J.P. Morgan Wealth Management - Vice President, Lending Specialist

As a Lending Specialist within JPMorgan Wealth Management, you will demonstrate your lending expertise, acting as the primary point of contact for Financial Advisors, Clients, and Field Leadership who rely on your knowledge to navigate lending needs and deliver exceptional outcomes. In this high-impact and fast paced role, you will have the opportunity to make a tangible difference every day, whether it’s by providing seamless execution of new lending requests, designing innovative solutions, or helping clients and advisors unlock new opportunities for growth and financial success. Your work will directly contribute to the expansion of our rapidly growing lending business, as you generate new business, deepen existing relationships, and champion the full suite of JPMorgan’s lending capabilities.

The specialist drives outcomes directly by sourcing and advancing opportunities with advisors and clients, structuring solutions, and executing requests. This is a unique opportunity for a strategic, client-focused professional to make a lasting impact—not only on the business, but on the lives and financial well-being of clients and advisors across the region. Your expertise, initiative, and commitment will help define what’s possible in JPMorgan Wealth Management Lending Solutions where every day brings new challenges and the chance to make a real difference.

Job responsibilities

• Serve as the primary point of contact for Financial Advisors and Market Leadership, providing expert guidance on lending products and solutions to support client needs and business growth

• Lead advisor education workshops and participate in client engagement opportunities

• Attend client meetings as the subject matter expert in lending

• Participate in creating white papers and in marketing activities

• Cover 300-500 advisors across a 2-3 regional territory

• Demonstrate decisiveness by making thoughtful and timely decisions in high-volume and ambiguous situations, consistently striving for the best outcomes for both clients and the firm

• Promote broader awareness of lending capabilities and proactively identify opportunities to deepen client relationships and expand the firm’s lending footprint

• Maintain up-to-date knowledge of lending products, market trends, and regulatory requirements to serve as a trusted resource for advisors and clients

Required qualifications, capabilities, and skills

• Minimum of 6 years of financial services sales experience

• Valid and active Securities Industry Essential (SIE), Series 7 & Series 66 licenses (63/65), or successfully obtain within 90 days from start date as a condition of employment

• Must be comfortable with overnight travel

• Experience with lending in a wealth management or private bank division across securities-based lending, custom lending, margin, or mortgage

• Strong partnership and people skills; collaborate with people across all levels of the organization (analyst to MD)

• Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups

• Must be able to demonstrate flexibility, adaptability, and ability to work under pressure

• Ability to collaborate with partners and provide cohesive messaging across wealth management