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... ...within the Active Trader Desk (ATD) of the J.P. Morgan... ...* 1 or more years of leading people in the brokerage... ...and cities grow, delivering solutions to solve all their financial...SuggestedFull timeShift work
- 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
- Overview Shape the future of wealth management by driving innovation and growth at J.P. Morgan. As the Business Development Support Manager within J.P. Morgan Wealth... ...for field execution. Coordinate and lead training and support for sales and support teams...Suggested
$128k - $268k
...SummaryResponsible for leading and governing a team of... ...underwriters, with direct people management accountability, while... ...demonstrate a solutions-oriented, growth mindset... ...Healthcare, Asset Based Lending, Diversified, Middle... ...****@*****.***.#LI-Hybrid #J-18808-Ljbffr...SuggestedWork experience placementWork at officeImmediate startFlexible hoursNight shift- 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.Suggested
- 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
- ...Chase. As part of Risk Management and Compliance, you are... ...be best‑in‑class. As a Lead Credit Officer within... ...cycles. The Commercial Solutions Risk team specializes in... ..., and acquisition lending Superior analytical, interpersonal... .../Disability/Veterans #J-18808-Ljbffr AumniWork experience placement
- ...innovation and high performance in a leading financial institution. As... ...to deliver high-quality solutions efficiently and effectively,... ..., and presentation skills to manage and influence stakeholders... ...government clients under the J.P. Morgan and Chase brands. Our history...Temporary work
- ...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
- 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
- TwinThread is seeking a Risk Management Home Lending Risk Control Manager to oversee control functions within Consumer and Community Banking. The... ...impactful contributions in our commitment to sustainable growth and responsible business practices. #J-18808-Ljbffr TwinThread
- TwinThread is seeking a Quant Analytics Lead to join their Alternative Lending Analytics Team in Columbus, Ohio. In this role, you will partner with various... ...such as developing analytics frameworks and leading data automation initiatives. #J-18808-Ljbffr TwinThread
- ...Summary Join the Alternative Lending Analytics Team and play... .... As Quant Analytics Lead within the Alternative... ...and execution of solutions to pull and combine data... ...strategic decision‑making. Manage multiple priorities and... .../Disability/Veterans #J-18808-Ljbffr TwinThread...
- ...Chase. As part of Risk Management and Compliance, you are... ...a Risk Management Home Lending Risk Control Manager in... ...Control Self-Assessments by leading process walkthroughs... ..., and potential solutions. Internal Stakeholder... .../Disability/Veterans #J-18808-Ljbffr JPMorgan ChaseWork at office
- ...commercial banking, and asset management. Serving millions of... ...the firm operates under the J.P. Morgan and Chase brands. The Chase Consumer... ..., small business banking and lending, mortgages, credit cards, payments... ..., Business Banking, Wealth Management, Private Banking)...Work at office
- 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.
- ...within Chase Home Lending Product, Innovation... .... As a Vice President Product Strategy in... ...launch performance management, while participating... ...and scalability. Lead strategic partnerships... ...servicing—and design solutions viable end‑to‑end.... ...satisfaction. #J-18808-Ljbffr JPMorgan...
- ...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...
- ...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
$100k - $160k
...responsible for ensuring that solution decisions produce accurate results... ...AI Strategy & Innovation Lead and Execute the AI innovation... ...science, engineering, product management, and business stakeholders, to... ...Rights, Workplace Discrimination is Illegal ( #J-18808-Ljbffr...Full timeLocal areaRemote work$128k - $268k
...KeyCorp is seeking an Underwriter Lead in Columbus, Ohio, responsible for leading a team, managing underwriting activities, and providing financial analyses for credit... ...$128,000 - $268,000 annually, with additional benefits and flexible work options. #J-18808-Ljbffr...Flexible hours- A global financial services firm is seeking a Risk Management Home Lending Risk Control Manager in Columbus, Ohio. In this role, you will manage a... ...risk management or compliance, along with strong analytical and project management skills. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...innovation and high performance in a leading financial institution. As an... ...teams to deliver high-quality solutions efficiently and effectively,... ..., and presentation skills to manage and influence stakeholders... ...coaching certifications #CTC #J-18808-Ljbffr JPMorgan Chase &...Temporary work
- ...leadership, and proactive solutions that anticipate... ...Senior Retirement Product Manager within Asset... ...operational matters * Leading product launches for key... ...government clients under the J.P. Morgan and Chase brands. Our... ...J.P. Morgan Asset & Wealth Management delivers industry...Full timeWork at officeHome office
- ...The role of Enterprise Service Desk Team Lead is primarily responsible for... ...with the Service Desk Manager when appropriate and/or during... ...ability to articulate technical solutions into layman terms. Able to work... ...(11am-8pm if you are on EST time). #J-18808-Ljbffr Abacus
- ...Vice President of Partnerships, FinTech & Lending About the Company Mission-driven nationally chartered financial... ...fintechs on responsible lending solutions. Industry Banking Type... ...within existing relationships, and leading the end-to-end deal execution...
- ...Position Overview As a Home Lending Credit Forecasting Portfolio Analytics Vice President in the Risk Management and Compliance team, you help... ...actionable recommendations Experience leading people, workstreams or... ...health or physical disability needs. #J-18808-Ljbffr...Work from home
- ...conduct research and development, manage national laboratories, design... ...national security. We are seeking a Vice President (VP), Defense and Material Solutions (DMS) to lead a complex, high-impact business... ...about our other openings, please visit #J-18808-LjbffrWork at officeLocal areaRemote workFlexible hours
- As part of Wealth Management Executive Office, you are at the center of keeping JP Morgan Chase strong and resilient. The successful candidate in this position will join a... ...Management Executive Office Investigator Analyst I in J.P. Morgan Wealth Management, you will be...Work at office
- ...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
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