Overview of salaries statistics of the profession "Insurance Sales & Financial Advisor in Australia"

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category SalesJob Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place. About Salesforce Founded in 1999, Salesforce is the global leader in Customer Relationship Management (CRM). Companies of every size and industry are using Salesforce to transform their businesses, across sales, service, marketing, commerce, and more by connecting with customers in a whole new way. We harness technologies that can revolutionize companies, careers, and, hopefully, our world.Salesforce is built on a set of four core values: Trust, Customer Success, Innovation, and Equality. By making technology more accessible, we're helping create a future with greater opportunity and equality for all. This has taken our company to great heights, including being named one of the FORTUNE "100 Best Companies to Work For®" 2020 - 12 years in a row. There are those who choose to work with the most creative. And then, there are those who want to do more than just a job. They are the ones improving lives, not only their careers. Having an impact now instead of later. Doing something that's so much bigger than themselves, an industry, and their company.We believe everyone can be a Trailblazer. Join Salesforce and discover a future of new opportunities. About TeamSalesforce is continuing to make strategic investments in Industry verticals. The Industry Sales team plays a critical role in focusing those investments to drive growth at customers within the industry. We drive that growth by designing specific micro-vertical solutions and assets tailored to their needs and language. This team operates at the cross section of customer needs, industry product solutions, and sales. We develop, inspire, and champion micro-vertical strategies, POVs, and sales plays targeted and in the voice of our customers. We build and leverage executive relationships to identify industry trends and drive success using Salesforce technology. We also assist in targeted account-specific planning and deal management with our Sales team partners. And most importantly we are growing fast. We need dynamic fast paced individuals that bring a combination of industry shown experience, a solution-oriented mindset, and an ability to sell and advise our customers on the best way to make the most of their Salesforce investment. If that sounds like you, keep reading!About RoleWe are looking for a self-starter who is familiar with the Salesforce Customer 360 Platform. The ideal candidates are likely to have one of the following:A strong background in enterprise sales or similar selling experienceExperience in Manufacturing and Life Sciences contrib uting to large scale transformation initiatives.Consulting background with client experience in Manufacturing and Life Sciences such that you are familiar with key challenges and opportunities in the industry, and have sold and/or delivered technology initiatives that address those challenges and opportunities.The Industry Sales Consultant will partner with their sales team counterparts in helping plan, implement and grow the Manufacturing and Life Sciences accounts they are supporting. They will serve as an expert on the micro-vertical play content and partner with sales teams and will prioritize, plan and coordinate the Manufacturing and Life Sciences industry sales plays across a variety of cross functional roles. This role is a mix of sales, strategy, program execution, planning and enablement. They should be comfortable with a fast-paced, high growth environment and be able to shape and share Salesforce's Manufacturing and Life Sciences point of view in both client-facing and internal settings.The ideal candidates will get motivated and excited by the list of things we're looking for below.We are looking for strategic thinkers and leaders that love to problem solve (especially with technology solutions).Whether you like to sell or solution, you should get excited about sharing how Salesforce's technology can provide unique solutions that address needs within the industry.We want candidates thatBring a high energy, engaging presence to internal and external audiences in a variety of settings (virtual, white boarding solution sessions, customer presentations, internal enablement)Partner effectively across teams to create Manufacturing and Life Sciences relevant points of view, assets and solutionsCollaborate with sales teams to help them bring an industry solution oriented attitude that elevates the growth plans for their accountsUse their unique industry knowledge and understanding to help create and progress sales opportunities with customersUnlock new demand by uncovering Manufacturing and Life Sciences business problems and matching them to our solutionsUncover executive-level initiatives and problems that map back our solutions across multiple lines of businessHave an understanding of the way Manufacturing and Life Sciences businesses operate, how they make decisions, and the priorities that drive decisions from the C-levelYour Qualifications 5+ years experience in Enterprise Software Sales, Manufacturing and Life Sciences Company, or Consulting. No matter which background you are coming from you should have experience with large technology driven business transformation initiativesConsistent achievement of year over year quota and/or performance goals attainmentExperience in defining and delivering ROI/ Argument for large scale initiativesExperience crafting complex sales proposals that tie technology products to business problemsAbility to work across large extended teams consisting of sales specialists, solution engineers, customer success, and training personnelHow you'll be evaluated in the interview process: 1. Business acumen2. Results Oriented3. Compelling communicator4. Strategic, Structured Thinking5. Collaborative, win-as-a-team approach6. Resourceful7. Scrappy - does what's needed to get the job done8. Coachable9. Trusted advisorOur investment in youWorld class enablement and on-demand training - check out Trailhead.com for a sneak peek!Sandler Sales TrainingWeek-long product bootcampFast Ramp mentorship programWeekly 1:1 coaching with your leadershipClear path to promotion with accelerated leadership development programsExposure to executive thought leaders with a passion for living our valuesVolunteer Opportunities:Have you heard of our 1:1:1 model, focused on giving back to the community? The successes in giving back have helped us and our Trailblazer community become a leader in philanthropy, culture, and innovation. We are one of the World's Most Innovative Companies, according to Forbes , we are #1 in PEOPLE 's Top 50 Companies that Care, and are on on Fortune's Change the World list. Values create value. Our values helped drive our revenue number to $13.28 billion dollars in FY19.We have a public-facing website that explains our various benefits for:Health BenefitsFinancial Benefits and perksTime off & leave policiesParental benefitsPerks and discountsVisit https://www.getsalesforcebenefits.com/en for the full breakdown!"At Salesforce we encourage applications from Aboriginal and Torres Strait Islander peoples. Salesforce Australia is committed to walking together with the Traditional Custodians of this land, Australia's First Nations peoples, as we forge a path to reconciliation. Please see our Reconciliation Action Plan for more information"Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form .Posting Statement At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com . Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce . Salesforce welcomes all.Salary: . Date posted: 03/18/2024 03:17 PM

