Wealth Management, Private Bank, PLP Lender, Executive Director
$165k - $325kJPMorgan Chase
Job Responsibilities: Client Engagement As the borrower's main point of contact, you will be responsible for introducing the Professional Loan Program during Firm Kick-Off calls and collaborating with the Borrower Specialist team to ensure smooth application and loan booking process Acts as the primary relationship manager regarding the application, operations and overall client and borrower experience regarding the PLP Program Partner with Lending Specialist to understand overall Firm structure, and program specific considerations Responsible for hosting ongoing calls with Firms to discuss program structure, application process, operations and introduce other key contacts. Partner with Lending Specialists to understand new Program level pipeline and upcoming Program modifications to ensure borrower specialist teams are appropriately staffed. Partnership with Borrower Specialist Partners with Borrower Specialist team to ensure tasks are appropriately executed, application process is handled correctly and all escalations are effectively managed Informing PLP Borrower Specialist team of any upcoming application surges and program level changes that may impact borrower loans (e.g. fund joiners, pricing changes) Help in the implementation of a successful program launch and origination Business Development Identifying other client opportunities within the PLP Borrower population and deepen client relationships by bringing in deposits and referring wealth advisory, trust, lending and other banking services Understand bank-wide offerings to be speak to products and services offered throughout the PB Aids in the implementation of the client lifecycle journey for your subset of PLP programs to ensure deepening of borrower relationships Required Qualifications, Capabilities and Skills: 10 years of experience in Wealth Management or Banking preferred Bachelor's Degree Demonstrated ability for sales and client relationship management Strong communication, decision-making and interpersonal skills Excellent organizational and time-management skills and attention to detail Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF 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/Veterans Base Pay/Salary New York,NY $165,000.00 - $325,000.00 / year; San Francisco,CA $165,000.00 - $325,000.00 / year #J-18808-Ljbffr JPMorgan Chase
- ...Loan Program (PLP) team, we offer... ...employees of our private equity clients,... ...funds being managed by their firms.... ...appropriately executed, application process... ...and referring wealth advisory, trust... ...and other banking services Understand... ...PLP team as a lender! #J-18808-Ljbffr...PrivateWork at office
$109.12k - $163.68k
...existing client Construct and execute marketing campaigns around... ...Investments, Credit, Cash Management, and Financial Planning... ...deliver Citi's full suite of banking and wealth management solutions to our... ...experience Job Family Group: Private Client Coverage Job...PrivateFull time$150k - $250k
...firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's... ...part of our culture. We are seeking an Executive Director Transactor to help grow our Private Share and Programmatic Lending (PSL) business...PrivateTemporary workWorldwide$115k - $270k
...Product Manager As a Product Manager, you will be... ...modernize and reinvent the Wealth Management digital... ..., managing project execution, and performing testing... ...investment management, banking and comprehensive advice... .... Goldman Sachs Private Wealth Management (PWM...PrivateFull timeTemporary workPart timeWork experience placement- ...planning technology at J.P. Morgan Wealth Management. Leverage your expertise to... ..., you will define and execute the vision for advisor planning... ...(CFA®), or Certified Private Wealth Advisor (CPWA®) Bring... ...wealth management or private banking at a wirehouse, major bank,...PrivateHome officeShift work
- ...Aura By Hex Trust Relationship Manager Aura by Hex Trust is the private wealth business of Hex Trust. We bring institutional-grade digital asset infrastructure... ...clients globally: funds, family offices, banks, foundations, token issuers, payment firms, OTC desks...PrivateWork at office
- ...Solutions Team Vice President J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset... ...industry experience, preferably within wealth management, private banking, or brokerage firms ~ Specific knowledge of investment products...PrivateRemote work
$190k - $255k
...Description Summary: Lender Finance originates both recourse and... ...in revenue and assets for the bank, leading newly structured transactions... ...banks’ transactions. The Managing Director, Originations – Lender... ...credit-based products, insurance, wealth management, etc.). Act as...Local areaRemote work- ...Description Join J.P. Morgan as a Managing Director and Global Head within Credit Risk... ...risk oversight across Global Private Bank and JPMorgan Wealth Management Businesses. As the Managing... ..., setting vision, governance, and execution standards across risk measurement...Private
- ...Private Banker We are actively looking for exceptionally talented individuals who... ...clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...families on building, preserving and managing their wealth. You will use your knowledge of investments...PrivateTemporary workWork experience placementLocal area
$150k - $200k
...Job Description Job Description Position: Private Banking Lender – Vice President Department: New York Private Bank & Trust Reports... ...obtain all mandatory compliance information on a timely basis Manage all aspects of department reporting and distribution...PrivateFull timeContract workWork at office- ...Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the... ...estate products through the Private Wealth channel. In this role you will be a leading... ...business and the JP Morgan Private bank. Private Wealth Alternatives in the U...Private
- ...Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the... ...‑estate products through the Private Wealth channel. In this role you will be a leading... ...business and the JP Morgan Private bank. Job Responsibilities Collaborate...Private
- ...and collaborating effectively with C-suite executives and partners, as well as driving consistently... ...performance in teams. As a Communications Executive Director in US Wealth Management and member of the Consumer & Community Banking (CCB) Communications leadership team, you...
