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.
- ...Product Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long... ...branches and 20 offices. We are seeking a Vice President to join our Capital Markets / Solutions team, focused on driving adoption and thoughtful...Suggested
$123.5k - $185k
...The J.P. Morgan Wealth Management Communications team is seeking a communications expert to lead the editorial strategy and day-to-day management... .... As a Vice President of Internal and Executive... ...cities grow, delivering solutions to solve all their financial...Suggested- ...Vice President Field Performance And Incentive Strategy At J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to... ...Advisor field force—while leading strategic initiatives that... ...and cities grow, delivering solutions to solve all their...SuggestedRemote work
$123.5k - $185k
...J.P. Morgan Wealth Management is looking for a media relations professional with... ...As a Media Relations Vice President on the Communications team... ...media. Chase is a leading financial services firm,... ...cities grow, delivering solutions to solve all their financial...Suggested- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert... ...clients with Wealth Management. As a Vice President, Private Wealth Planner within J... ...bank, affluent/high-net-worth solutions, and retirement strategies...SuggestedWork 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... ...to work under pressure Chase is a leading financial services firm, helping nearly...Full time
- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long... ...500 branches and 20 offices. As an Vice President, Investment Product Specialist in J... ...capital markets as well as investment solutions and work collaboratively with field...Work at officeRemote workFlexible hoursNight shift
- J.P. Morgan Wealth Management- Executive Director, Banking & Liquidity Specialist New... ...opportunities, proposing solutions for existing client needs,... ...Wealth Management strategy. Lead business development initiatives... ...skills, including banking, lending, investment solutions, and...Full timeTemporary workFixed term contract
- Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve... ...opportunities, proposing solutions for existing client needs,... ...Management strategy. Lead business development initiatives... ...skills, including banking, lending, investment solutions, and...Temporary workFixed term contract
- At J.P. Morgan Advisors we have been helping high-net-worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Investment Professionals... ...vast resources of one of the world's leading global financial institutions on...Work at office
- ...Job Description At J.P. Morgan Chase, our team leads the delivery of high-impact... ...the future of Chase Wealth Management. We partner across the business... ...outcomes. As a Vice President, Business Execution Lead... ...cities grow, delivering solutions to solve all their financial...
- J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise... ...deliver sophisticated products and solutions to meet their generational wealth... ...responsible for developing, implementing and leading organizational strategies. You will...
- ...Relationship Manager The Client Specialist is a sophisticated wealth expert who focuses on creating new... ...Specialist within J.P. Morgan Wealth Management, you... ...You will take the lead in uncovering and pursuing... ...Recommend customized wealth solutions and the right team to serve...
- Within JPMorgan Wealth Management, the WM Banking Product Team shapes and... ...goals. The role also leads day-to-day product stewardship... ...Banking Product Owner within J.P. Morgan Wealth Management, you will... ...to ensure delivery of solutions from research through release...Full timeBank staffWork at officeVisa sponsorship
- ...processing. We’re proud to lead the U.S. in credit... ...the most‑used digital solutions - all while ranking... ...customer segment and the J.P. Morgan Reserve card portfolio. As a Vice President, Card Product Strategy... ...Risk, Operations, and Wealth Management teams. Key...
- ...Wealth Management, Lending Policy & Guideline Manager As a Lending Policy &... ...new product offerings and leads the end-to-end product life... ...research to uncover customer solutions and integrate them into... ...government clients under the J.P. Morgan and Chase brands. Our...
- ...Field Examination Lead As the Field Examination... ...in the Asset-Based Lending (ABL) Field Examination... ...prioritization, and performance management in a fast-paced... ...innovative financial solutions to millions of... ...government clients under the J.P. Morgan and Chase brands. Our...Seasonal work
- ...Vice President – Product Owner As a Vice President – Product Owner on the JPM Wealth Management Self Directed Invest Account Opening team, you will... ..., rapidly prototype solutions, and drive modern ways of... ...continuously learning from leading product influencers and communities...Visa sponsorship
- ...Fund Administration Team Lead The Fund Administration Team... ..., which comprises 10 funds managed within the J.P. Morgan Private Bank. Governed by... ...issues, and delivering scalable solutions using tools such as Excel,... ..., and/or asset or wealth management platforms. ~ Strong...Work experience placement
- ...Vice President, Family Engagement & Governance At JPMorgan Wealth Management, we have been helping Ultra-High Net Worth (UHNW) team... ...offers clients a broad suite of solutions — including investment... ...advice and estate planning, and lending and liquidity management — with...Work at office
- Job summary As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts... ...or other advanced degree is a plus; J.D. strongly preferred Knowledge of... ...Annual Reviews, and management of overdrafts - is a plus. #J-18808-Ljbffr J.P. Morgan
$125k - $180k
Job Summary As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts... ...or other advanced degree is a plus; J.D. strongly preferred Knowledge of... ...institutional and government clients under the J.P. Morgan and Chase brands. Our history spans...- ...Transformation Office (BTO) leads critical change initiatives that... ...and advisors in the $6B+ Wealth Management business. Our programs, sponsored... ...leadership to implement solutions that support business growth... ...high-priority initiatives #J-18808-Ljbffr JPMorgan Chase &...Work at officeShift work
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer -... ...advanced degree is a plus; J.D. strongly preferred Knowledge... ...clients under the J.P. Morgan and Chase brands. Our history... ...Management delivers industry-leading investment management and...Full time
$110k - $185k
Job Description Morgan Stanley is a leading global financial services... ...securities, investment management and wealth management services.... ...Reporting to the Sales Desk Management team, the Insured Solutions Sales Hybrid is... ...F/Disability/Vet). #J-18808-Ljbffr PowerToFlyTemporary workLocal areaWorldwideHome office- Description J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and... ...and deposits. Job Summary As a Team Lead/Settlement Officer ED in Wealth Management Solutions, Trust & Estates, you will oversee a team of...
$147.25k - $215k
...Chase. As part of Risk Management and Compliance, you... ...The Quant Modeling Lead - Vice President position within MRGR... ...Marketing), Fair Lending, Technology, Control... ...innovative financial solutions to millions of consumers... ...clients under the J.P. Morgan and Chase brands....- ...Vice President, Strategic Partnerships Join... ...Business Bank, Wealth Management, Card Services,... ...Commerce, Home Lending, and Auto Lending... ...to develop and lead these strategic... ...office software solutions & CFO services,... ...Private Bank: J.P. Morgan Private Bank provides...Work at office
- Payments Trade Business Management- Balance Sheet & Capital Strategy Lead - Vice President Why you should apply... ...(F&BM) for J.P. Morgan Payments in the Commercial... ...Trade & Working Capital lending portfolio to improve... ...innovative financial solutions to millions of consumers...
- Wealth Management, Options Trader, Vice President New York, NY, United States Job Information... ...of experience, J.P. Morgan Private Bank is a... ...and comprehensive solutions to help clients... ...ManagementEquityTrading Desk is responsible for... ...delivers industry-leading investment...Full time
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