Securities Financing is an investment overlay strategy that enhances the intrinsic value of a portfolio of securities by generating alpha or income which can be used to increase a portfolio's return.As an Agency Securities Finance Trader in the Agency Securities Finance team, you will be responsible for the discretionary lending trading activities across fixed income and equities assets which are held within the J.P. Morgan Agency Securities Lending program. You will work closely with Operations, Technology, Sales, Relationship Management, Legal, Compliance and other key internal business partners. Job Responsibilities Manage the Australia & New Zealand markets trading book appropriately, identifying & maximizing opportunities across client portfolios with a cross market/sector focus. Act as a subject matter expert for APAC Equities markets and global Fixed Income trading, working closely with senior Trading and Portfolio Managers. Maintain an acute awareness of the market environment and provide relevant, thoughtful, and timely commentary to stakeholders to ensure transparency and optimal communication flows. Establish and maintain relationships with new and existing trading counterparts as well as internal business partners. Understand the importance of effective risk management noting the high-risk nature of APAC lending and cash reinvestment markets. Work closely with Operations stakeholders to ensure seamless trading efficiencies. Leverage technology and analytics to optimize trading and portfolio management opportunities.Required Qualifications, Skills and Capabilities Minimum of 3 years relevant experience - Equities and/or Fixed Income and Funding/Cash re-investment. Knowledge of Agency Securities Financing. Ability to communicate concepts and ideas, protect their validity and tailor messages towards different audiences. Advanced Excel, excellent quantitative and analytical skills. Ability to work under pressure, independently and prioritize appropriately. An ability to effectively manage relationships, both internal and external.Preferred Qualifications, Skills and Capabilities CFA qualification General knowledge of Capital Markets, Economic Theory, Portfolio Management Theory and Money Market Securities.About usJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.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.About the TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.J.P. Morgan delivers investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. Teams support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions. Clients include asset and fund managers, asset owners, banks and broker-dealers, hedge funds and alternative investors, and insurance companies.Salary: . Date posted: 03/19/2024 10:31 PM

Business Improvement & Automation Principal Advisor Excellent opportunity to join a Business Improvement and Automation team in our global tax team with a world class company. Shape and drive our process improvement and development of data driven-technology solutions. This role will be a hybrid role with anchor days in the office but flexible work from home options.Location: Brisbane, AustraliaAbout the role Finding better ways to provide the materials the world needs. We are seeking a Principal Advisor specializing in Business Improvement and Automation to join our global Indirect Tax team. In this brand new role, you will lead initiatives to enhance productivity through process optimization and the development of data-driven technology solutions for our global indirect tax operations. Your responsibilities will be to design, implement and oversee processes and data management using cutting-edge technology tools to extract, transform, and organize the financial information required by our regional indirect tax teams. You will also collaborate closely with our IT, Business Improvement, and Tax teams to ensure the proper integration and maintenance of jurisdictional rules within our SAP and data systems.In addition to these duties, you will utilize your data analytics skills with our financial systems platforms to improve our efficiency and accuracy. You will also have the unique opportunity to interact with regional teams across various locations including Brisbane, Montreal, Delhi, and Salt Lake City. This role is a unique opportunity to drive change management to influence and achieve progress. The successful candidate must possess the ability to empathize, persuade, and lead others to produce true business transformation. Some additional responsibilities include:Drive business improvement by designing, implementing, and managing technology-driven solutions for indirect tax processes.Standardize and enhance the automation of our indirect tax reports at a global scale.Collaborate with cross-functional teams to deploy and maintain technology-driven solutions.Ensure we are complying and maintaining our tax technology solutions to meet our regional indirect tax requirements.Maintain expertise in data analytics tools and technology platforms.Develop strong relationships with internal stakeholders and external technology vendors so we can continue to remain innovative in this space.Provide mentoring and training on our technology tools.Act as a subject matter expert on finance data technologies.Generate business intelligence reports and visualizations to foster informed data-driven decisions.What you'll bringA commitment to the safety of yourself and your teamA bachelor's degree or equivalent experience in process improvement, data analytics, information technology, accounting, or finance with an emphasis in technology solutions.A demonstrated track record in business intelligence and process improvement through the implementation of data technology solutions and platforms.Expertise in Microsoft suite of products including power platform tools and other data analytics platforms and tools such as Azure, SQL, Python, Power Query, Power BI, R or equivalent. Experience with tax technology platforms and software such as SAP and Vertex.Demonstrated