J.P. Morgan Wealth Management - Executive Director, Custom Lending Specialist
About The Position
As a Custom Lending Specialist within J.P. Morgan Chase Wealth Management, you will serve as a trusted lending expert and the primary point of contact for Financial Advisors, ultra-high-net-worth clients, and Market Leadership. You will design and deliver custom lending solutions across commercial real estate, unsecured lending, restricted stock and concentrated equity-related financing, and other tailored specialty structures. The role supports complex liquidity and financing objectives while balancing clients’ circumstances, balance-sheet complexity, and broader wealth-management goals with disciplined risk management and strong execution. You will deliver new lending requests, originate and expand business, deepen existing relationships, and promote the full suite of J.P. Morgan Wealth Management lending capabilities. Through consultative guidance, you will help advisors identify credit opportunities that can support client outcomes and long-term relationships. You will partner with internal stakeholders on structuring, underwriting, execution, servicing, escalations, and operating improvements, while contributing to the growth and development of specialty lending within Wealth Management.
Requirements
- Minimum of 10 years of financial services experience.
- Active Series 7 and Series 66 licenses (or Series 63/65), or ability to obtain them within 120 days of the start date as a condition of employment; NMLS registration is also required.
- Experience with lending in a wealth management division across mortgage, margin, and/or securities-based lending.
- Strong partnership and interpersonal skills, including the ability to collaborate across organizational levels from analyst to Managing Director.
- Exceptional analytical, written, and presentation skills; ability to speak articulately and comfortably to large groups.
- Organizational and project-management skills, with the ability to manage multiple priorities.
- Flexibility and adaptability, including the ability to work under pressure.
Responsibilities
- Serve as the primary point of contact for Financial Advisors and Market Leadership, providing guidance on lending products and bespoke credit solutions across commercial real estate, unsecured lending, restricted stock/concentrated equity, and other tailored structures.
- Identify, qualify, and advance lending opportunities with Advisors through consultative recommendations aligned with credit policies, risk appetite, and client objectives.
- Design credit strategies for ultra-high-net-worth clients that balance liquidity needs, asset complexity, and broader wealth goals with disciplined underwriting and prudent risk management.
- Make thoughtful and timely decisions in high-volume, ambiguous, and time-sensitive situations to optimize outcomes for clients, Advisors, and the firm.
- Coordinate end-to-end execution of new lending requests with underwriting/credit, product, and operations teams, including structuring and documentation progression.
- Support the Service Team by addressing processing bottlenecks, exceptions, and escalations and maintaining service standards.
- Promote awareness and adoption of lending capabilities by equipping Advisors with talking points, positioning, and solution pathways.
- Maintain expertise in lending products, market dynamics, and applicable regulatory and compliance requirements, and advise Advisors and clients on structuring considerations and policy parameters.
- Collaborate with credit risk, legal, operations, product, and leadership partners to manage escalations and improve operational performance and client outcomes.
- Contribute to strategic initiatives and projects related to productivity, controls and compliance, process improvement, and product enhancements.
Benefits
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
