VP, Bespoke Lending Solutions for UHNW Clients
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Custom Lending Specialist to provide tailored lending solutions for ultra-high net-worth clients. This role requires over 6 years of financial services experience and active securities licenses. You will collaborate with Financial Advisors and various teams to execute credit strategies and enhance the wealth lending platform, ensuring high-quality client experiences. The position demands strong analytical skills, flexibility, and the capability to manage multiple priorities in a dynamic environment. #J-18808-Ljbffr JPMorgan Chase & Co.
$85k - $270k
...leading global financial services firm in San Francisco is looking for a Regional Lending Advisor (Vice President) to provide sophisticated credit solutions for Ultra-High-Net-Worth clients. This role involves strong collaboration with Private Wealth Advisors and...Suggested$85k - $270k
...AWM) , Goldman Sachs empowers clients worldwide to reach their... ...management, banking, and tailored lending solutions. Within AWM, the Private... ...lenders and specialists provide bespoke solutions secured by a wide... ...to Ultra‑High‑Net‑Worth (UHNW) clients. The RLA partners closely...SuggestedFull timeTemporary workPart timeWorldwide- Citigroup Inc. is seeking a Vice President, Lending Advisor to support Citigold and Citi Private Client segments in San Francisco. This role involves partnering... ...with Wealth Advisors to provide strategic lending solutions while ensuring compliance and risk management. The...Suggested
$157.04k - $235.56k
Citi is looking for a Vice President, Lending Advisor in San Francisco, California, to support Citigold and Citi Private Client segments. The role involves partnering with Wealth Advisors to integrate lending solutions, guiding clients on loan structures, and promoting...Suggested$85k - $270k
...Goldman Sachs helps empower clients and customers around the world... ...business provides digital solutions for customers to better spend... ...Private Wealth Advisors to deliver bespoke financing solutions,... ...Capital Markets (Securities-Based Lending) will play a critical role...SuggestedFull timeTemporary workPart time$250k - $280k
...ROLE OVERVIEW Reports to: SVP Strategy & Client Success Location: US-based, Remote/Hybrid | Travel: ~25–30% domestic The VP, Client Strategy will serve as a senior strategy... ...a strategic business driver — not a point solution Provide senior strategic direction operating...Remote workShift work$300k
...VP, AI Solutions – (Confidential Search) San Fransisco, United States | Posted on 12/10/2025 Salary Competitive base salary in the region... ...demanding customers, this role will feel very familiar. Our client is building AI and data solutions that power some of the most...Remote workFlexible hoursShift work$157.04k - $235.56k
Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our Lending... ...-net-worth clients. The VP Lending Advisor balances... ...advising Affluent, HNW, and UHNW clients on lending solutions...$200k - $250k
...located in San Francisco is seeking a Vice President, Integrated Solutions Delivery. This key leadership role involves overseeing the... ...acumen. This position emphasizes safety, energy efficiency, and client satisfaction. Competitive salary offered between USD 200,000 to...- A leading financial institution is seeking a Cross Currency Solutions Product Sales Specialist, Vice President, in San Francisco. This role involves combining client-facing work with a market-oriented product set to manage cross-currency payment flows. Responsibilities...
- ...leading financial services firm in San Francisco seeks a Cross Currency Solutions Product Sales Specialist. The role involves driving growth for foreign exchange payments solutions, building client relationships, and collaborating with various stakeholders. Required expertise...
- A leading financial services firm in San Francisco is seeking a Platform Solutions Client Advisor to enhance tax management services for RIA clients. This role demands a depth of understanding in wealth management and sales experience spanning over 10 years. The advisor...
- ...Management is committed to providing exceptional service to our clients and business partners. Our sales and client serviceteams,... ...challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them...Work at office
- As a Custom Lending Specialist within JPMorganChase Wealth Management, you will serve as a solutions-oriented lending resource and key point of contact for Financial Advisors, ultra-high net-worth clients, and Market Leadership. In this fast-paced role, you will help structure...