experience in implementing your project management and change management skills.A risk-management-oriented attitude with a main on focus on accuracy of material matters.An ability to adapt to changing regulations and technologies. Skills to empathize, persuade, and lead organizational transformation.Your willingness to work across different time zones when collaborating with our global teams.What we offer Be recognised for your contribution, your thinking and your hard work, and go home knowing you've helped the world progress.A work environment where safety is always the number one priorityA permanent position working directly for Rio TintoA competitive base salary reflective of your skills and experience with annual incentive program Comprehensive medical benefits including subsidised private health insurance for employees and immediate family Attractive share ownership planCompany provided insurance coverExtensive salary sacrifice & salary packaging optionsCareer development & education assistance to further your technical or leadership ambitions Ongoing access tofamily-friendly health and medical wellbeingsupport Leave for all of life's reasons (vacation/annual, paid parental, sick leave)Exclusive employee discounts (banking, accommodation, cars, retail and more)Possible domestic relocation assistance About Rio TintoRio Tinto is a leading global mining and materials company. We operate in 35 countries where we produce iron ore, copper, aluminium, critical minerals and other materials needed for the global energy transition and for people, communities, and nations to thrive We have been mining for 150 years and operate with knowledge built up across generations and continents. Our purpose is finding better ways to provide the materials the world needs - striving for innovation and continuous improvement to produce materials with low emissions and to the right environmental, social and governance standards. But we can't do it on our own, so we're focused on creating partnerships to solve problems, create win-win and meet opportunitiesWhere you will be workingAt Rio Tinto, we're proud of the economic contribution we make to the communities where we operate, and a key part of that economic contribution is through the tax that we pay. We believe transparency encourages accountability - ours as well as others. We voluntarily publish information about the tax paid in all countries where we operate, in fact more than a decade ago, Rio Tinto was the first company in the mining industry to disclose payments to governments in detail, and we have been reporting on our taxes and royalties paid, and our economic contribution, in increasing detail ever since.The Global Tax function is central to this approach and is responsible for the conduct of Rio Tinto's tax affairs and the management of tax risks. The team works closely with the business to provide specialist advice and guidance on tax compliance and offer other advisory services to the Rio Tinto group globally.Every Voice MattersAt Rio Tinto, we particularly welcome and encourage applications from Aboriginal and Torres Strait Islander people, women, the LGBTI+ community, mature workers, people with disabilities and people from different cultural backgrounds.We are committed to an inclusive environment where people feel comfortable to be themselves. We want our people to feel that all voices are heard, all cultures respected and that a variety of perspectives are not only welcome - they are essential to our success. We treat each other fairly and with dignity regardless of race, gender, nationality, ethnic origin, religion, age, sexual orientation or anything else that makes us different.Applications close on Thursday the 4th of April 2024 (Rio Tinto reserves the right to remove advertised roles prior to this date)Salary: . Date posted: 03/22/2024 07:18 AM

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category SalesJob Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place. Role Description: We are looking for a highly motivated leader and team player to join the A&C Business Unit Partner Sales team to design, launch and support a plan to accelerate and scale the growth of our business with SI partners within our Financial Services business. This role will report to the RVP Canada Partner Sales Lead aligned to the Canada OU. This is a key and strategic role that requires a balance of strategy and sales, as well as a roll-up-your-sleeves and "get it done" attitude. Success requires the design and execution of a plan to develop and accelerate the growth of our partner ecosystem. Additionally, you must be a highly motivated team player with expertise working in a fast-paced, cross-functional manner. You have the ability to establish broad senior-level relationships. You have a proven track record of delivering results and getting things done. You will demonstrate strong business acumen, outstanding communication skills, and the ability to effectively build relationships with SI and executive leaders in the partner ecosystem. Key to the position is effective collaboration with multiple cross-functional stakeholders, including sales, alliances, marketing, legal, operations, and SI partners. Maintains a deep understanding of Salesforce technology and articulates Salesforce value propositions to new and growing partners. You will work closely with the Canada Financial Services and Telco Sales leadership team and AEs. You will be their trusted advisor by actively contributing to the sales strategy and partner strategy. This individual will be held accountable for achieving and exceeding the performance targets jointly established with SI partners and within A&C and Sales. Your Impact: Trusted Business Partner: You are recognized as a trusted business partner by the key stakeholders you work with, including but not limited to sales, Partners, marketing, A&C C360 teams, etc. This is achieved by providing a thoughtful point of view on the sales strategy and partner strategy; taking a proactive approach and being detail oriented; deep listening and active contribution in meetings with timely follow-up on next steps/action taken; providing in advance, the context to a meeting, agenda, expected outcomes to key stakeholders. Excellent understanding of growing and sustaining businesses in a highly competitive and changing marketplace. Contribute and execute the Canada GTM strategy through building strong partner relationships and aligning GTM plans. Team collaboration and visibility: You work closely with the team and are recognized as a valued team member who is actively sought after by the team. You are present in person and virtual-being present also means being an active participant/contributor to the meeting. Through this active participation with the team members, you will also learn and develop your own professional growth. Act with a sense of urgency: