J.P. Morgan Wealth Management - Vice President, Lending Specialist
Core
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.
Role type
Vice President, Lending Specialist (Wealth Management)
Builds
JPMorgan's lending business capabilities and client relationships
Domain
Financial Services / Wealth Management / Lending
Deliverable
client delivery
Required skills
Financial services sales, Securities-based lending, Custom lending, Margin lending, Mortgage lending, Advisor education, White paper creation, Market trend analysis, Regulatory compliance, High-volume decision making, Strategic partnership
Preferred skills
Overnight travel readiness, Large group presentation, Cross-functional collaboration
Technologies
SIE, Series 7, Series 66 licenses
Responsibilities
Lead advisor education workshops, Attend client meetings as subject matter expert, Create white papers and marketing materials, Cover 300-500 advisors across a regional territory, Make timely decisions in ambiguous situations, Promote awareness of lending capabilities
Seniority
Vice President, Strategic & Execution