J.P. Morgan Wealth Management - Vice President, Lending Solutions Desk Lead
Aumni
Accounting & Finance
Ohio, USA
Shape how lending support scales across a growing Wealth Management business—while 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-coach—balancing senior, complex lending support with day-to-day desk leadership—while 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
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
Lead a centralized lending desk that accelerates advisor success and delivers exceptional client lending experiences.