J.P. Morgan Wealth Management - Executive Director, Lending Specialist

JP Morgan Chase

Asset Management

San Francisco, CA - USA

Vice President

Experteer Overview

In this role you drive bespoke lending solutions for ultra-high-net-worth clients within JPMorganChase Wealth Management. You act as a trusted advisor to Financial Advisors and Market Leadership, shaping credit strategies and coordinating cross-functional execution. You’ll balance liquidity needs with asset complexity while maintaining disciplined risk management. You will influence growth by expanding the lending footprint and elevating advisor confidence through consultative guidance.

Compensation / Benefits

base salary considered with role and location
commission-based pay and/or discretionary incentive compensation
comprehensive health care coverage
retirement savings plan
tuition reimbursement
mental health support

Responsibilities

Serve as primary contact for Financial Advisors and Market Leadership on JPMorganChase lending products and bespoke credit solutions across CRE, unsecured, restricted stock/concentrated equity, and tailored structures
Identify and qualify lending opportunities with Advisors, delivering recommendations aligned to credit policies and client objectives
Design credit strategies for ultra-high-net-worth clients balancing liquidity, asset complexity, and wealth goals
Make decisive, timely decisions in high-volume, time-sensitive situations to optimize client and firm outcomes
Coordinate end-to-end execution of new lending requests with underwriting, product, and operations
Support the Service Team to ensure seamless processing and responsive service
Champion awareness of lending capabilities with Advisors to deepen relationships and expand lending footprint
Maintain current expertise on lending products, market dynamics, and regulatory requirements as a trusted resource
Collaborate with credit risk, legal, operations, product, and leadership to deliver operational excellence and improve client outcomes
Contribute to strategic initiatives focused on productivity, controls, process improvement, and product enhancements

Key requirements

Minimum of 10 years in financial services
Active Securities Industry Essentials Series 7 & 66 (63/65) licenses, or ability to obtain within 120 days and NMLS registration
Experience with lending in wealth management across mortgage, margin, and/or securities-based lending
Strong partnership and people skills across organizational levels
Exceptional analytical, written, and presentation skills
Organizational and project management abilities; multitasking under pressure

collaboration communication adaptability lending and credit structuring risk analysis regulatory compliance knowledge

Description

In this role you drive bespoke lending solutions for ultra-high-net-worth clients within JPMorganChase Wealth Management. You act as a trust…

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