J.P. Morgan Wealth Management - Vice President, 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.
• Drive 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.
• Collaborate 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.

Required Qualifications, Capabilities, And Skills

• 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; 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
• Must be able to demonstrate flexibility and adaptability and ability to work under pressure

About Us

The J.P. Morgan Wealth Management (USWM) business 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.

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