UHNW Lending Solutions Lead – Custom Financing

Next Frontier Capital

United States

On-site

USD 150,000 - 230,000

Full time

14 days+

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Job summary

JPMorganChase Wealth Management seeks a Custom Lending Specialist to serve as a trusted lending expert for Financial Advisors, ultra-high net-worth clients, and Market Leadership. You will design and deliver bespoke credit solutions across CRE, unsecured lending, restricted stock, and other tailored financing structures to extract liquidity and support complex objectives.

The role emphasizes disciplined risk management, client outcomes, and strong execution, with collaboration across

Qualifications

Minimum of 10 years of financial services experience.
Valid and active Series 7 & 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment and NMLS registration
Experience with lending in a wealth management division across mortgage, margin, and or securities based lending
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
Organizational and project management skills; proven ability to manage multiple priorities
Must be able to demonstrate flexibility and adaptability and ability to work under pressure

Responsibilities

Serve as the primary point of contact for Financial Advisors and Market Leadership, providing expert guidance on JPMorganChase lending products and bespoke credit solutions across CRE, unsecured, restricted stock/concentrated equity, and other tailored structures.
Identify, qualify, and drive lending opportunities with Advisors by delivering consultative recommendations aligned to credit policies, risk appetite, and client objectives, enabling clear and informed decision-making.
Design and advance credit strategies tailored to ultra-high net-worth clients’ unique circumstances—balancing liquidity needs, asset complexity, and broader wealth goals with disciplined underwriting and prudent risk management.
Demonstrate decisive judgment by making thoughtful, timely decisions in high-volume, ambiguous, and time-sensitive situations, consistently optimizing outcomes for clients, Advisors, and the firm.
Coordinate end-to-end execution of new lending requests—partnering with internal underwriting/credit, product, and operations teams to ensure efficient structuring, documentation progression, and a high-quality client experience.
Support the Service Team to ensure seamless processing and responsiveness, proactively addressing bottlenecks, exceptions, and escalations to maintain best-in-class service standards.
Champion awareness and adoption of lending capabilities, equipping Advisors with talking points, positioning, and solution pathways to deepen relationships and expand the firm’s lending footprint with core clients.
Maintain current expertise on lending products, market dynamics, and relevant regulatory/compliance requirements; serve as a trusted resource for Advisors and clients on structuring considerations and policy parameters.
Collaborate across functional partners (credit risk, legal, operations, product, and leadership) to deliver operational excellence, manage escalations, and improve client outcomes.
Contribute to strategic initiatives and projects focused on productivity, controls/compliance, process improvement, and product enhancements—helping evolve the platform and strengthen the business.