J.P. Morgan Wealth Management - Vice President, Lending Solutions Desk Lead
JPMorgan Chase & Co.
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. Job 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 Required qualifications, capabilities, and skills 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 Preferred qualifications, capabilities, and skills 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 #J-18808-Ljbffr JPMorgan Chase & Co.
- Join the J.P. Morgan Wealth Management Service Center Team, where our investment professionals work in a... ...Service Leader within the Active Trader Desk (ATD) of the J.P. Morgan Wealth... ...capabilities and Skills 1 or more years of leading people in the brokerage industry...SuggestedShift work
- ...Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join the Wealth Planning and Advice team... ...and/or a private bank, affluent/high-net-worth solutions, and retirement strategies Bachelor's degree...SuggestedWork at office
- Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives... ...execution. Coordinate and lead training and support for sales... ...and cities grow, delivering solutions to solve all their financial...Suggested
- ...Specialist is a sophisticated wealth expert that focuses on... ...extensive experience in wealth management and effectively introduces appropriate... ...wealth management solutions, and delivers a high level of... ...a Client Specialist within J.P. Morgan Wealth Management, you will...Suggested
- ...Annuity Advisor Team Lead As an Annuity Advisor Team Lead you... ...particular emphasis on annuity solutions. In this role, you will play a... ...save to those with significant wealth, guiding them in incorporating... ...objectives for the team, and manage, track, and analyze Key Performance...Suggested
- JPMorgan Chase & Co. is looking for a Lending Desk Lead in Columbus, Ohio, to shape the lending support for Wealth Management. This role involves leading a centralized lending desk... ...to influence best practices in lending support. #J-18808-Ljbffr JPMorgan Chase & Co.
- Workplace Solutions - Executive Services - Vice President Columbus, OH, United States Job... ...Business Unit Asset & Wealth Management Posting Date 02/20/2... ...Executive Servic e Desk Team Lead in JP Morgan Workplace Solutions,... ...will be the face of J.P. Morgan to our executive...Full timeWork at office
- ...private banking/asset management, and mastery level credit/lending experience with a... ...Based Lending Team Lead within the... ...Lending products to Wealth Management. You will... ...innovative financial solutions to millions of consumers... ...clients under the J.P. Morgan and Chase brands....Immediate start
- Educu is hiring a Vice President of Lending & Member Solutions in Columbus, Ohio. This role provides executive leadership for lending and collections operations... ...overseeing lending policies and enhancing member solutions in a hybrid work environment. #J-18808-Ljbffr Educu
- ...offer EFCU is looking for a Vice President of Lending & Member Solutions (Collections) for our... ...member satisfaction while managing risk prudently. The VP partners... ...ensuring member value. Lead the development and... ...respect to employment opportunities. #J-18808-Ljbffr EducuFull timeCasual workLive inWork at officeFlexible hours
$122.55k - $201k
...Category Product Management Business Unit Consumer... ...within Chase Home Lending Product,... ...origination As a Vice President Product Strategy in... ...and scalability Lead strategic partnerships... ...servicing—and design solutions viable end‑to‑end... ...their journey. #J-18808-Ljbffr JPMorgan...Full time- ...Banking, Credit Card, Home Lending, Wealth Management and International Consumer... ...Management Credit Forecasting Vice President, within Consumer &... ...quarterly allowance process, leading analyses to assess the performance... ...or Private Banking #J-18808-Ljbffr JPMorgan Chase...Immediate start
- The Home Lending Product Transformation team is responsible... ...product lines. As a Vice President, Product Management for Home Lending... ...and delivering solutions that realize them, accelerating... ...proactively, and lead a culture of... ...champion new ideas. #J-18808-Ljbffr TwinThreadVisa sponsorshipShift work
- A leading financial services firm is seeking a Senior Home Lending Advisor to manage customer relationships throughout the loan process. This role focuses on converting leads... ...comply with regulatory requirements is essential for success. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...promoting new product growth by generating leads, closing deals, and supporting... ...focus on execution, with exposure across J.P. Morgan Payments, Embedded Finance & Solutions, clients, and the industry. As a Product Solutions Manager on the Trust & Safety team, you are...Full time
- ...supporting a fast-growing wealth management business. Leverage your expertise... ...to drive impactful solutions and collaborate with senior... ...of investment products at J.P. Morgan. If you thrive in a fast-paced... ...analytical skills. Experience leading and developing a team of...
