Description

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.

As a Lending Specialist within JPMorgan Wealth Management, you will offer comprehensive lending expertise, acting as the primary point of contact for Financial Advisors, Clients, and Market 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 high growth lending business, as you generate new business, deepen existing relationships, and champion the full suite of JPMorgan's lending capabilities. By promoting broader awareness and understanding of our products, you will empower advisors to confidently address client needs and proactively identify new ways to add value. Collaboration is at the heart of this position, as you will partner with internal teams to resolve production, quality, and escalated client service or risk-related issues, always striving for operational excellence and a superior client experience. The pace of change and innovation in this business means you will be at the forefront of shaping the future of lending within Wealth Management, driving sustained growth, and setting new standards for service and performance. This is a unique opportunity for a strategic, client-focused professional to have a lasting and visible 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 a high-growth environment 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.
• Drive opportunities Advisors, offering recommendations and insights based on specific credit policies and guidelines to facilitate informed decision-making.
• 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.
• Participate in projects focused on productivity improvements, compliance, and product enhancements, contributing to the ongoing evolution and success of the lending business.
• Coordinate with and provide support to the Service Team, ensuring seamless execution of lending requests and a high standard of client service throughout the process.
• 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.
• Collaborate across functional partners to ensure operational excellence and superior client outcomes.

Required qualifications, capabilities, and skills

• 6+ years of financial services experience
• Valid and active Securities Industry Essential Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment
• Experience with lending in a wealth management division across mortgage, margin, and or securities-based lending
• 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
• Organizational and project management skills; proven ability to manage multiple priorities
• Must be able to demonstrate flexibility and adaptability and ability to work under pressure

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

About the Team

\n Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.\n
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\n We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.\n