You know how to leverage the resources available to you to get the job done in a fast-paced environment. You proactively take the initiative and follow up. GTM initiatives and enablement: You work with partners, and sales and marketing teams to identify and execute high-value co-branded GTM events and enablement activities. This includes contributing to and preparing the business case, measuring ROI, and ensuring the next steps are taken. Driven to succeed and results-oriented: Manage and maintain app rigor and achieve a high degree of operational excellence. Achieve or exceed quarterly and annual quota targets along with all other performance metrics as established in the V2MoM. Work with Salesforce SI partners to generate new business in existing accounts and new markets. Preferred Qualifications: A strong FINS and Telco background is preferred.Strong track record of exceeding partner revenue targets.Sound business acumen skills; thrive in a fast-paced, dynamic work environment.Strategic thinker who is able to blend consulting and business strategy to develop compelling plans for new partner initiatives.History of successfully developing and leading multiple strategic partnerships.Experience recruiting, developing, and managing a partner base.Strong knowledge of Salesforce technology and applications products/solutions, platforms, and SaaS.Must be comfortable with complexity, and thinking on multiple levels of abstraction; demonstrates use of critical thinking techniques.Excellent spoken and written communication, interpersonal, and relationship-building skillsAbility to work both independently and with a team.Experience with creating and building differentiated relationships with partners in the SI community.Demonstrated ability to drive significant influence and accelerated revenue through SI partnerships and drive new growth channels.Comfortable working with multiple internal teams, from individual contributors to senior executives, as well as building/maintaining relationships with clients, partners, sales etc.Willing and able to travel as needed. Additional Skills/Assets: Broad-based business and technology expertise with 10+ years in alliance management, consulting, and/or sales, with a track record of driving successful business development activities.Excellent understanding of growing and sustaining businesses in a highly competitive and changing marketplace.Ability to liaise with and motivate individuals at all levels of the partner relationshipsPolitically astute, good understanding of business, and able to ascertain key decision-makers.Experience working with SI consulting organizations in multiple cities/verticals.Experience working with multiple Sales teams driving and building the partner ecosystem.Highly motivated and independent contributor.Operate with a sense of urgency.High energy, enthusiasm, and passion for the business.Business, Computer Science or Engineering Bachelor's degree (MBA degree is preferred)Our Investment In You:World-class enablement and on-demand training - check out Trailhead.com for a sneak peek!Exposure to executive thought leaders with a passion for living our valuesClear path to promotion with accelerated leadership development programsWeekly 1:1 coaching with your leadershipFast Ramp mentorship programWeek-long product bootcampSandler Sales TrainingVolunteer Opportunities Have you heard of our 1:1:1 model, focused on giving back to the community? The success in giving back have helped us and our Trailblazer community become a leader in philanthropy, culture, and innovation. We are one of the World's Most Innovative Companies, according to Forbes , we are #1 in PEOPLE 's Top 15 Companies that Care, and are on Fortune's Change the World list. Values create value. Our values helped drive our revenue number to $13.28 billion dollars in fiscal years in 2019. We have a public-facing website that explains our various benefits for: Health benefitsFinancial benefits and perksTime off and leave policiesParental benefitsPerks and discounts Visit https://www.salesforcebenefits.com/ for the full breakdown. Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form .Posting Statement At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com . Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce . Salesforce welcomes all.Salary: . Date posted: 03/28/2024 03:09 PM

Full time, Permanent Role for Recent Graduates|$65,000 Salary PackageOur client is a leading name in the financial services industry, specialising in insurance solutions. Renowned for their commitment to excellence and client-focused approach, they offer comprehensive services tailored to meet the diverse needs of their clientele. They are passionate about training recent Graduates in Economics / Finance who have a true drive to grow in this field with ongoing training and support.As a Customer Service Administrator, you'll handle inbound and outbound calls to customers, providing assistance with various financial services inquiries, including policy details, claims processing, onboarding and account management.While recent graduates are welcome, we seek individuals with a strong dedication to customer satisfaction, excellent communication skills, and the ability to quickly grasp financial concepts. You will be responsible for maintaining accurate records of interactions, ensuring compliance with industry regulations and upholding the company's standards of service excellence.We are seeking recent graduates who are enthusiastic, eager to learn, and passionate about providing exceptional customer service. While prior experience in the financial services sector is not required, candidates should possess strong communication skills, attention to detail, and the ability to thrive in a fast-paced environment.This role offers an excellent opportunity for recent graduates to kickstart their career in the financial services industry and gain valuable experience in a dynamic and supportive workplace. If you're ready to embark on a rewarding career journey we encourage you to apply and join our esteemed team.Alternatively, if you have experience in financial services within Customer Service including superannuation, wealth management, insurance or banking, we will consider your application for other positions suitable that may arise.- Full time, on site permanent role for Recent Graduates- $65,000 salary package- CBD location on site- Ongoing supportive training and development in a dynamic and rewarding workplace

