Senior Wealth Lending Strategist
JPMorgan Chase & Co.
JPMorgan Wealth Management is seeking a Lending Specialist to serve as the primary point of contact for Financial Advisors, Clients and Market Leadership, delivering expert lending guidance and seamless execution of new lending requests. In this high‑impact, fast‑paced role you will expand the lending footprint, deepen relationships, and collaborate with internal teams to ensure operational excellence and exceptional client outcomes across the region. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Lending Strategist in Atlanta, GA vacancy
- JPMorgan Chase’s Wealth Management division seeks a Lending Specialist to serve as the primary contact for Financial Advisors and clients, delivering lending guidance and end-to-end support for mortgage, margin, and securities-based lending. You will drive growth, expand...Senior
- ...Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and centers of influence (COIs) to acquire new clients. Complete...SeniorWork experience placementWork at office
SunTrust Investment Services, Inc.
Atlanta, GA4 days ago - Truist Wealth is seeking an experienced professional to manage complex financial planning for High Net Worth clients (typically $5MM+). You will deliver comprehensive analyses and actionable recommendations, coordinating with wealth advisors and COIs to drive client outcomes...Senior
- Truist seeks a Wealth Omni Digital Senior Strategist to drive cross‑channel digital experiences for clients and teammates. You will define strategy, prioritize AI-enabled capabilities, and lead adoption with vendors and internal teams in a fast-paced wealth environment....Senior
- A financial services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients. You will lead discovery meetings, conduct financial assessments, and create tailored wealth strategies. Applicants should have a Bachelor...SeniorFull timeRemote work
- Job Type Regular Language Fluency English (Required) Work Shift 1st shift (United States of America) The Truist Wealth Omni Digital Senior Strategist partners across enterprise digital, technology, operations, data and analytics, compliance, support, marketing and vendor...SeniorPermanent employmentFull timePart timeH1bWork visaShift workDay shift
- Oxford Financial Group in Atlanta, GA seeks a Senior Wealth Strategist to produce and review complex estate and wealth planning deliverables, interpret intricate documents, and provide technical expertise. The role collaborates with Managing Directors and client teams...Senior
- Charles Schwab in Atlanta is seeking a Financial Consultant to provide exceptional wealth management and financial planning advice to clients. In this role, you will actively work with clients to help them achieve their financial goals, offering expertise in various areas...Senior
$89k - $175k
...recommendations, and monitoring portfolio performance.The Senior Credit Underwriter/Credit Underwriter II (SCU/CUII)... ...the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports responsible and profitable...SeniorFull timeWork at officeFlexible hoursDay shift- ...an accommodation or an alternative application process. Sr. Wealth Strategist Full Time Atlanta, GA, US 9 days ago Requisition ID: 1043 POSITION... ...As a key member of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing and reviewing...SeniorFull timeWork at office
Oxford Financial Group, Ltd.
