What are the responsibilities and job description for the J.P. Morgan Wealth Management - Senior Associate, Lending Specialist Strategy and Business Development position at JPMorgan Chase?
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 Strategy and Business Development Senior Associate within J.P. Morgan Wealth Management, you will support critical, high-impact initiatives to grow the WM Lending business. You will be well-versed across Lending products including residential mortgages, home equity lines of credit, securities-based lines of credit, margin, and custom lending. As a utility player, you may manage multiple workstreams and may serve as product lead for one or more products. The role is centered on business development through execution and influence: proactively increasing awareness of lending capabilities across the advisor force, identifying and advancing lending opportunities, developing new distribution channels, and partnering with advisors to structure solutions that meet client needs. The Associate is responsible for driving responsive, high-quality execution of new lending requests end-to-end, while collaborating closely with internal partners to resolve production, quality, escalated service, and risk-related matters. Through strong stakeholder management, sound judgment, and a client-first approach, this individual helps strengthen processes, improve outcomes, and support sustainable growth of the Wealth Management Lending platform.
Job responsibilities
- Identify, prioritize, and execute opportunities to create scalable growth across Lending products with a focus on Client and Advisor experience.
- Deliver key change-the-bank initiatives that will advance and/or harmonize the Lending product and platform in partnership with key stakeholders alongside Product Management, Operations, Digital & Technology teams, Legal, Risk and Compliance.
- Partner with Lending Sales team to assist with market opportunities for clients and prospects, including product awareness campaigns, market updates, prospecting opportunities, client communications, and Advisor book reviews.
- Work closely with Finance in the development and tracking of KPI metrics; create and maintain reporting to track & deliver key business results to leadership and sales leads.
- Partner with Finance and Treasury colleagues to manage P&L, understanding balance sheet constraints while monitoring capital constraints, funding costs, balances, and net interest margins.
- Possess a deep understanding of risk management and work closely with internal partners across risk, legal, compliance, supervision, and operations to ensure robust controls and prudent risk mitigants exist.
- Conduct competitive analyses on an ongoing basis to ensure we are staying ahead of the competition.
- Evaluate and improve upon various manual processes managed by the Lending team.
- Work closely with Marketing on the development of key Lending marketing materials.
- Provide general support on key product and sales initiatives, including but not limited to process development, project planning and management, communications development.
- Serve as subject matter expert on product offerings, including team representative on firm workstreams and initiatives across products.
Required qualifications, capabilities, and skills
3 years of financial services product or wealth management experience
Bachelor’s degree required
Series 7 & 66
Advanced Microsoft Office skills including Excel and PowerPoint
Superior analytical skills, including the ability to translate and synopsize complex data for decision-making
Strong project management, problem-solving, and time management skills. Ability to perform well in a deadline-driven, fast-paced environment and prioritize competing timelines
Exceptional communication & interpersonal skills – ability to cultivate and build strong relationships with colleagues at all levels
Ability to actively work within a team environment while driving accountability for personal goals
Preferred qualifications, capabilities, and skills
Lending Background strongly preferred
MBA a plus