J.P. Morgan Wealth Management - Vice President, Lending Specialist

About the role

As a Lending Specialist within J.P. Morgan Wealth Management (USWM), you will offer comprehensive lending expertise, acting as the primary point of contact for Financial Advisors, Clients, and Market Leadership. USWM is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors, and Self-Directed—our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.

In this high-impact and fast-paced role, you will provide seamless execution of new lending requests, design innovative solutions, and help clients and advisors unlock new opportunities for growth and financial success. Your work will directly contribute to the expansion of our high-growth lending business by generating new business, deepening existing relationships, and championing the full suite of J.P. Morgan's lending capabilities. You will empower advisors to confidently address client needs and proactively identify new ways to add value while collaborating with internal teams to resolve production, quality, and escalated client service or risk-related issues.

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.
• Drive opportunities for Advisors by 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.
• Coordinate with and provide support to 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 across functional partners to ensure operational excellence and superior client outcomes.

Requirements

• 6+ years of financial services experience.
• 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.
• Experience with lending in a wealth management division across mortgage, margin, and/or securities-based lending.
• Strong partnership and people skills; ability to 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 project management skills; proven ability to manage multiple priorities.
• Ability to demonstrate flexibility, adaptability, and work under pressure.

Benefits

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. 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.