- ...Francisco. The ideal candidate will have a proven track record in client development and business acumen. Responsibilities include... ...and institutional clients and marketing comprehensive business solutions. This full-time role offers an exciting opportunity to engage with...Full time
$225k - $300k
...Stifel strives for a culture that puts its clients and associates first: a culture where... ...banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading... ...Advanced knowledge in venture lending/structuring, underwriting, and portfolio...Flexible hours$200k - $260k
...Job Title: Client Partner – Banking Location: San Francisco, CA / Remote (Bay area / Silicon Valley area preferred) Base Salary - $2... ...banks. This is a pivotal role that blends relationship management, solution consulting, and strategic advisory to drive transformational...Remote work- ...practice dedicated to impact-first climate investing. This role will involve crafting strategies to integrate catalytic capital into client portfolios. Key responsibilities include designing the advisory practice, translating climate deal structures, and educating the...
$250k - $300k
...VP of Product at OneNotary, Inc. This is a job that Jill, our... ...roadmap, scaling embedded API solutions for regulated industries like... ...regulated KYC, fraud deflection, and lending. Build and mentor a world-... ...'s network. Sometimes Jill's clients ask her to anonymize their...$321.4k
...North America Risk & Security Intelligence Solutions (RAS) business-a cornerstone of our Value... ...enterprise relationship management. As VP of North America RAS Sales, you'll command... ...'ll work at the strategic apex of Visa's client relationships, where deep industry...Work experience placementWork at officeLocal areaRemote work3 days per week$250k - $280k
...Simbe-Robotics is seeking a VP, Client Strategy to lead the North American mid-market strategy. The role involves direct engagement with priority clients, overseeing strategic expansion, and collaborating with senior leadership. The ideal candidate will have a strong...Remote work- ...world. We offer flexible banking solutions for start-ups, scale-ups,... ...connections or creative and bespoke capital solutions, we power ideas... ...our colleagues in Innovation Lending, Relationship Advisors,... ...streamlined banking experience for the client. Role Expectations - What...Flexible hours
$193.5k - $406.5k
...emerging alternative data use cases, ensuring solutions meet local market needs while aligning to... ...to financial products, underwriting, or lending, with a strong understanding of credit... .... TransUnion's Internal Job Title: VP, Product Management Company:...Full timeWork experience placementWork at officeLocal areaFlexible hours2 days per week- ...20 offices. As an Executive Director, Lending Specialist within JPMorgan Wealth Management... ...lending sales professional - driving client outcomes and acting as a key resource for... ..., structuring sophisticated solutions, and ensuring disciplined execution that...
- ...VP, Team Leader, Client and Treasury Management Job Description Posted Friday, May 15, 2026 at 10:00 AM Our ideal candidate : We are seeking... ...utilize depository/cash management services in addition to lending and credit card opportunities; calls on commercial, small business...Full timeContract workWork at officeLocal areaWork from homeMonday to Friday
$250k - $280k
Medium is seeking a VP of Client Strategy to lead the North American mid-market portfolio. This role demands a senior strategist who can build trust with retail executives and drive substantial commercial outcomes. The right candidate will have at least 12 years of strategy...Remote job- ...and develop relationships with nonprofit clients. The role involves acquiring new clients and focusing on commercial banking solutions tailored to the healthcare and education sectors... ...have over five years of experience in lending, a strong understanding of Commercial...Full time
$132k - $180k
...management and advisory services. BlackRock offers a range of solutions - from rigorous fundamental and quantitative active management... ...strategies designed to gain broad exposure to capital markets. Our clients can access our investment solutions through a variety of...Work at officeLocal areaWork from homeFlexible hours1 day per week- ...A leading professional services advisor is seeking a seasoned professional to manage client relationships and deliver solutions. The candidate will oversee engagements, ensuring quality control and client satisfaction, while also developing new client opportunities. Ideal...Remote work
- JPMorganChase is seeking a Client Specialist focused on wealth management, addressing the needs of High Net Worth individuals. This role... ...advisors, generating new assets, and delivering tailored solutions. Ideal candidates have assessments such as Series 7, 63, 65 licenses...
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