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

JPMorganChase•Columbus, OH

About The Position

J.P. Morgan Wealth Management is building a new, high-impact Lending Portfolio Solutions team to shape systematic risk-taking across wealth credit products using market, credit, and AI analytics capabilities. The team is a new first-line function created as part of a Consumer & Community Bank initiative to manage systematic risk across bank and broker-dealer credit products. This individual contributor role manages lending portfolios that include securities-based lending, margin trading, and other credit exposures originated through Self-Directed Investing, Chase Wealth Management, and JPMorgan Advisors. The Vice President coordinates a comprehensive first-line-of-defense capability and partners closely with Independent Risk, Product, Technology, and support functions to deliver disciplined growth objectives. The role calls for an entrepreneurial mindset, comfort working at the pace of markets, adaptability to changing priorities, and the ability to turn ambiguity into practical solutions.

Requirements

Undergraduate degree.
At least 7 years in an analytical, technical, trading, or research-oriented role in capital markets.
Broad financial product knowledge.
Practical professional experience with Python and associated data analytics packages.
Practical knowledge of Tableau or other business intelligence and data visualization tools.
Proficiency in Microsoft Office, including Excel, PowerPoint, and Word.
Excellent communication and interpersonal skills, including the ability to translate technical capital markets concepts for non-technical audiences.
Demonstrated ability to manage and influence senior executive stakeholders and diverse partner teams.
Strong sense of ownership and a collaborative team orientation.
Comfort working at the fast pace of markets and adapting to changing priorities.

Nice To Haves

Academic concentration in a technical discipline.
Graduate degree or professional designation.
Academic background or professional experience in financial mathematics, financial engineering, quantitative risk methodologies, or data science.
Professional experience in credit risk management, market risk management, derivatives, or hedging strategies.
Professional experience in a credit portfolio management function or lending business.
Experience with JPMorganChase proprietary risk methodologies, models, and frameworks.
Experience building or scaling new processes and frameworks during a foundational build-out phase.

Responsibilities

Manage risk-taking through the Marginal Decisioning Framework across lending portfolios.
Maintain the margin adequacy framework and drive margin factor changes as market and portfolio dynamics evolve.
Coordinate market coverage and market-driven actions with first- and second-line-of-defense partner functions.
Interpret evolving market and portfolio dynamics and translate them into actionable risk-reducing actions or lending opportunities.
Design new models and quantitative frameworks, and extend existing metrics with appropriate governance.
Ensure the quality and credibility of analytics and quantitative frameworks.
Partner with front-line teams and Independent Risk to structure innovative credit solutions and advise partners on complex portfolio queries.
Publish market-facing commentary and research.
Produce policies, procedures, and model documentation aligned with documentation guidelines.
Manage governance, escalations, forum materials, and report production for Credit Decisioning Forums and related committees.