Atlanta, GA3 days ago - Bank of America seeks a Senior Credit Underwriter or Credit Underwriter II to perform risk assessments and repayment capacity analyses... ...complex financing with limited oversight. The role supports strategic wealth clients and maintains compliance with underwriting standards...Senior
$86.5k - $164.35k
...enhance client retention. Leverages and sources internal and external resources and centers of influence (COIs), in conjunction with Wealth Advisors to provide subject matter expertise to clients and prospects. Completes diagnostic review of financial and estate planning...Full timePart timeWork experience placementWork at officeShift workDay shift- ...seeking a candidate for the ABL Structuring team in Atlanta, GA. The role involves structuring, underwriting, and closing asset-based lending transactions, requiring strong financial analysis and modeling skills. Candidates should have 7-11 years of relevant experience and...Senior
- About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ...and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a...Full timeH1bWorldwideFlexible hours
- ...Wealth Strategist We're looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you'll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term financial goals. You...Full timeLocal areaRemote work
United Community Bank
Atlanta, GA4 days ago - The Structured Lending Advisor is a geographically based, client-facing role that partners directly with Wealth Advisors to deliver highly customized, complex credit strategies for UHNW clients. You will ensure an end-to-end wealth experience and drive credit portfolio...Senior
- Truist in Atlanta seeks a Structured Lending Advisor to partner with Wealth Advisors, designing highly customized credit strategies for UHNW clients. You will manage deal lifecycle from proposal to closing and serve as the primary contact within the advisor team. The role...Senior
- ...for high-net-worth clients. Responsibilities include preparing and filing tax returns, maintaining financial records, and supporting wealth transfer strategies. Ideal candidates will have a Bachelor's degree in Accounting or Finance, relevant experience in tax accounting...SeniorWork at office
- ...joining Stifel’s Venture Banking Team, a Senior Vice President plays an integral role in... ...You'll BringAdvanced knowledge in venture lending, underwriting, and portfolio management.Knowledge... ...like a start-up. We are a global wealth management and investment banking firm serious...Senior
- Truist is seeking a Regular-Temporary teammate in Atlanta to deliver industry-leading client service in person and by phone while expanding relationships and providing financial solutions. The role includes cross-training to perform teller duties as needed and contributing...SeniorTemporary work
- FinTrust Connect is seeking a Senior Private Client Relationship Manager in Atlanta, GA to acquire... ...worth client relationships and deliver holistic wealth solutions. The role focuses on growing assets, deposits, and lending relationships while coordinating a team of...SeniorLocal area
$174.32k - $261.48k
...WealthCompany: CitiThe Investment Counselor Senior Lead is a strategic professional who... ...including investment strategies, banking and lending, trust and specialized services.The... ...traditional and alternative investments with wealth planning and private banking services to...SeniorFull timeLocal area- ...Salesforce seeks a Senior Analyst for the Critical Customer Response team to translate complex incidents into concise, business-focused updates for customers, executives, and internal teams during critical events. Collaborate with engineering, support, and sales to ensure...Senior
Salesforce.Com Inc
Atlanta, GA4 days ago $100k - $120k
...office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both... ...junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset Catalyst...Full timeTemporary workWork at officeLocal areaFlexible hours$113k - $188k
...Family:Data Science ConsultingTravel Required:Up to 10%Clearance Required:Ability to Obtain Public TrustWe are seeking a Senior Consultant AI Strategist to support state agencies in advancing their adoption of AI through practical, mission-aligned strategies and...SeniorFull timeRemote workFlexible hours- ...The opportunity As a Senior in Applied AI, you will be at the forefront of building and deploying AI solutions that are pivotal to value creation for private equity clients and their portfolio companies. You will ensure these initiatives are delivered with precision,...Senior
Ernst & Young Oman
Atlanta, GA5 days ago - ...Senior Communications StrategistLifeLine Animal Project is the largest animal welfare organization in Georgia, providing services to... ...to clients and care for our animals.The Senior Communications Strategist builds and expresses LifeLine's brand and donor-facing narrative...SeniorWork at officeRemote workShift work
LifeLine Animal Project
Atlanta, GA5 days ago - ...Controllership, interacting with HR, Delta Wellness, and auditors. Key qualifications include CPA licensure, 3+ years of relevant experience, and strong communication skills to collaborate across senior management and cross-functional teams. #J-18808-Ljbffr Delta Air LinesSenior
- WTW is seeking a Senior Broker to lead the placement of large and complex primary casualty programs in North America. You will partner with Client Advocates, producers, and carriers to design innovative casualty solutions that optimize coverage and pricing. Responsibilities...Senior
- Piedmont is seeking a Senior Talent Consultant to grow talent and impact across Georgia. This role sources candidates, builds pipelines, and partners with HR leaders to fill open positions within the Piedmont Healthcare System. You will participate in onboarding, coach...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Lending Strategist. Be the first to apply!
Related searches
- workplace strategist Atlanta, GA
- senior brand strategist Atlanta, GA
- business strategist Atlanta, GA
- communications strategist Atlanta, GA
- digital strategist Atlanta, GA
- strategy consultant Atlanta, GA
- technology strategist Atlanta, GA
- account strategist Atlanta, GA
- design strategist Atlanta, GA
- media strategist Atlanta, GA