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 a Lending Specialist Strategy and Business Development Senior Associate within J.P. Morgan Wealth Management, you will support critical, high-impact initiatives to grow the WM Lending business. You will be well-versed across Lending products including residential mortgages, home equity lines of credit, securities-based lines of credit, margin, and custom lending. As a utility player, you may manage multiple workstreams and may serve as product lead for one or more products. The role is centered on business development through execution and influence: proactively increasing awareness of lending capabilities across the advisor force, identifying and advancing lending opportunities, developing new distribution channels, and partnering with advisors to structure solutions that meet client needs. The Associate is responsible for driving responsive, high-quality execution of new lending requests end-to-end, while collaborating closely with internal partners to resolve production, quality, escalated service, and risk-related matters. Through strong stakeholder management, sound judgment, and a client-first approach, this individual helps strengthen processes, improve outcomes, and support sustainable growth of the Wealth Management Lending platform.

Job responsibilities

• Identify, prioritize, and execute opportunities to create scalable growth across Lending products with a focus on Client and Advisor experience.
• Deliver key change-the-bank initiatives that will advance and/or harmonize the Lending product and platform in partnership with key stakeholders alongside Product Management, Operations, Digital & Technology teams, Legal, Risk and Compliance.
• Partner with Lending Sales team to assist with market opportunities for clients and prospects, including product awareness campaigns, market updates, prospecting opportunities, client communications, and Advisor book reviews.
• Work closely with Finance in the development and tracking of KPI metrics; create and maintain reporting to track & deliver key business results to leadership and sales leads.
• Partner with Finance and Treasury colleagues to manage P&L, understanding balance sheet constraints while monitoring capital constraints, funding costs, balances, and net interest margins.
• Possess a deep understanding of risk management and work closely with internal partners across risk, legal, compliance, supervision, and operations to ensure robust controls and prudent risk mitigants exist.
• Conduct competitive analyses on an ongoing basis to ensure we are staying ahead of the competition.
• Evaluate and improve upon various manual processes managed by the Lending team.
• Work closely with Marketing on the development of key Lending marketing materials.
• Provide general support on key product and sales initiatives, including but not limited to process development, project planning and management, communications development.
• Serve as subject matter expert on product offerings, including team representative on firm workstreams and initiatives across products.

Required qualifications, capabilities, and skills

• 3+ years of financial services product or wealth management experience

• Bachelor’s degree required

• Series 7 & 66

• Advanced Microsoft Office skills including Excel and PowerPoint

• Superior analytical skills, including the ability to translate and synopsize complex data for decision-making

• Strong project management, problem-solving, and time management skills. Ability to perform well in a deadline-driven, fast-paced environment and prioritize competing timelines

• Exceptional communication & interpersonal skills – ability to cultivate and build strong relationships with colleagues at all levels

• Ability to actively work within a team environment while driving accountability for personal goals

Preferred qualifications, capabilities, and skills

• Lending Background strongly preferred

• MBA a plus

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. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans