Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access + Produce high quality emails and messages to individuals at all levels of the organization + Maintain department documents, including current organizational charts and Executive Bio's + Handle regular activities without prompting, and advise in advance with issues or delays + Assist in editing spreadsheets and presentations, including printing and binding, for client meetings **Required qualifications, capabilities, and skills** + At least five years of administrative experience + Advanced ability to organize + Discretion and good judgment in confidential situations, and proven experience interacting with senior management + Strong interpersonal, written, and oral communication skills + Strong proficiency in Microsoft Office + Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management **Preferred qualifications, capabilities, and skills** + Experience supporting at the Managing Director level (or equivalent) or above + College degree is a plus **Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.** JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Washington,DC $36.54 - $48.56 / hour
    $36.5-48.6 hourly 27d ago
  • Public Sector Payments Client Manager - Vice President

    Jpmorgan Chase 4.8company rating

    Washington, DC Job

    Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment. As a Payments Client Manager (PCM) in the Global Payments Corporate Sales organization, you will manage a portfolio of well-established and complex client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships. Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth. **About the Sales Success Function:** Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment. **Job responsibilities:** + Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client + Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements + Prepare and deliver periodic business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues + Drive product and solutions activation to enhance client value + Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution + Drive deal execution to achieve timely realization of business outcomes + Manage pricing events and optimize pricing to maximize revenue, and oversee the setup, maintenance, and monitoring of credit facilities to optimize utilization + Manage Know Your Customer (KYC) requirements and provide clients with necessary regulatory updates + Take ownership of ensuring high standards in pipeline and account planning and be responsible for the accurate administration of client coverage + Lead and be accountable for the governance of deals and the effective implementation of requests **Required qualifications, skills and capabilities:** + 5+ years of experience in client management, sales, or a related role + Experience working with large multi-dimensional clients (multiple products/regions/etc.) + Strong understanding of payments products and payments industry dynamics + Knowledge of Public Sector Industry + Excellent communication and interpersonal skills + Ability to build and maintain strong client relationships + Analytical mindset with the ability to identify growth opportunities and optimize processes + Proficiency in CRM software and Microsoft Office Suite + This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Washington,DC $123,500.00 - $179,000.00 / year
    $123.5k-179k yearly 60d+ ago
  • Tech Risk Assurance Lead- Technical SME

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210624414 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $142,500.00-$190,000.00; Jersey City,NJ $142,500.00-$190,000.00 Opportunity to shape risk culture and ensure technological safeguards in a dynamic, collaborative environment. As a Tech Risk Assurance Lead in our Cybersecurity and Technology Controls team, you will lead expert technical risk assurance and control oversight to ensure the firm's products and lines of business achieve their objectives while effectively managing risk. Utilizing your background in technology risk management, you will work with cross-functional teams to identify, assess, and mitigate emerging risks and vulnerabilities. Your tactical and strategic decision-making will significantly impact the firm's operations, financial management, and public image. You will play a crucial role in fostering a robust risk culture and catalyzing continuous improvement, contributing to the development and implementation of comprehensive risk management policies, standards, and controls. This role is pivotal in ensuring the security and resilience of our technology infrastructure and will focus on the identification, analysis, and management of technology risks. The ideal candidate will have a strong background in cybersecurity and technology, with a keen ability to gather and review findings and telemetry data, conduct root cause analysis, and articulate risk effectively. Job responsibilities * Collect and meticulously review findings and telemetry data to ensure comprehensive risk assessment. Utilize advanced data analytics to identify patterns and anomalies that may indicate potential risks. providing a comprehensive risk assessment. * Conduct thorough root cause analysis to identify the underlying causes and themes of issues and incidents, developing actionable insights and recommendations to address these root causes and prevent recurrence. * Leverage subject matter expertise in cybersecurity controls and technology operations to identify emerging issues and articulate associated risks clearly. Communicate risk findings to stakeholders in a manner that is both informative and actionable. * Collaborate with cross-product and functional teams to analyze high-priority risks, evaluate gaps in related standards and controls, and create outputs that propel remediation plans, controls, and standards development. * Prepare detailed reports and documentation of risk assessments, findings, and recommendations. Ensure all documentation is accurate, comprehensive, and accessible to relevant stakeholders. * Develop and maintain strong business and technology relationships, becoming a trusted partner. Communicate risk and control findings with key stakeholders, develop recommendations, and provide accurate metrics and management reports * Stay abreast of the latest developments in technology and cybersecurity to continuously improve risk management processes. Implement innovative solutions to enhance the organization's risk posture. * Champion the adoption of emerging technologies and industry best practices to enhance the firm's risk management capabilities and fuel continuous improvement initiatives. Required qualifications, capabilities, and skills * 5+ years of experience or equivalent expertise in technology risk management, cybersecurity, or a related field, focusing on risk assessment and mitigation. * Strong analytical skills and experience in data analysis and root cause analysis. * Subject mater expertise in at least one of the following domains: Technology Operations, Vulnerability Management, Data Protection & Cryptography, Security Operations, Security Config, Technology Development/SDLC, Technology Resiliency or Identity and Access Management * Deep understanding of cyber risk scenarios for on-prem, SaaS and cloud-based solutions. * Excellent command of cyber and operations risk management processes, principles, and architectural requirements. * Demonstrated ability to work collaboratively with cross-functional teams. * In-depth knowledge of current cybersecurity threats, trends, and best practices. * Ability to prioritize and work under stringent timelines and lead within a cross-line of business technology organization. * Keen understanding of national and international laws, regulations, policies, and ethics related to financial industry cybersecurity. Preferred qualifications, capabilities, and skills * AI Prompt Engineering * Expertise in Agile methodologies and ability to work with common frameworks. * Relevant certifications in cybersecurity or risk management are a plus. * Experience operating in environments governed under compliance, regulatory, or risk reduction controls.
    $142.5k-190k yearly 23d ago
  • HR Assessments - Analytics Solutions Manager

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210625393 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $123,500.00-$205,000.00; Chicago,IL $114,000.00-$190,000.00; Jersey City,NJ $123,500.00-$205,000.00; Washington,DC $123,500.00-$205,000.00; Eden Prairie,MN $114,000.00-$190,000.00 We are seeking a dynamic expert in the field of assessments and psychometric analyses to join our centralized global Assessments Team as an Analytics Solutions Manager. In this role, you will empower the firm to make faster, data-driven talent decisions through valid, fair, and compliant assessments that measure job-relevant capabilities and skill proficiency. If you are passionate about leveraging the latest research and technology to revolutionize talent assessment, we invite you to join our forward-thinking team. As an Analytics Solutions Manager, you will play a pivotal role in shaping our firm's talent assessment strategy by collaborating with cross-functional partners to lead the design, development, validation, and implementation of cutting-edge assessment and selection tools. Our assessment tools are designed and calibrated to enhance user experience, improve job performance, boost retention, and drive key business metrics and recruitment efficiency. Your expertise will ensure these assessments are valid, fair and compliant with all relevant laws and regulations, and meet objectives and key results (OKRs). Job Responsibilities * Build stakeholder relationships and shape the vision and OKRs for assessment tools. * Conduct needs assessments to identify improvement areas and derive actionable insights. * Develop innovative assessment solutions based on observations and data. * Lead job analyses and create skills and competency-based frameworks. * Design, develop, validate, implement, and enhance assessment tools against OKRs. * Create data tools and dashboards to monitor metrics and track progress. * Evaluate assessment tools using statistical and psychometric methods. * Stay updated on technological and regulatory developments in the assessment field. * Identify automation opportunities to improve efficiency for users and the business. * Coordinate with partner groups to ensure resource alignment and timeline adherence. * Collaborate with legal, compliance, and analytics teams to ensure policy and regulation compliance. Required Qualifications, Capabilities, and Skills * PhD degree in Industrial Organizational Psychology, Organizational Behavior, or a closely related discipline such as Behavioral Science, Data Science, or Applied Statistics. * 6+ years of applied experience with selection assessment projects involving job analysis, criterion validation, adverse impact analyses, and ongoing statistical evaluation. * Experience with launching new assessments including integration, UAT, change management, and training. * Experience working with legal and compliance teams to evaluate assessments and knowledge of assessment-related laws/regulations, EEOC, UGESP, and OFCCP guidelines. * Experience leading large, complex projects/programs including risk management approaches. * Exceptional communication and presentation skills, with the ability to convey complex technical information in varying ways, depending on the audience and need. * Ability to lead cross-functional teams, coach and develop others to support the development of high-performing teams. Preferred Qualifications, Capabilities, and Skills * Knowledge of the project lifecycle and/or experience with project management. * Experience with agile methodology and Jira or similar tools. * Experience working with large, heavily-regulated corporate entities. * Experience with assessing for technology roles such as software engineers. * Advanced quantitative analysis skills, including multivariate statistics, regression modeling, latent variable analysis (e.g., factor analysis, SEM), and longitudinal data analysis.
    $123.5k-205k yearly 50d ago
  • Senior Home Lending Advisor - Columbia Heights Branch

    Jpmorgan Chase 4.8company rating

    Washington, DC Job

    Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. **Job responsibilities** + Coaches and mentors the branch team by providing training on products and services. + Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. + Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. + Builds role as the internal and external mortgage expert and maintains good relationships with customers. + Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. **Required qualifications, capabilities, and skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent written and oral communication skills + Knowledge of FHA, VA, FNMA, and FHLMC guidelines **Preferred qualifications, capabilities, and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* . 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 **Base Pay/Salary** Washington,DC $17.50 - 17.50 / hour
    $17.5-17.5 hourly 60d+ ago
  • Property Adjuster Specialist (Field)

    United Services Automobile Association (USAA 4.7company rating

    Washington, DC Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role in Bowie, MD. Candidates currently living in this location or willing to self-relocate are encouraged to apply. What you'll do: * Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. * Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. * Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. * Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. * Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. * Maintains accurate, thorough, and current claim file documentation throughout the claims process. * Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. * Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. * May be assigned CAT deployment travel with minimal notice during designated CATs. * Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. * Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. * Adjusts complex claims with attorney involvement. * Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. * May require travel to resolve claims, attend training, and conduct in-person inspections. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * High School Diploma or General Equivalency Diploma required. * 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. * Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. * Proficient knowledge of residential construction. * Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. * Proficient negotiation, investigation, communication, and conflict resolution skills. * Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. * Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. * Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: * US military experience through military service or a military spouse/domestic partner * 5 Years of prior field experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) * Prior experience adjusting property claims using virtual technologies * Prior property field adjuster experience handling DWG, APS and ALE adjustments * Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) * Xactimate Level 1 and/or Level 2 certification * Prior deployments in support of catastrophes * Currently hold an active Adjuster License * Currently reside within or have the ability to self-relocate to Bowie, MD Physical Demand Requirements: * May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. * May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. * May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. * May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, or status as a protected veteran.
    $69.9k-133.6k yearly 57d ago
  • Relationship Banker - Ward 7/8 - Washington, DC

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210639782 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $25.00-$32.69 You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities * Delivers an exceptional customer experience by acting with a customer-first attitude * Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations * Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships * Influences, educates, and connects customers to technology * Possesses initiative and knowledge to provide financial options for customers using a consultative approach * Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together * Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills * 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results * High school degree, GED, or foreign equivalent * Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire * Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training * Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs * Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills * College degree or military equivalent * Professional, thorough, and organized with strong follow-up skills * Exude confidence with clients when sharing product knowledge and solutions * Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $25k-34k yearly est. 23d ago
  • Associate Banker SAFE Act - C13 - WASHINGTON

    Citigroup Inc. 4.6company rating

    Washington, DC Job

    The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: * Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments * Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events * Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. * Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports * Assist the Banker in deepening the existing client relationship through deep-dive analysis * Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker * Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. * Provide complete service support to client, including solving complex client inquiries * Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 6-10 years of experience * Knowledge of investments is required; banking and credit products desirable * Ability to manage relationships both internal and external; Ability to multi-task Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker Support * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Washington District Of Columbia United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $135,200.00 - $202,800.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jun 13, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $135.2k-202.8k yearly 41d ago
  • Commercial Banker- Emmerging Middle Market Banking- Vice President

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210627220 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $128,250.00-$225,000.00 If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships * Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies * Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling Required Qualifications, Capabilities and Skills * Five plus years lending or credit support related experience with a focus on business relationships * Understanding of Commercial Banking products and services * Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs * Ability to collaborate with internal partners and resources * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor * Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines * Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners * Deep local connections and market knowledge Preferred Qualifications, Capabilities and Skills * Bachelor's degree and formal credit training preferred * Sales management, business development skills, proficiency in building and maintaining positive client relationships * Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask * Excellent business judgment, strategic thinking, self-directed, proactive and creative
    $128.3k-225k yearly 51d ago
  • Risk Management-Agency Multifamily Affordable Lead Credit Officer - Vice president

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210608766 JobSchedule: Full time JobShift: Day Base Pay/Salary: Washington,DC $133,000.00-$240,000.00; New York,NY $133,000.00-$240,000.00; Chicago,IL $123,500.00-$230,000.00; Denver,CO $123,500.00-$230,000.00: Seattle,WA $133,000.00-$240,000.00; Los Angeles,CA $133,000.00-$240,000.00 Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Vice President in the Risk Management - Multi-Family Underwriting team, you will leverage your credit training and previous experience with Fannie Mae and Freddie Mac multifamily loans to assess the creditworthiness of clients, properties, and markets for new loan originations. Job Responsibilities * Utilize advanced credit skills and knowledge of Fannie Mae and Freddie Mac Affordable and Conventional underwriting guidelines to independently author concise, thoughtful analysis of transactions using appropriate structure and identifying key risks * Work proactively with internal and external contacts to ensure efficient progression of new loan origination through the credit process * Analyze due diligence documents and third party reports and develop comprehensive understanding of collateral, cash flow, sponsor, and market risks * Conduct site visits in compliance with Fannie Mae and Freddie Mac standards * Lead complex transactions including credit facilities, portfolios, and Forward transactions * Train and mentor junior members of the Credit team * Contribute to platform infrastructure and processes through special projects Required qualifications, skills and capabilities * BS or advanced degree with business focus * Minimum of three plus years experience in commercial real estate which might include credit or structuring experience * Significant CRE Multifamily knowledge * Strong verbal, written, and interpersonal skills * Strong analytical and problem solving skills * Advance proficiency in Microsoft Excel and Word. * Experience with Fannie Mae and Freddie Mac applications Preferred qualifications, skills and capabilities * Completion of a major corporate or commercial bank credit training program * Experience in using CLOSER (Commercial Loan Origination Securitization Enterprise Reporting) system
    $133k-240k yearly 16d ago
  • Industry Executive - Government - Specialized Industries Banking - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210633005 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $223,250.00-$325,000.00 You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients. A role as a Government Banking Industry Executive is for you. As an Industry Executive within our Government Specialized Industry Banking team, you will oversee the Mid Atlantic Region, which encompasses VA, DC, MD, DE, and PA. In this role, you will lead a team of Bankers, Treasury Management Officers, Associates, and Analysts in their efforts to develop and maintain profitable banking relationships with government clients. A typical team includes direct management of 7 to 10 team members. The government industry handles commercial banking client relationships across the country. The team focuses on cities, counties, school districts and other government entities. As the industry executive, you will work with dedicated product specialists from Treasury & Securities Services, Public Finance, Securities Trading, Asset Management and Leasing to provide the firm's extensive services and products to our clients and prospects. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships * Analyze the data of the business to drive sales * Deliver the entire firm across lines of business * Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies * Lead specially assigned projects for the benefit of region and national team * Hire, manage, coach, mentor and retain a high performing and diverse team * Foster a diverse, equitable and inclusive work environment Required Qualifications, Capabilities and Skills * Typically a minimum of ten years account relationship management experience with a focus on business relationships * Understanding of Commercial Banking products and services with knowledge of the region * Ability to mobilize internal networks and resources * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor * Sales management and business development skills with proficiency in building and maintaining positive client relationships * Strong technology experience; digital background * Excellent verbal and written communications skills; able to effectively communicate clearly and concisely * Strong knowledge of regulatory and control framework * Proven leadership, management, and client relationship skills, as well as extensive industry and product knowledge, and strong transaction execution skills * Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred Qualifications, Capabilities and Skills * Bachelor's degree and formal credit training * Management experience in a Commercial Bank setting, specifically leading a commercial banking sales team * Self-directed, proactive, and creative solution and problem solving abilities: use sound judgment and navigates ambiguity to get things done * Flexible to changing business priorities and ability to multitask
    $223.3k-325k yearly 44d ago
  • Affordable Agency Multifamily Banker (DUS/Optigo) - Commercial Real Estate

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210604233 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $150,000.00-$250,000.00; New York,NY $150,000.00-$250,000.00; Chicago,IL $150,000.00-$250,000.00 Affordable Agency Multifamily Banker (DUS/Optigo) - Commercial Real Estate We are expanding our Commercial Bank's presence in Government-Sponsored Enterprises (GSE) Multifamily lending and are seeking an experienced commercial real estate sales professional to originate Affordable housing transaction with Fannie Mae DUS and other Affordable housing capital sources. This is a unique chance to contribute to the growth of a new business line within JPMorgan Chase's leading commercial real estate platform. Our Commercial Banking offers extensive industry knowledge, local expertise, global capabilities, and a comprehensive set of financial products and services to clients with annual revenue ranging from $20 million to $2 billion. As an Affordable Agency Multifamily Banker in the Commercial Real Estate team, you will have the opportunity to expand our presence in Government-Sponsored Enterprises (GSE) Multifamily lending. You will leverage your experience in originating Fannie Mae DUS and Freddie Mac Optigo loans to grow JPMC's Affordable Agency platform . You will use your extensive real estate knowledge and technical expertise to develop and grow our portfolio through prospecting and client relationship management. This is an extraordinary opportunity to make a significant impact in our organization and in the commercial real estate industry. Job Responsibilities * Originate Affordable loans for Fannie Mae DUS and other capital sources using your personal network and leveraging JPMC's relationships * Effectively communicate the advantages of Agency loan programs to clients and act as product champion internally for Agency lending products so that Conventional and Affordable relationship bankers can effectively serve their clients and leverage your team's expertise * Manage and execute Agency Multifamily transaction while working closely with partners in Risk, Finance, Servicing and Legal to grow the business responsibly and with operational excellence * Develop and grow portfolio through prospecting and client relationship management using extensive real estate knowledge and technical expertise * Screen opportunities by analyzing market data, property and clients financials, and work closely with the screening team to obtain preliminary loan information and provide initial loan sizing, pricing and terms * Partner with Marketing to develop a business plan to attract new customers and increase brand awareness, including professionally represent the Bank at industry related conferences and events * Engage and participate in ongoing strategic initiatives with Cross Line-of-Business partners including Treasury Services and Digital platforms Required qualifications, capabilities, and skills * Ideal candidate will have an existing book of clients and direct relationships with multifamily borrowers * Ten + years proven commercial multi-family real estate income property lending experience * Quantifiable sales/origination experience in Agency Affordable Multifamily loan production FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $62k-100k yearly est. 50d ago
  • Industry Executive - Life Sciences Coverage, South Region - Managing Director, Commercial Bank

