J.P. Morgan Wealth Management - Vice President, Custom Lending Specialist
On-site · New York City, New York, United States
Job Summary
Vice President, Custom Lending Specialist within JPMorganChase Wealth Management serves as a solutions-oriented lending resource and primary point of contact for Financial Advisors, ultra-high-net-worth clients, and Market Leadership. The role structures and delivers custom lending solutions across CRE, unsecured lending, restricted stock, and concentrated equity financing, supporting liquidity and financing objectives. Responsibilities include coordinating with underwriting, product, legal, and operations to support structuring, documentation, and client experience; identifying lending opportunities; educating advisor teams on lending capabilities; and maintaining current expertise on lending products, market dynamics, and regulatory requirements. Collaboration across structuring, underwriting, and servicing teams is essential, with a focus on risk management, disciplined execution, and growth in specialty lending.
Required Qualifications
- Minimum of 6 years of financial services experience
- Valid and active Securities Industry Essential Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment and NMLS registration
- Experience with lending in a wealth management division across mortgage, margin, and/or securities-based lending
- Strong partnership and people skills; collaborate with people across all levels of the organization (analyst to MD)
- Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups
- Organizational and project management skills; proven ability to manage multiple priorities
- Must be able to demonstrate flexibility and adaptability and ability to work under pressure
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