Senior Lending Strategist, Wealth Management

Aumni; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

JPMorgan Chase is seeking a Vice President Lending Specialist in the Wealth Management Lending Solutions group. The role focuses on delivering tailored lending solutions for Financial Advisors and clients, driving growth, and expanding the firm’s lending footprint across a regional territory.

The candidate will lead advisor education, participate in client meetings as a lending expert, and contribute to white papers and marketing efforts, while staying current on market trends and regulatory

Qualifications

• Minimum 6 years of financial services sales experience.
• Valid and active SIE, Series 7 & Series 66 licenses (63/65), or will obtain within 90 days from start date.
• Must be comfortable with overnight travel.
• Experience with lending in a wealth management or private bank division across securities-based lending, custom lending, margin, or mortgage.
• Strong partnership and people skills; collaborate with people across all levels of the organization (analyst to MD).
• Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups.
• Must be able to demonstrate flexibility, adaptability, and ability to work under pressure.
• Ability to collaborate with partners and provide cohesive messaging across wealth management.

Responsibilities

• 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.
• Lead advisor education workshops and participate in client engagement opportunities.
• Attend client meetings as the subject matter expert in lending.
• Participate in creating white papers and in marketing activities.
• Cover 300-500 advisors across a 2-3 regional territory.
• Demonstrate decisiveness by making thoughtful and timely decisions in high-volume and ambiguous situations, consistently striving for the best outcomes for both clients and the firm.
• Promote broader awareness of lending capabilities and proactively identify opportunities to deepen client relationships and expand the firm’s lending footprint.
• Maintain up-to-date knowledge of lending products, market trends, and regulatory requirements to serve as a trusted resource for advisors and clients.

Skills

Financial services sales experience

Licenses: SIE, Series 7 & 66 (63/65)

Overnight travel willingness

Wealth management lending experience

Strong communication and presentation

Adaptability under pressure

Cross-functional collaboration

Job description

JPMorgan Chase is seeking a Vice President Lending Specialist in the Wealth Management Lending Solutions group. The role focuses on delivering tailored lending solutions for Financial Advisors and clients, driving growth, and expanding the firm’s lending footprint across a regional territory.

The candidate will lead advisor education, participate in client meetings as a lending expert, and contribute to white papers and marketing efforts, while staying current on market trends and regulatory