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer SuccessJob Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place. The Technical Architect will support the full implementation lifecycle, from scoping to deployment in an evolving ecosystem consisting of clients and partners. The Technical Architect will be responsible for successfully solving the enterprise application E2E, designing and building the Salesforce Industry-specific Financial Services industry solutions. As a Technical Architect, you will become a deep product expert with Industry Financial Services Cloud applications, and work closely with our sales and delivery teams to ensure customer success.The Technical Architect maintains an ongoing comprehensive understanding of the cloud-computing ecosystem.Responsibilities:Lead functional and technical workshops. Demonstrate leadership skills in designing, delivering, testing, and deploying.Expertise in User Journey preparations, User Story reviews, Data Modeling, Apex Design Patterns, LWC, and other modern UI techniques.Serve as a trusted advisor to the client driving conversations with their Enterprise Architects and business partners that shape the architectural vision, and establish a program architectural roadmap.Manage customer expectations; negotiate solutions to complex problems with both the customer and third-party partnersGuide our customers, partners, and implementation teams on how best to implement digital transformation with the Salesforce platform using Salesforce Industries.Establish trust with the customer's leadership, promoting and/or implementing standard processes with SFI and SalesforceBuild out sophisticated business processes using native Salesforce Industries technology and the toolkit of the Force.com platform and integration tools.Work closely with Delivery Managers, Solution Architects, and directly with clients to architect technology solutions to meet client needsHighlight and manage risk areas in the solution in a proactive manner, and commit to seeing an issue through to completion.Qualifications:10+ years of experience in developing technology solutions.3+ years of experience in handling client-facing projects in positions of increasing responsibility in the context of systems development and related business consulting.Expertise in one or multiples of → Salesforce Financial Services Cloud (FSC), Sales/Service/Experience Cloud, and Vlocity OmniStudioDomains- Communications and Media OR Healthcare & Insurance OR Finance OR GenericExpertise in one or multiple domains of → Banking (retail, commercial, investment, mortgage lending and servicing), Insurance, Wealth & Asset ManagementIntegration Architecture (Must have)Platform Security (Must have)Identity and Access Management / Integration SecuritySharing and Visibility (Must have)Data Architecture and Management (Must have)Architectural Design PatternsApex Design Patterns (Must Have)Salesforce/Apex, Triggers, Lightning Flows, Lightning, LWC, and experience with modern web and mobile technologies (HTML, CSS, JavaScript, Web Components, others)Salesforce Certification Preferred (Admin, Developer, Sales, and Service Clouds, Application Architect)OmniStudio Developer/Consultant. Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form .Posting Statement At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com . Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce . Salesforce welcomes all.Salary: . Date posted: 04/02/2024 03:14 PM

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer SuccessJob Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place. Role overview: Salesforce is currently seeking a Manager, Technical Consulting (Financial Services) to join our Global Delivery Centre (GDC) team. Our Manager and technical Consulting role plays a significant part in managing, training, and building the careers of our technical consulting team. We are key players in this objective, as they can use Industry Cloud functionality to deliver customer requirements quickly with minimal customization. In addition to people leadership, career coaching, and project oversight responsibilities for the team, you will build our Financial Services practice by leading internal initiatives, contributing to the technical practice business plan, developing methodology, creating team enablement, onboarding new architects, and recruiting to build the team. This role is 50% billable and in addition to team leadership, you will work with our customers and partners as a technical architect to solve critically important business challenges using Salesforce's Financial Services Cloud . Salesforce Professional Services - Global Delivery Centre (GDC) focuses on delivering strategic engagements that define transformational opportunities and execution of change programs. We are the trusted delivery partner for Salesforce Professional Services that ensures end-to-end multi-cloud delivery capabilities across all Salesforce technologies and scales with agility for successful customer outcomes! We at GDC strive to foster growth & innovation and enable Salesforce Professional Services with a focus on performance, productivity & impact. Responsibilities: You'll have up to 15 direct reports under your scope of responsibility. You will be required to deliver technical work (as a technical architect) on Financial Services domain projects at 50% utilization and balance that with leading your team of Technical Consultants. You'll be responsible for hiring, training, and mentoring our Technical Consultants on Financial Services so they can implement successfully in turning the program design of our Solution Architects and Technical Architects into the highest-quality solutions that meet the customers' needs. Serve as a trusted advisor to the client, guiding customers and colleagues in rationalizing and deploying emerging technologies that drive increased business value Identify and lead internal critical initiatives to grow the Financial Services consulting practice; serving as an active contributor to the community's overall knowledge base and expertise Work closely on projects with Delivery Managers, Solution Architects, and directly with clients to architect technology solutions to meet client needs Lead Enterprise Architecture and Governance for enterprise-level customer engagement. Serve as a trusted advisor to the client driving conversations with their Enterprise Architects and business partners that shape the architectural vision, and establish a program architectural roadmap. Lead functional and technical workshops. Demonstrate leadership skills in designing, delivering, testing, and deploying. Lead a project team of developers focused on driving optimized solutions for our FSC clients leveraging Salesforce Financial Services Cloud, Service Cloud, Sales Cloud, and Experience Cloud Ensure the success of these teams while securing the highest CSAT and business outcomes Manage customer expectations; negotiate solutions to complex problems with both the customer and third-party partners Establish trust with the customer's leadership, promoting and/or implementing standard processes with SFI and Salesforce Highlight and manage risk areas in the solution in a proactive manner, and commit to seeing an issue through to completion Minimum Requirements: 15+ years of experience leading Salesforce technical consulting projects and handling individual contributors. 