Global Head of Lending Value Strategy, Private Banking, Executive Director
JPMorgan Chase
Global Head of Lending Value Strategy, Private Banking (Executive Director)Role SummaryAs Global Head of Lending Value Strategy, you will own the global vision, roadmap, and day-to-day effectiveness of LV analytics as a decisioning engine across marketable-secured lending and adjacent derivatives solutions. You will design a scalable framework that advisors can explain, clients can trust, and the firm can defend—translating model outputs into clear policies, controls, and front-line tooling that enable responsible growth. You will set global standards while managing regional regulatory nuances.Job Responsibilities:Set the global LV governance vision and multi-year roadmap aligned to business strategy, capital optimization, and regulatory themes, ensuring LV analytics are embedded from origination through ongoing monitoring and remediation.Co-own with Risk the end-to-end LV framework covering client tiering, portfolio and netting suitability, exception approvals, and LV standards for new products and strategies, with clear roles, controls, and escalation paths.Lead the first-line market-stress response while maintaining clear accountability, disciplined breach remediation, and rapid mitigants across overlays, hedging, margin/collateral, and client actions.Client & Advisor Experience DesignDefine the target client and advisor journey under the new LV framework, including what is explainable at point-of-sale, what is transparent post-origination, and how outcomes and actions are communicated in normal conditions and during volatility.Translate LV analytics into advisor-ready decision logic and standardized explanations (drivers, required actions, approval paths), enabling consistent outcomes for clients.Build “speed-to-yes” through clear segmentation, thresholds, and pre-defined approval paths, supported by front-line tooling and MI (dashboards, alerts, exception evidence).Securities-Based Lending Product StrategyRedefine the global Securities-Based Lending (SBL) product strategy using LV as the core decisioning and portfolio management engine, balancing commercial enablement with disciplined risk appetite, suitability, and capital constraints.Set SBL segmentation and client-tier propositions aligned to lending capacity, terms and collateral constructs, supported by product guardrails and scalable standard solutions.Maintain a controlled pathway for bespoke solutions and new products/strategies (including structured notes and similar solutions), ensuring indicative LV methodologies and monitoring plans are defined and governed before commercialization.Governance & RiskCo-own global client tiering standards for Portfolio LV and netting, including segmentation logic, thresholds, and required controls, harmonized with Suitability frameworks and regional regulations, and govern methodology changes and documented regional deviations.Co-define and co-approve LV methodologies and thresholds for new products and strategies, and act as 1st line of defence sign-off for LV considerations within the new product approval process.Set quantitative LV-related risk appetite statements by product, region, and client tier, calibrated to stress outcomes and capital constraints, and oversee live monitoring, alerts, breach remediation, temporary stress overlays, and post-event reviews that translate lessons into durable policy or model changes.Required Qualifications, Skills and Capabilities:12–15+ years in first-line governance, market or credit risk, product governance, or quant risk within lending/derivatives, with meaningful lending advisory and/or structuring experience.Demonstrated risk-management judgment with strong lending product and structuring expertise in a complex, multi-region environment.Deep familiarity with structured notes, derivatives, netting/collateral mechanics, and purpose/non-purpose loan frameworks, with comfort engaging regulators and auditors.Technical and AnalyticalStrong LV methodology literacy and the ability to translate model outputs into practical overlays, policies, and decisioning standards that can be implemented at scale.Facility with portfolio analytics, stress testing concepts, and performance MI, including setting standards for monitoring and breach management.Ownership mindset for tools, data, and lineage: define technology requirements in partnership with the Product team.Leadership and InfluenceProven committee leadership and executive communication; decisive and calm under stress.Ability to influence senior stakeholders across Front Office, Risk, Legal, Compliance, Regulatory Relations, Treasury, and Quant Analytics; strong negotiation and prioritization skills.Enterprise mindset with sensitivity to regional regulatory nuances, balancing global consistency with controlled local adaptation. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Full timePosting Date: 2026-06-24
$225k - $300k
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