J.P. Morgan Wealth Management - Executive Director, Lending Specialist

Job Responsibilities

• Serve as the primary point of contact for Financial Advisors and Market Leadership, providing expert guidance on lending products and solutions to support client needs and business growth.
• Create opportunities Advisors, offering recommendations and insights based on specific credit policies and guidelines to facilitate informed decision-making.
• Demonstrate decisiveness by making thoughtful and timely decisions in high-volume and ambiguous situations, consistently striving for the best outcomes for both clients and the firm.
• Participate in projects focused on productivity improvements, compliance, and product enhancements, contributing to the ongoing evolution and success of the lending business.
• Cook with the Service Team, ensuring seamless execution of lending requests and a high standard of client service throughout the process.
• Promote broader awareness of lending capabilities and proactively identify opportunities to deepen client relationships and expand the firm's lending footprint.
• Maintain up-to-date knowledge of lending products, market trends, and regulatory requirements to serve as a trusted resource for Advisors and clients.
• Collaborate with functional partners to ensure operational excellence and superior client outcomes.

Required Qualifications, Capabilities, And Skills

• 10+ years of financial services experience in a sales and business development capacity.
• Valid and active Securities Industry Essential Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment and NMLS registration.
• Experience with lending in a wealth management division across margin, securities-based lending, and/or tailored lending solutions.
• Strong partnership and people skills; collaborate with people across all levels of the organization (analyst to MD).
• Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups.
• Organizational and time management skills; proven ability to manage multiple priorities.
• Ability to demonstrate flexibility and adaptability and ability to work under pressure.
• Availability for periodic in-market travel though the western division.