JP Morgan Chase & Co.

Wealth Management, Private Bank, PLP Lender, Executive Director

JP Morgan Chase & Co.$200K — $250K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10 years of experience in Wealth Management or Banking preferred
  • Bachelor’s Degree
  • Demonstrated sales and client relationship management skills
  • Strong communication, decision-making, and interpersonal skills
  • Excellent organizational and time-management skills with attention to detail
  • Proactive with the ability to execute projects with limited supervision
  • Experience with Microsoft Office including Excel, PowerPoint, and Adobe PDF

Responsibilities

  • Serve as the main contact for borrowers during Firm Kick-Off calls and ensure a smooth application process
  • Act as the primary relationship manager for the PLP Program and oversee client experiences
  • Collaborate with Lending Specialists to navigate Firm structure and specific program considerations
  • Host ongoing calls with Firms to discuss program details and introduce key contacts
  • Ensure the Borrower Specialist team executes tasks correctly and manages escalations effectively
  • Inform the team of application surges and changes affecting loan borrowers
  • Identify additional client opportunities to deepen relationships and enhance service offerings

Benefits

  • Access to tailored loan programs for employees of private equity clients
  • Opportunity to work collaboratively with a team across various departments
  • Engagement with high-level clients in a unique financial setting
  • Potential for business development and expanding client relationships
  • Comprehensive understanding of banking and wealth management services
Full Job Description
JOB DESCRIPTION

As apart of the Professional Loan Program (PLP) team, we offer tailored loan programs to employees of our private equity clients, to enable them to personally co-invest in the funds being managed by their firms. We also use the PLP to offer loans or lines of credit to new partners at professional service firms to finance their partnership equity purchases. This role will work closely with key stakeholders across the Firm — such as Private Bankers, Credit Risk, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team.

Job Responsibilities:

Client Engagement

  • As the borrower’s main point of contact,  you will be responsible for introducing the Professional Loan Program during Firm Kick-Off calls and collaborating with the Borrower Specialist team to ensure smooth application and loan booking process
  • Acts as the primary relationship manager regarding the application, operations and overall client and borrower experience regarding the PLP Program
  • Partner with Lending Specialist to understand overall Firm structure, and program specific considerations 
  • Responsible for hosting ongoing calls with Firms to discuss program structure, application process, operations and introduce other key contacts. 
  • Partner with Lending Specialists to understand new Program level pipeline and upcoming Program modifications to ensure borrower specialist teams are appropriately staffed. 

Partnership with Borrower Specialist

  • Partners with Borrower Specialist team to ensure tasks are appropriately executed, application process is handled correctly and all escalations are effectively managed
  • Informing PLP Borrower Specialist team of any upcoming application surges and program level changes that may impact borrower loans (e.g. fund joiners, pricing changes) 
  • Help in the implementation of a successful program launch and origination 

Business Development

  • Identifying other client opportunities within the PLP Borrower population and deepen client relationships by bringing in deposits and referring wealth advisory, trust, lending and other banking services 
  • Understand bank-wide offerings to be speak to products and services offered throughout the PB
  • Aids in the implementation of the client lifecycle journey for your subset of PLP programs to ensure deepening of borrower relationships


Required Qualifications, Capabilities and Skills:

  • 10 years of experience in Wealth Management or Banking preferred
  • Bachelor’s Degree
  • Demonstrated ability for sales and client relationship management
  • Strong communication, decision-making and interpersonal skills
  • Excellent organizational and time-management skills and attention to detail
  • Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision
  • Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF

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.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

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.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

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.

Preparing Your Job Application

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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