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210638601 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $300,000.00-$500,000.00 Industry Executive - Life Sciences Coverage, South Region - Managing Director, Commercial Bank The Life Sciences team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. As an Industry Executive - Life Sciences Coverage, South Region - Managing Director within the Commercial Bank, you will spearhead a team of Bankers focused on expanding and sustaining profitable banking relationships with Life Sciences clients. You will collaborate closely with credit underwriting, treasury sales, client service, and other functional areas to provide comprehensive products and solutions to clients. Additionally, you will manage your own portfolio while leading the banking team, with client visits accounting for roughly 25% of your schedule. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships * Deliver the entire firm across lines of business * Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies * Lead specially assigned projects for the benefit of region and national team * Hire, manage, coach, mentor and retain a high performing and diverse team * Foster a diverse, equitable and inclusive work environment Required Qualifications, Capabilities and Skills * Typically a minimum of ten years account relationship management experience with a focus on business relationships * Understanding of Commercial Banking products and services with knowledge of the region * Ability to mobilize internal networks and resources * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor * Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team * Sales management and business development skills with proficiency in building and maintaining positive client relationships * Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Preferred Qualifications, Capabilities and Skills * Bachelor's degree and formal credit training preferred * Strong technology experience; digital background preferred * Flexible to changing business priorities and ability to multitask * FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable time frame
    $300k-500k yearly 27d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Washington, DC Job

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly 14d ago
  • Treasury Sales Group Manager - Healthcare, Higher Education, and Nonprofit

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210642917 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $204,250.00-$260,000.00; New York,NY $204,250.00-$260,000.00; Boston,MA $204,250.00-$260,000.00 Are you customer focused, enjoy building relationships and leading a team? You have found the right team. As a Treasury Sales Group Manager in Commercial Banking, you will lead and develop Treasury Management Officers, Associates and our Analyst group. You will play a key part in delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team. You will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. You will use your deep understanding of the treasury and leadership skills to develop and execute a strategy localized to market, growth, and product. Job Responsibilities * Lead, hire, and manage a team of Treasury sales professionals to achieve positive performance results * Leads with direction and coordination building successful relationships * Monitors staff performance, provides appropriate coaching, recognition and feedback * Builds collaborative internal relationships with Regional Treasury Sales Team, bankers and other internal partners * Participates in partner meetings and communicates key Treasury Management messages in a timely and accurate manner * Protects the firm by applying sound risk management protocols and adhering to regulatory requirements * Develop and implement client, market, people, and business strategies Required qualifications, capabilities, and skills * 7+ years of sales and industry experience * 3+ years of sales leadership experience with a demonstrated ability to build, direct and manage a sales/relationship management team of parallel size and scope * Knowledge of treasury products and solutions * Highly motivated, independent worker within a team-oriented culture and focus on DE&I * Excellent client management skills * Ability to communicate and present to large groups * Demonstrated sales coaching abilities including successful sales and marketing skills Preferred qualifications, capabilities, and skills * Familiar with Microsoft Word, Excel, and PowerPoint * Bachelor's degree; advanced degree preferred * Superior analytical and quantitative skills * Exceptional verbal and written communication skills
    $67k-96k yearly est. 10d ago
  • 2026 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210586255 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Long Island City,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; Boston,MA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00 2026 Global Private Bank Advisor Program (SUMMER Analyst) - USPB Short Description Advisor Training Program in Global Private Bank working with advisors to support client. Target applicant: Expected graduation 2027 Posting Description If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job responsibilities * Work with a team of advisors and specialists to bring in new clients and serve existing clients * Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required qualifications, capabilities, and skills * Pursuing a Bachelor's or Master's degree * Graduation date of December 2026 through June 2027 * Attend college/university in the U.S. * Highly driven person who enjoys working in teams to develop complex solutions * Exceptional interpersonal, communication, analytical and problem-solving skills * Excellent organizational skills and ability to multitask * Genuine interest in financial markets and macro-level economic trends * Desire to ultimately work with external clients in a relationship building and sales capacity * Ability to thrive in a fast-paced, collaborative environment * Highly inquisitive, focused and pro-active * Good judgment and discretion when working with confidential information To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA South Bay, CA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles. The JPMorgan Chase U.S. Benefits Program is generally available in whole or in part to most employees in the U.S. who meet the eligibility criteria. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
    $100k-100k yearly 50d ago
  • Associate Banker SAFE Act - C13 - WASHINGTON

