Senior Lending Strategist, Wealth Management

JPMorgan Chase & Co.; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Vice President Lending Specialist within Wealth Management to guide lending solutions for Financial Advisors and Clients, driving growth and delivering exceptional outcomes through lending expertise and strategic client engagement.

You will source opportunities, lead advisor education, attend client meetings as the lending subject matter expert, and collaborate across regions to expand the firm’s lending footprint while staying current on products, market

Qualifications

• Minimum of 6 years of financial services sales experience.
• SIE, Series 7 & Series 66 licenses (63/65) or willingness to obtain within 90 days.

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

SIE license

Series 7/66 licenses

Public speaking / presentations

Client relationship management

Cross-functional collaboration

Travel willingness

Job description

JPMorgan Chase & Co. in New York seeks a Vice President Lending Specialist within Wealth Management to guide lending solutions for Financial Advisors and Clients, driving growth and delivering exceptional outcomes through lending expertise and strategic client engagement.

You will source opportunities, lead advisor education, attend client meetings as the lending subject matter expert, and collaborate across regions to expand the firm’s lending footprint while staying current on products, market