J.P. Morgan Wealth Management
2 weeks ago
Morgan Wealth Management (USWM) business is focused on helping investors achieve their longterm financial goals and is comprised of the Chase wealth management business, J.Morgan Advisors, Personal Advisors and SelfDirected 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 Divisional Director of Lending within J.Morgan Wealth Management, you will be responsible for promoting growth and profitability of Lending. By collaborating closely with Market Leaders, Financial Advisors, and the lending sales team, you will leverage your deep expertise in margin, securitiesbased lending, custom lending, and mortgages to enhance client experiences and business development. Identify and capitalize on growth opportunities, positioning liability management as a core component of comprehensive client wealth management solutions.
Lead initiatives to promote awareness and adoption of lending capabilities through strategic partnerships and targeted efforts, while building and maintaining strong relationships with Market Leaders, Financial Advisors, clients and the lending sales team.
Finance, Legal, Risk, Compliance, Product, Credit) to deliver tailored solutions and drive highimpact initiatives and transactions.
Oversee and manage the endtoend lending pipeline, ensuring efficient deal flow, highquality execution and timely closing of transactions.
Serve as a subjectmatter expert in securitiesbased lending, margin lending, custom lending and mortgages, staying informed about industry trends and regulatory changes.
Contribute to projects related to productivity improvements, compliance, and product innovation, driving continuous improvement across the division.
Provide ongoing coaching and feedback to advisors and lending specialists, enhancing their expertise across margin, securitiesbased lending, custom lending and mortgage products.
10+ years of experience in financial services, with a focus on lending solutions within wealth management.
~ Proven experience managing, mentoring, and developing junior talent within a sales or wealth management environment.
~ Willingness to travel as needed to support market activities and business development efforts.
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
-
J.P. Morgan Wealth Management
3 weeks ago
San Francisco, CA, United States J.P. Morgan Full timeThe 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...
-
J.P. Morgan Wealth Management
2 days ago
San Francisco, CA, United States JPMorgan Chase & Co. Full timeWealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling,...
-
J.P. Morgan Wealth Management
3 weeks ago
San Francisco, CA, United States JPMorgan Chase & Co. Full timeThe 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...
-
J.P. Morgan Wealth Management
1 week ago
San Francisco, United States San Francisco Staffing Full timeWealth Planning & Advice Executive DirectorWealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning, and planning in related areas for individuals and their entities. Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple and complex. We provide...
-
J.P. Morgan Wealth Management
3 weeks ago
San Francisco, CA, United States JPMorgan Chase & Co. Full timeThe 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...
-
J.P. Morgan Advisors
2 weeks ago
San Diego, United States J.P. Morgan Full timeUnlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting...
-
J.P. Morgan Wealth Management
3 weeks ago
San Francisco, United States JPMorganChase Full timeOverview Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset...
-
J.P. Morgan Wealth Management
4 weeks ago
San Francisco, United States JPMorganChase Full timeJob DescriptionWealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning, and related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling,...
-
J.P. Morgan Wealth Management
4 weeks ago
San Francisco, CA, United States JPMorganChase Full timeJob Description Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning, and related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling,...
-
J.P. Morgan Wealth Management
3 weeks ago
San Francisco, United States JPMorgan Chase & Co. Full timeThe 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...