- ...Corporate Development Legal Team to help bring household-name partnerships to life across Consumer & Community Banking, Asset & Wealth Management, and the Private Bank. You’ll lead drafting and negotiation of complex strategic agreements—from payment network and co‑...PrivateContract work
- ...Job Description The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (... ...Private Client, marking the initial engagement of bank-only clients with Wealth Management. As a...PrivateWork at office
$170k - $246.5k
...Advisors, Trust Officers and Wealth Advisors Focus on qualified... ...Ten plus years' experience in Private Banking or Financial Services... ...Demonstrated understanding of wealth management including, but not limited... ...investments Able to execute trades smoothly and seamlessly...Private- ...six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services... ..., trust and banking capabilities. JPMorgan Private Bank was recognized in 2015 by Euromoney as...PrivateBank staff
- ...Advisors, Trust Officers and Wealth Advisors Focus on qualified... ...Ten plus years' experience in Private Banking or Financial Services... ...Demonstrated understanding of wealth management including, but not limited... ...investments Able to execute trades smoothly and seamlessly...Private
- ...First Citizens in Georgia is seeking a Private Banker to join its Wealth Management division. The role focuses on acquiring and managing relationships with High Net Worth clients, providing tailored banking solutions to meet their financial needs. Qualified candidates...Private
$225k - $350k
...first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to... ...for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning...PrivateTemporary workWork experience placementLocal area- ...Company Top-tier global investment bank Industry Financial Services... ...Employees 10,001+ Categories Asset Management Financial Services Lending... ...institutional consulting wealth management and private wealth management private wealth...PrivateWork experience placement
- Executive Director Private Bank, Portfolio Solutions Group - Head of Equity Investment Specialists J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high...PrivateWork at officeLocal area
- ...Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management’s Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in the CIO Equities team. In...PrivateBank staff
- ...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ..., legacy, and other life goals through investment advice and banking convenience. Responsibilities Develop the group’s investment...PrivateWork from homeShift workDay shift
- ...are seeking experienced Senior Wealth Advisors to join their team in... ...a plus Background in RIA, private bank, or wirehouse environments Strong relationship management and planning expertise Leadership... ...serving clients. Seniorities Director Employment Full-time Job function...PrivateFull timeWork at officeLocal areaRemote work
- ...Job Description As part of Wealth Management Solutions, the U.S. Funds... ...into clear recommendations and executive-ready materials ~ Proven... ...are a leader in investment banking, consumer and small business... ...leading investment management and private banking solutions. Asset...Private
- ...Circles Trust, which comprises 10 funds managed within the J.P. Morgan Private Bank. Governed by the SEC and the 1940... ...fund space, ensuring timely execution, documented governance, and cross-... ...fund administration, and/or asset or wealth management platforms. ~ Strong...PrivateWork experience placement
- A leading financial services company in New York is seeking a Summer Analyst for its Asset & Wealth Management division. This role involves understanding client needs and developing financial strategies within a team of experts. Ideal candidates will be pursuing a Bachelor...PrivateFull timeSummer workInternship
- ...success and the goals of the bank, while fostering a culture of... ...consistent focus on relationship management, not portfolio management... ...Disability/Veterans Branch-based Private Client Advisor offers... ...Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
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