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 the Divisional Director of Lending within J.P. Morgan Wealth Management, you will be responsible for promoting growth and profitability of Lending. You will seamlessly blend strategic vision with hands-on support to expand the reach of Lending Solutions. By collaborating closely with Market Leaders, Financial Advisors, and the lending sales team, you will leverage your deep expertise in margin, securities-based lending, custom lending, and mortgages to enhance client experiences and business development. Success is measured by business growth, talent development, and the ability to empower advisors to deliver lending as a core client solution, while demonstrating flexibility and adaptability under pressure. You will be directly accountable to the Head of Lending Solutions for growing the business in a particular market.
Job Responsibilities
Develop and implement regional and divisional sales strategies to expand the reach and impact of lending solutions.
Identify and capitalize on growth opportunities, positioning liability management as a core component of comprehensive client wealth management solutions.
Lead initiatives to promote awareness and adoption of lending capabilities through strategic partnerships and targeted efforts, while building and maintain strong relationships with Market Leaders, Financial Advisors, clients and the lending sales team.
Partner with key stakeholders (e.g., Finance, Legal, Risk, Compliance, Product, Credit) to deliver tailored solutions and drive high-impact initiatives and transactions.
Act as a trusted resource for complex lending queries, providing expert guidance and support to internal partners and clients.
Oversee and manage the end-to-end lending pipeline, ensuring efficient deal flow, high-quality execution and timely closing of transactions.
Serve as a subject matter expert in securities-based lending, margin lending, custom lending and mortgages, staying informed about industry trends and regulatory changes.
Contribute to projects related to productivity improvements, compliance, and product innovation, driving continuous improvement across the division.
Build, mentor, and develop a high-performing lending team, fostering a culture of accountability, collaboration, and continuous learning.
Provide ongoing coaching and feedback to advisors and lending specialists, enhancing their expertise across margin, securities-based lending, custom lending and mortgage products.
Create opportunities for team members to grow in leadership and expand their proficiency across multiple lending products.
Required qualifications, capabilities, and skills
10+ years of experience in financial services, with a focus on lending solutions within wealth management.
Proven experience managing, mentoring, and developing junior talent within a sales or wealth management environment.
Strong leadership and interpersonal skills, with the ability to collaborate effectively across all levels of the organization.
Exceptional analytical, written, and communication skills; must be articulate and able to engage confidently with stakeholders.
Demonstrated sales leadership with a history of driving sustained business growth and delivering exceptional results.
Flexibility, adaptability, and the ability to work effectively under pressure in a dynamic environment.
SIE, Series 7 & Series 66 licenses (63/65), or willingness to obtain them within 120 days from the start date as a condition of employment.
Willingness to travel as needed to support market activities and business development efforts.
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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
Base Pay/Salary
Los Angeles,CA $170,000.00 - $350,000.00 / year; San Francisco,CA $170,000.00 - $350,000.00 / year
