Wealth Management, Private Bank, PLP Lender, Executive Director

As part of the Professional Loan Program (PLP) team, we offer tailored loan programs to employees of our private equity clients, to enable them to personally co‑invest in the funds being managed by their firms. We also use the PLP to offer loans or lines of credit to new partners at professional service firms to finance their partnership equity purchases. This role will work closely with key stakeholders across the Firm — such as Private Bankers, Credit Risk, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team. 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. Join the PLP team as a lender! #J-18808-Ljbffr J.P. Morgan