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 JPMorgan

Chase 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.

• 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

• 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

• 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