Bulge Bracket Investment Banks

Posted 14 days ago

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**J.P. Morgan - Vice President, Lending Solutions Desk Lead, Wealth Management** Lead, grow and transform a lending desk, scaling operations to support financial advisors. Balance complex case management with team leadership. Drive consistency, quality, and risk management through playbooks, coaching and process enhancement. Collaborate cross-functionally with partners including credit, underwriting and legal. Minimum 6 years financial services experience, wealth management lending expertise, and organizational project management skills required. Valid Series 7, 66 (or 63/65) and SIE certification needed. Proven people leadership and preferred operational improvement skills a plus.

Compensation: Not specified
City: Not specified
Country: United States

Full Job Description

Location: OH, United States

Shape how lending support scales across a growing Wealth Management businesswhile 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-coachbalancing senior, complex lending support with day-to-day desk leadershipwhile 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

Lead a centralized lending desk that accelerates advisor success and delivers exceptional client lending experiences.

Full Job Description

Location: OH, United States

Shape how lending support scales across a growing Wealth Management businesswhile building talent and elevating the client experience.

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

Lead a centralized lending desk that accelerates advisor success and delivers exceptional client lending experiences.

J.P. Morgan Wealth Management - Vice President, Lending Solutions Desk Lead

Full Job Description

Job responsibilities

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skills

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J.P. Morgan Wealth Management - Vice President, Lending Solutions Desk Lead

Full Job Description

Job responsibilities

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skills

SIMILAR OPPORTUNITIES

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

Lending Advisor - Vice President

Private Wealth Management, Product Management, Vice President

Private Bank – Lending Officer, AVP

VP, Wealth Management Advisor - San Francisco Bay Area