Wealth Management, Private Bank, PLP Lender, Executive Director

JPMorgan Chase & Co.•New York, NY

About The Position

JPMorgan Chase & Co. is a leading global financial services firm with over 240,000 employees and operations in over 60 countries, operating across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors. J.P. Morgan Private Bank advises the world’s wealthiest families, offering advice, solutions, and services across investments, wealth planning, credit, and banking. This role is part of the Professional Loan Program (PLP) team, which offers tailored loan programs to employees of private equity clients for co-investment, and loans or lines of credit to new partners at professional service firms to finance their partnership equity purchases. The position involves working 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.

Requirements

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

Responsibilities

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.
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
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

Benefits

competitive total rewards package including base salary determined based on the role, experience, skill set and location
commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
comprehensive health care coverage
on-site health and wellness centers
a retirement savings plan
backup childcare
tuition reimbursement
mental health support
financial coaching

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