- ...banking, and asset management. Serving millions... ...under the J.P. Morgan and Chase brands.... ...business banking and lending, mortgages, credit... ...Business Banking, Wealth Management,... ...Us Chase is a leading financial services... ...grow, delivering solutions to solve all their...Work at office
- Vice President - Product Manager - Home Lending Columbus, OH, United States and 1 more Job Identification... ...Home Lending , you will lead the charge in creating... ...deliver transformative solutions and deliver best‑in‑class... ...customer satisfaction. #J-18808-Ljbffr JPMorgan...Full timeVisa sponsorshipShift work
- ...Bank - Private Banker - Vice President or Executive Director... ...Unit: Asset & Wealth Management Posting Date: 2025-05-02, 06:01 p.m. Locations: 1111 Polaris... ...experience to clients within J.P. Morgan’s U.S. Private Bank.... ...developing thoughtful solutions, and delivering an...Full timeTemporary workWork experience placementLocal areaShift work
- Fairygodboss in Columbus, Ohio is seeking a Product Manager to lead initiatives in Home Lending. The role involves defining and prioritizing product strategies... ...-solving skills. The position offers a competitive salary and benefits package. #J-18808-Ljbffr Fairygodboss
- ...transactions, timely documentation in the case management system, appropriately remediating... ..., offers innovative financial solutions to millions of consumers, small businesses... ...institutional and government clients under the J.P. Morgan and Chase brands. Our history spans...Local area
$124.74k - $254.5k
...number one priority. With a wealth of learning and career... ...class training facility, and leading market tools, we help our... ...seeking a Lead Specialist, AI Solution Architect to join our KPMG Managed Services practice.... ...TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment...H1bLocal area- As a Content Design Vice President in Human Resources, you... ...develop, publish and manage content used by Ask... ...and drive innovative solutions to complex problems in... ...functional teams. While leading this strategically... ...government clients under the J.P. Morgan and Chase brands. Our...Full timeTemporary workFor contractorsWork at office
- J.P. Morgan is a leading asset and wealth manager in the U.S., with a rich history of prioritizing clients' interests. Our fiduciary responsibility shapes... ...Generalist Client Advisor to deliver exceptional service and solutions to financial advisors in your territory. This role...Local area
- ...Banker in Columbus, OH. The ideal candidate will manage client relationships and provide expert advice on wealth management. A strong financial services... ...offers a chance to work within a dynamic team at J.P. Morgan's U.S. Private Bank. #J-18808-Ljbffr TwinThread
- NACBA is seeking a Wealth Management Attorney to join their legal team in Columbus, Ohio. The role involves providing strategic legal guidance... ...broker-dealer and investment advisory matters within J.P. Morgan Wealth Management. The ideal candidate will have at least 10...
- ...JPMorganChase. As part of Risk Management and Compliance, you are at... ...striving to be best-in-class. As a Vice President Portfolio Risk Manager in... ...authority in wholesale lending capacity, or equivalent experience... ...Employer/Disability/Veterans #J-18808-Ljbffr TwinThreadWork experience placement
- ...part of a team to deliver comprehensive solutions to our clients in Multinational Corporations... ...Corporations team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking... ...our clients. Job Responsibilities Manage on-going client relationship management...
- As a Vice President within the Firmwide Control Program, you will promote... ...will operate as the execution lead for the program, driving... ...against defined priorities, managing dependencies, and ensuring transparency... ...to firm standards. #J-18808-Ljbffr JPMorgan Chase &...Work at office
- Join JPMorgan Chase & Co. as a Program/Project Manager and spearhead transformative projects that shape the future of our industry. In this... .... This position offers unmatched career growth and a culture committed to excellence. #J-18808-Ljbffr JPMorgan Chase & Co.
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