    Citigroup 4.6company rating

    Washington, DC Job

    The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments + Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker + Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. + Provide complete service support to client, including solving complex client inquiries + Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 6-10 years of experience + Knowledge of investments is required; banking and credit products desirable + Ability to manage relationships both internal and external; Ability to multi-task **Education:** + Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Private Banker Support ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Washington District Of Columbia United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $135,200.00 - $202,800.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jun 13, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $135.2k-202.8k yearly 41d ago
  • Relationship Manager-Payments-Vice President

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210645498 JobSchedule: Full time JobShift: Base Pay/Salary: Brooklyn,NY $113,000-$185,000.00; Jersey City,NJ $113,000-$185,000.00; Washington, DC $113,000.00-$185,000.00 You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team. As a Relationship Manager within Merchant Services, you will be primarily responsible for a select portfolio of Middle Market clients. You will partner closely with the firm-wide bank coverage team, including JPMorgan Payments Treasury Services. You will be accountable for maintaining strong relationships with key decision-makers and influencers within those assigned client relationships. You will meet JP Morgan Merchant Services' profitability goals through strategic client management, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio. Job Responsibilities: * Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction * Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery * Acts as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services * Implement and support ongoing client strategy and co-coordinating cross-sell opportunities with other parts of JPMorgan Payments Treasury Services * Clearly understand client needs by applying a strategic, consultative selling approach to cultivate payment optimization strategies, develop appropriate product solution recommendations and grow the business * Prepare and deliver quarterly business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business * Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment. Required qualifications, capabilities and skills: * 8 + years of experience within a strategic relationship management role, business development role; or technology related experience * Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients * Experience and comfort level working with C-suite level client stakeholders * Experience collaborating across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service and operations partners * Demonstrated ability to work across cultures with internal teams and external clients * Exceptional relationship management skills, strong presentation skills and exceptional verbal and written communication skills * Travel required-25% Preferred qualifications, capabilities and skills: * Bachelor's degree or equivalent experience; MBA desired * Expertise in specialized industries such as, with other financial institutions, fintech, billers, major and specialty retail and vertical knowledge within the payments industry is a plus
    $56k-93k yearly est. 3d ago
  • 2026 Commercial and Investment Banking Insights Programs - Commercial & Specialized Industries - Summer Analyst

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210586019 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $38.46-$38.46; New York,NY $38.46-$38.46; Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Chicago,IL $38.46-$38.46; San Francisco,CA $38.46-$38.46; Seattle,WA $38.46-$38.46 The Commercial & Specialized Industries Insights Programs are designed to attract undergraduates who are eligible for our 2026 Commercial & Specialized Industries Summer Analyst Program, interested in early exposure to financial services careers, and committed to the advancement of individuals from underrepresented groups in this industry. The Commercial & Specialized Industries Insights Programs (Advancing Black Pathways, Advancing Hispanics & Latinos, and Winning Women) are seeking undergraduate students, including, without limitation, Black, Hispanic & Latino, and/or Female students, who are interested in exploring career opportunities at JPMorganChase. All undergraduate students who are interested in the Commercial & Specialized Industries Insights Programs, regardless of background, are welcome to apply. The Commercial & Specialized Industries Insights Programs virtual conferences will consist of business specific overviews and networking, followed by interviews for the 2026 Commercial & Specialized Industries Summer Analyst Program. Commercial & Specialized Industries (C&SI) Program As a Summer Analyst in the Commercial& Specialized Industries (C&SI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. There are two program tracks to choose from within C&SI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader C&SI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 through June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details. Advancing Black Pathways, Advancing Hispanics and Latinos and Winning Women are 3 of many insights programs and recruiting opportunities that we offer at the Firm. Please visit our website to learn about other programs, internships, and general career opportunities that JPMorgan Chase & Co. offers students. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
    $62k-100k yearly est. 50d ago

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