J.P. Morgan Wealth Management - Vice President, Lending Solutions Sales Strategy & Execution

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 the Lending Solutions Sales Strategy & Execution Lead, you will design and scale the playbooks, content, and operating rhythms that equip our lending team and field to win, turning insights into action and action into sustained growth.

You will build and manage a centralized hub for lending resources, field messaging, and initiatives so advisors always have timely, relevant, and actionable content at their fingertips.

By orchestrating go to market timing, content, and processes, you will drive consistent, repeatable execution across markets, ensuring the right message reaches the right client at the right moment.

You will use dashboards and analytics to guide strategy, track adoption and performance, and surface what to scale, fix, or stop, accelerating lending growth with clear, quantifiable outcomes.

A core part of your mandate is to define and embed best practice operating disciplines, including pipelines, cadences, talk tracks, and follow ups, that raise standards and simplify execution for Lending Specialists, Financial Advisors and Market Leaders.

On behalf of Lending Solutions, you will craft compelling communications, training, and toolkits that build confidence in the field and deepen client conversations around lending solutions, while partnering closely with Divisional leadership and cross functional teams to align initiatives with business goals, resolve production and client service issues, and deliver a seamless front to back experience.

As market dynamics and products evolve, you will keep the field ahead of the curve with proactive guidance that turns volatility into opportunity.

Success will be measured by adoption and effectiveness of field content and initiatives, conversion and growth across priority lending products and segments, sales discipline adherence and pipeline health, time to impact for new initiatives and launches, and advisor and client satisfaction with lending enablement.

This role is ideal for a builder and operator who simplifies complexity, scales what works, and anchors decisions in data; a persuasive storyteller who influences stakeholders and mobilizes teams; and a client obsessed leader who keeps end client outcomes at the center.

Your work will be the multiplier for the lending specialist team and field, helping advisors move faster, engage smarter, and deliver better outcomes, setting the standard for sales excellence in a high growth environment and making a visible impact on our business and on our clients' financial well-being.

Job responsibilities


* Serve as the primary point of contact f...