5+ years of people management experience Strong application design skills combined with strong data, integration, and security architecture skills Expertise in one or multiples of → Salesforce Financial Services Cloud (FSC), Sales/Service/Experience Cloud, and Vlocity OmniStudio Expertise in one or multiple domains of → Banking (retail, commercial, investment, mortgage lending and servicing), Insurance, Wealth & Asset Management Integration Architecture (Must have) Platform Security (Must have) Identity and Access Management / Integration Security Sharing and Visibility (Must have) Data Architecture and Management (Must have) Architectural Design Patterns Apex Design Patterns (Must Have) Salesforce/Apex, Triggers, Lightning Flows, Lightning, LWC, and experience with modern web and mobile technologies (HTML, CSS, JavaScript, Web Components, others) Proficiency in English Preferred Requirements: Salesforce Certification Preferred (Admin, Developer, Sales, and Service Clouds, Application Architect) OmniStudio Developer/Consultant Thorough individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies Strong communication skills, both written and verbal. Able to effectively develop materials that are appropriate for the audience A great listener with the ability to communicate with people in diverse roles Proven ability to analyze, design, and optimize business processes via technology and integration Resourceful and innovative thinker who can work through and solve problems Adept at navigating/mediating conflict and fostering healthy dialogue Strong interpersonal skills - nurture effective working relationships with others Exceptional analytical skills - experience overseeing and managing business metrics, productivity, and outcomes Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form .Posting Statement At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com . Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce . Salesforce welcomes all.Salary: . Date posted: 04/02/2024 03:14 PM

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer SuccessJob Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place. Salesforce Professional Services - Global Delivery Centre (GDC) focuses on delivering strategic engagements that define transformational opportunities and execution of change programs. We are the trusted delivery partner for Salesforce Professional Services that ensures end-to-end multi-cloud delivery capabilities across all Salesforce technologies and scales with agility for successful customer outcomes! We at GDC strive to foster growth & innovation and enable Salesforce Professional Services with a focus on performance, productivity & impact. Role overview: Salesforce is currently seeking a Manager, Technical Consulting (Financial Services) to join our Global Delivery Centre (GDC) team. Our Manager and technical Consulting role plays a significant part in managing, training, and building the careers of our technical consulting team. We are key players in this objective, as they can use Industry Cloud functionality to deliver customer requirements quickly with minimal customization. In addition to people leadership, career coaching, and project oversight responsibilities for the team, you will build our Financial Services practice by leading internal initiatives, contributing to the technical practice business plan, developing methodology, creating team enablement, onboarding new architects, and recruiting to build the team. This role is 25% billable and in addition to team leadership, you will work with our customers and partners as a senior technical architect to solve critically important business challenges using Salesforce's Financial Services Cloud . Responsibilities: You'll have up to 35 reports under your scope of responsibility. You will be required to deliver technical work (as a senior technical architect) on Financial Services domain projects at 25% utilization and balance that with leading your team of Technical Consultants, Architects, and Managers. You'll be responsible for recruitment, training, and mentoring our Technical Consultants on Financial Services so they can implement successfully in turning the program design of our Solution Architects and Technical Architects into the highest-quality solutions that meet the customers' needs. Serve as a trusted advisor to the client, guiding customers and colleagues in rationalizing and deploying emerging technologies that drive increased business value Identify and lead internal critical initiatives to grow the Financial Services consulting practice; serving as an active contributor to the community's overall knowledge base and expertise Work closely on projects with Delivery Managers, Solution Architects, and directly with clients to architect technology solutions to meet client needs Lead Enterprise Architecture and Governance for enterprise-level customer engagement. Serve as a trusted advisor to the client driving conversations with their Enterprise Architects and business partners that shape the architectural vision, and establish a program architectural roadmap. Lead functional and technical workshops. Demonstrate leadership skills in designing, delivering, testing, and deploying. Lead a project team of developers focused on driving optimized solutions for our FSC clients demonstrating Salesforce Financial Services Cloud, Service Cloud, Sales Cloud, and Experience Cloud Ensure the success of these teams while securing the highest CSAT and business outcomes Manage customer expectations; negotiate solutions to complex problems with both the customer and third-party partners Establish trust with the customer's leadership, promoting and/or implementing standard processes with SFI and Salesforce Highlight and manage risk areas in the solution in a proactive manner, and commit to seeing an issue through to completion Minimum Requirements: 18+ years of experience leading Salesforce technical consulting projects and handling individual contributors. 