J.P. Morgan Wealth Management - Vice President, Lending Specialist
About The Position
As a Vice President Lending Specialist within JPMorgan Wealth Management, you will serve as the primary point of contact for Financial Advisors, clients, and field leadership who need guidance on lending. You will help deliver new lending requests, develop solutions, generate business, deepen existing relationships, and promote JPMorgan’s lending capabilities. The role contributes to the growth of the lending business by sourcing and advancing opportunities, structuring solutions, and executing requests. This client-focused role involves supporting advisors and clients across a territory, educating advisors, participating in client engagements, and serving as a lending subject matter expert. You will maintain current knowledge of lending products, market trends, and regulatory requirements while helping expand the firm’s lending footprint.
Requirements
- Minimum of 6 years of financial services sales experience.
- Valid and active Securities Industry Essential (SIE), Series 7 and Series 66 licenses (63/65), or obtain them within 90 days from the start date as a condition of employment.
- Comfort with overnight travel.
- Experience with lending in a wealth management or private bank division across securities-based lending, custom lending, margin, or mortgage.
- Strong partnership and people skills, including the ability to collaborate with people across all organizational levels, from analyst to MD.
- Exceptional analytical, written, and presentation skills; ability to speak articulately and comfortably to large groups.
- Flexibility, adaptability, and ability to work under pressure.
- Ability to collaborate with partners and provide cohesive messaging across wealth management.
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.
- Lead advisor education workshops and participate in client engagement opportunities.
- Attend client meetings as the lending subject matter expert.
- Participate in creating white papers and marketing activities.
- Cover 300–500 advisors across a 2–3 regional territory.
- Make thoughtful and timely decisions in high-volume and ambiguous situations, striving for favorable outcomes for clients and the firm.
- Promote 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.
Benefits
- Competitive total rewards package, including base salary.
- Eligible roles may receive 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
Senior
Education Level
No Education Listed
