J.P. Morgan Wealth Management - Vice President, Lending Solutions Desk Lead

JPMorgan Chase & Co.•Columbus, OH

13h

About The Position

Shape how lending support scales across a growing Wealth Management business—while building talent and elevating the client experience. As the Lending Desk Lead within JPMorganChase Wealth Management, you will lead and develop a centralized lending desk that supports Financial Advisors and market leadership. You will act as a player-coach—balancing senior, complex lending support with day-to-day desk leadership—while building a scalable operating model that standardizes best practices, improves execution, and reinforces disciplined risk management and policy alignment.

Requirements

Minimum 6 years of financial services experience
Valid and active SIE, Series 7, and Series 66 (or 63/65), or ability to obtain within 120 days of start date
Wealth management lending experience across mortgage, margin, and/or securities-based lending
Strong partnership and people skills with the ability to collaborate across all organizational levels
Exceptional analytical, written, and presentation skills, including comfort presenting to large groups
Strong organizational and project management skills with the ability to manage multiple priorities
Flexibility, adaptability, and ability to perform under pressure in a dynamic environment

Nice To Haves

Experience leading a centralized desk or shared-services operating model
Demonstrated ability to define and use KPIs to improve service quality, capacity, and outcomes
Experience partnering with technology and operations teams to implement workflow tooling or automation
Proven people leadership experience, including coaching and talent development

Responsibilities

Lead as a player-coach by balancing senior case coverage with management of the centralized lending desk supporting Financial Advisors and market leadership
Execute the desk coverage model, engagement routines, and service standards to ensure consistent responsiveness and quality
Develop repeatable playbooks, talk tracks, and opportunity frameworks aligned to credit policy and risk appetite
Provide structuring and execution support by coordinating with credit, underwriting, product, legal, and operations partners
Mentor and develop junior team members through coaching, training, case reviews, and quality controls
Own intake, prioritization, and triage of inbound requests, including timely escalation of exceptions and risks
Drive scale by partnering with operations and technology to streamline workflows, standardize processes, and introduce automation