8+ years of people management experience Strong application design skills combined with strong data, integration, and security architecture skills Expertise in one or multiples of → Salesforce Financial Services Cloud (FSC), Sales/Service/Experience Cloud, and Vlocity OmniStudio Expertise in one or multiple domains of → Banking (retail, commercial, investment, mortgage lending and servicing), Insurance, Wealth & Asset Management Integration Architecture (Must have) Platform Security (Must have) Identity and Access Management / Integration Security Sharing and Visibility (Must have) Data Architecture and Management (Must have) Architectural Design Patterns Apex Design Patterns (Must Have) Salesforce/Apex, Triggers, Lightning Flows, Lightning, LWC, and experience with modern web and mobile technologies (HTML, CSS, JavaScript, Web Components, others) Proficiency in English Preferred Requirements: Salesforce Certification Preferred (Admin, Developer, Sales, and Service Clouds, Application Architect) OmniStudio Developer/Consultant Thorough individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies Good communication skills, both written and verbal. Able to effectively develop materials that are appropriate for the audience A great listener with the ability to communicate with people in diverse roles Demonstrable ability to analyze, design, and optimize business processes via technology and integration Resourceful and entrepreneurial thinker who can work through and solve problems Adept at navigating/mediating conflict and fostering healthy dialogue Strong interpersonal skills - nurture effective working relationships with others Exceptional analytical skills - experience overseeing and managing business metrics, productivity, and outcomes Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form .Posting Statement At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com . Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce . Salesforce welcomes all.Salary: . Date posted: 04/02/2024 03:14 PM

Seeking product development associate to help strategically transform onboarding platform and tools through a data driven approach.As a team member on the Securities Services Onboarding Product Development team you will an integral part of developing and delivering the vision and strategic roadmap for the On-boarding Transformation.Development of data driven tools and processes for simplification, standardization and optimization across People, Products, Process and Systems in support of on-boarding for the breadth of the Securities Services products is key focus area for the group. As a product development associate you will spend you day-to-day leading the delivery of projects aligned to the end-to-end onboarding for Securities Services products & services strategic roadmap. As a product development onboarding associate, you will work closely on implementing data strategy with Client Onboarding teams, Middle Office teams, Product Development, Data Architects, and various Technology teams to execute and ensure delivery of projects according to agreed timelines and budget. The candidate must demonstrate business leadership and technical skills to learn/understand the technology infrastructure. This role will identify opportunities to improve efficiency and will communicate clearly at all levels, engaging with senior stakeholders for strategic direction. Job Responsibilities: Define complex business data requirements in a simplified manner Help develop strategic vision and solutions for end-to-end onboarding platforms in collaboration with firm wide teams, and Securities Services teams with a sharp focus on business benefits, client service, and controls Owning end to end of the product & process, and the ability to interpret how alternative courses of action impact downstream processes and groups. Interact with all levels of management and operations to review, understand, document, and communicate objectives, business/program needs, risks, constraints and issues. Document traceability of requirements to business objectives - ensure that all requirements are all in support of the business case. Prepare business requirements, review functional requirements, monitor system development/ implementation, User Acceptance testing, production deployment and roll-out, in alignment with business priorities, ensuring product is delivered on time and on budget. Supporting operations team in defining operational processes to support the product. Identifying and manage risks/issues; create solutions to address limitations while minimizing time to market and minimizing control/operational risk. Required qualifications, capabilities and skills : Experience within a financial services product development or onboarding-focused operations or technology role with a strong focus on business analysis and change management. Adept at stakeholder management and demonstrated ability to engage with diverse set of stakeholders. Energetic self-starter that takes initiative and has demonstrated effectiveness working independently and in multi-disciplinary team with the ability to communicate clearly and confidently and influence senior stakeholders. Problem solving skills - demonstrated ability to structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights and develop solutions aligned with strategic goals with a risk and controls mindset Strong data analytics - advanced ability to analyze and interpret data, identify themes, strengths and opportunities and rationalize data to deliver meaningful and commercial metrics for all projects. Strong MS Office skills - Excel, Share Point, Access, Word, Visio and PowerPoint. Strong time management skills, with an ability to multitask and work under pressure and engage with colleagues across regions and time zones. Preferred qualifications, capabilities and skills: Prior experience in client-facing onboarding or product development role within Custody and Fund Services is highly preferred. Prior experience in Securities Services business areas will be highly preferred. About usJPMorgan Chase & Co., 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 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.About the TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.J.P. Morgan delivers investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. Teams support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions. Clients include asset and fund managers, asset owners, banks and broker-dealers, hedge funds and alternative investors, and insurance companies.Salary: . Date posted: 04/03/2024 10:24 PM

As part of the IPB Digital Advisor & Client Solutions Product team, the IPB Product Manager, is responsible for ensuring that our Advisor's have a seamless end-to-end experience across their digital ecosystem. Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the digital product strategy and align priorities to ensure we're solving our user's biggest problems. As a Product Manager, you will be responsible for the product vision and strategies to come up with effective solutions to problems that are valuable (our users choose to use them), viable (the solution works for the business), usable (the users can figure out how to use) and feasible (our engineers have the skills and technology to implement them). IPB Digital Advisor & Client Solutions Product Manager for Advisor Toolset: You will be required to quickly learn the constraints of our business from Trading, Finance, Operations, Legal, Compliance and Privacy, as well as others, to succeed. The successful Product Manager must also contribute a deep knowledge of our users and the data about how they engage with our products, coupled with tracking of industry trends and the competitive landscape to provide wholesale Product expertise to the business. Job Responsibilities: Review and analyze the current-state of IPB advisor workflows across the advisor lifecycle: CRM, Onboarding, Wealth Planning/Advice, Trade Execution, and Portfolio Analytics & Reporting. Develop future-state along with quick-wins to improve incrementally as we drive the strategic state. Work with advisors and key stakeholders in the region to prioritize opportunities. Lead the idea-generation process: ideas, concepts, designs and roadmap for how to bring the designs to life 'on-screen' for our advisors to improve their experience. Drive change throughout the organization in partnership with digital/design, technology and our stakeholders by building a detailed roadmap to transform advisor platform, workflows and applications. Participate in our IPB Advisory Council: The monthly forum for senior advisors to engage and partner on our strategy, roadmap, priorities and projects. This group of advisors will be looking for your leadership to realize the transformation agenda. Be very 'in touch' with Advisor needs. Must be assessable, 'on the Advisor floor', and engaging in gaps in the workflow, processes and experiences. Build requirements: Evaluate business problem, request or regulatory requirement. Understand business background, risks/gaps, current operating procedure and systems workflow. Document business requirements. Lead local IPB projects: Be the lead product manager in partnership with digital, design and technology. End-to-end management and lead the product delivery across the full-lifecycle, from ideation and research to customer-facing design, advisor design, and technological development to production testing, piloting and broad rollout. Embody true "customer-obsession" in identifying and leveraging user data, industry trends, and varying forms of customer and advisor feedback to shape our onboarding design and roadmap Required qualifications, capabilities, and skills. 3+ years of experience in a Product Management/Development, Strategy or Business Analyst role, preferably in financial services; Bachelor Degree or equivalent in Computer Science, Mathematics or Economics Experience in product reviews, interaction with advisors, developing concepts and designs for future state workflows. Ability to drive concepts to execution. Ability to manage multiple products and managing product deliveries with varying timelines, priorities and complexities. Strong influencing and leadership skills to ensure execution and engagement across our leadership, advisors and execution partners. Ability to build successful internal partnerships across an organization and build consensus on priorities. Strategic mindset to ensure a proper roadmap is built for our IPB Advisor Experience Highly self-motivated and ability to remain calm under intense pressure. Excellent organizational skills, ability to multi-task and manage priorities. Strong understanding of different technological development methodologies (e.g., Agile, Waterfall) and design techniques with ability to successfully lead regardless of approach Preferred qualifications, capabilities, and skills Prior Wealth Management experience helpful. Former experience as an Advisor is a strong plusAbout usJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.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.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 04/04/2024 10:24 PM

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the PAG team to partner with the Business. As a PAG- CWM Projects Associate within the Portfolio Analysis Group, you will be responsible for performance measurement & attribution and portfolio analytics for external clients. You will also serve as a value-added source of insight, independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Your analysis will be instrumental to help external clients understand promoters of return in their portfolios and help us internally measure the effectiveness of our products and strategies. Job Responsibilities - PAG seeks a highly motivated Associate in our Bangalore office to join our CWM Projects team within Wealth Management. The primary responsibilities of this role include but are not limited to: Provide the best client service experience by understanding our client's needs and developing relationships across the organization, specifically with Client Advisors, Portfolio Managers, Middle Office, Client Reporting, RFP teams and others Become a key contributor to the department's efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools Maintain high standards of quality control checks and procedures; participate, develop and Preview controls for key business projects and business changes; be a driver of improvements Identifying the problem statement, project scope and key milestones, researching background, assessing risks and designing solution path and coordinating of meeting with key stakeholders to create robust solutions and track implementation / success criteria Prioritizing project deliverables, tracking progress, escalating risks and holding stakeholders accountable for action items and Providing various ad hoc data research and analysis as needed Assisting in developing strategic solutions and defining PAG requirements Maintaining project scorecards/key metrics for senior management and planning for future deliverables on the roadmap and facilitating design review sessions as needed Implementing increased automation processes to achieve efficiencies and ensuring that operating model enhancements are globally consistent and keping a risk and control mindset throughout project life cycle Required Qualifications, skills and capabilities: Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution CIPM/CFA or progress toward designation Comfortable in a team environment while also able to deliver on independent assignments Knowledge of portfolio accounting principles, and performance and attribution methodologies Solid analytical ability to research and analyze complex data sets Interact and communicate effectively - written and verbal - throughout all organizational levels and roles including a strong client service mentality Ability to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout the greater organization Ability to work towards tight deadlines in a high-pressure environment Ability to multi-task seamlessly while rigorously maintaining a strong attention to detail Proficiency with Excel, PowerPoint Consulting or Experience with portfolio performance, investments and/or products, and project management skills preferredAbout usJPMorgan Chase & Co., 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 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.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 03/26/2024 10:21 PM