JP Morgan Chase & Co.

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

JP Morgan Chase & Co.$150K — $200K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in financial services with a focus on sales and business development.
  • Active Series 7 and Series 66 licenses (or ability to obtain them within 120 days).
  • Experience in lending within a wealth management context, including margin and securities-based lending.
  • Strong collaboration skills across all organizational levels.
  • Excellent analytical, communication, and presentation abilities.
  • Effective time management and organizational skills, capable of handling multiple priorities.
  • Flexibility to adapt and thrive under pressure.

Responsibilities

  • Serve as the main contact for Financial Advisors and Market Leadership regarding lending solutions.
  • Identify and create opportunities for Advisors with strategic recommendations aligned to credit policies.
  • Make timely, informed decisions during high-volume and complex situations to benefit clients and the firm.
  • Engage in productivity and compliance enhancement projects to drive the lending business forward.
  • Support the Service Team to ensure efficient and high-quality execution of lending requests.
  • Increase awareness of lending services to broaden client relationships and expand the firm's market presence.
  • Stay informed on lending products and regulatory trends to effectively support Advisors and client needs.
  • Work with various teams to ensure operational excellence and optimal client outcomes.

Benefits

  • Opportunity for strategic autonomy in market approach.
  • Support for innovative solutions and idea testing in lending.
  • Collaborative work environment with multiple functional partners.
  • Access to a full suite of J.P. Morgan's wealth lending capabilities.
  • Continuous professional development through targeted advisor education.
Full Job Description
As an Executive Director, Lending Specialist within JPMorgan Wealth Management, you will serve as a dedicated lending sales professional - driving client outcomes and acting as a key resource for lending situations of varying complexity across advisors, clients, and market leadership in the western division. In this high-impact, fast-paced role, you will own your market's lending pipeline end-to-end: identifying opportunities, structuring sophisticated solutions, and ensuring disciplined execution that delivers exceptional client outcomes while protecting the firm. You will directly contribute to the expansion of our high-growth lending business by originating and accelerating new opportunities, creating new and deepening existing relationships, and championing the full suite of J.P. Morgan's wealth lending capabilities through proactive engagement, targeted advisor education, and consultative partnership. You will be empowered to operate with autonomy and discretion-strategically planning your market approach, developing new business, and bringing original thinking to how lending solutions are positioned within the broader wealth management dialogue with clients and advisors. This is a thought-leading role where you will be supported in testing new ideas, raising awareness of lending capabilities, and shaping how the team engages the market in the spirit of continuous business development. You will operate as a collaborative partner across credit, risk, product, operations, and service to resolve challenges, remove friction, and continuously strengthen the client experience. You will bring a forward-looking mindset, contributing to strategic initiatives and elevating performance through data-driven prioritization and sustained accountability. This is a visible opportunity for a driven, client-focused sales professional to meet the regional lending needs of our clients and advisors, enhance advisor productivity, and set a higher bar for service, risk management, and execution across the western division. 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. - 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 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 - Must be able to demonstrate flexibility and adaptability and ability to work under pressure - Availability for periodic in-market travel though the western division 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.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

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JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

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Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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