J.P. Morgan Wealth Management - Vice President, Lending Solutions Desk Lead

Shape how lending support scales across a growing Wealth Management business-while building talent and elevating the client experience.

As the Lending Desk Lead within JPMorganChase Wealth Management, you will lead and develop a centralized lending desk that supports Financial Advisors and market leadership.

You will act as a player-coach-balancing senior, complex lending support with day-to-day desk leadership-while building a scalable operating model that standardizes best practices, improves execution, and reinforces disciplined risk management and policy alignment.
Job responsibilities


* Lead as a player-coach by balancing senior case coverage with management of the centralized lending desk supporting Financial Advisors and market leadership


* Execute the desk coverage model, engagement routines, and service standards to ensure consistent responsiveness and quality


* Develop repeatable playbooks, talk tracks, and opportunity frameworks aligned to credit policy and risk appetite


* Provide structuring and execution support by coordinating with credit, underwriting, product, legal, and operations partners


* Mentor and develop junior team members through coaching, training, case reviews, and quality controls


* Own intake, prioritization, and triage of inbound requests, including timely escalation of exceptions and risks


* Drive scale by partnering with operations and technology to streamline workflows, standardize processes, and introduce automation

Required qualifications, capabilities, and skills


* Minimum 6 years of financial services experience


* Valid and active SIE, Series 7, and Series 66 (or 63/65), or ability to obtain within 120 days of start date


* Wealth management lending experience across mortgage, margin, and/or securities-based lending


* Strong partnership and people skills with the ability to collaborate across all organizational levels


* Exceptional analytical, written, and presentation skills, including comfort presenting to large groups


* Strong organizational and project management skills with the ability to manage multiple priorities


* Flexibility, adaptability, and ability to perform under pressure in a dynamic environment

Preferred qualifications, capabilities, and skills


* Experience leading a centralized desk or shared-services operating model


* Demonstrated ability to define and use KPIs to improve service quality, capacity, and outcomes


* Experience partnering with technology and operations teams to implement workflow tooling or automation


* Proven people leadership experience, including coaching and talent development

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

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