Senior Lending Strategist, Wealth Management

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 150,000 - 250,000; Full time

Job summary

JPMorgan Chase & Co. seeks an Executive Director, Lending Specialist for its Wealth Management division in San Francisco. This role drives client outcomes in lending, offers expertise to advisors, and promotes the firm’s lending solutions.

The ideal candidate will have over 10 years in financial services and be capable of making timely, informed decisions. Responsibilities include identifying lending opportunities and facilitating client relationships. The position offers a dynamic work environment focused on continuous business development.

Qualifications

• 10+ years of financial services experience in a sales and business development capacity.
• Valid and active Series 7 & Series 66 licenses or ability to obtain within 120 days.
• Experience with lending in wealth management division.

Responsibilities

• Serve as primary contact for Financial Advisors and Market Leadership.
• Create opportunities for Advisors based on credit policies.
• Coordinate with the Service Team to ensure client service.

Skills

Sales and business development experience

Partnership and people skills

Analytical skills

Organizational skills

Flexibility and adaptability

Education

Securities Industry Essential Series 7 & Series 66 licenses

Job description

JPMorgan Chase & Co. seeks an Executive Director, Lending Specialist for its Wealth Management division in San Francisco. This role drives client outcomes in lending, offers expertise to advisors, and promotes the firm’s lending solutions.

The ideal candidate will have over 10 years in financial services and be capable of making timely, informed decisions. Responsibilities include identifying lending opportunities and facilitating client relationships. The position offers a dynamic work environment focused on continuous business development.