Chase · 4 months ago
J.P. Morgan Wealth Management - Executive Director, Divisional Director of Lending
560 Mission St, San Francisco, CA, 94105, US
Full-time
Onsite
Senior Level, Lead/Staff
$157K/yr - $285K/yr
10+ years expChase is a prominent financial services firm, and they are seeking an Executive Director, Divisional Director of Lending within J.P. Morgan Wealth Management. This role is responsible for promoting growth and profitability of Lending, collaborating with various teams to enhance client experiences and drive business development.
BankingFinancial Services
Responsibilities
Develop and implement regional and divisional sales strategies to expand the reach and impact of lending solutions
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 maintain strong relationships with Market Leaders, Financial Advisors, clients and the lending sales team
Partner with key stakeholders (e.g., Finance, Legal, Risk, Compliance, Product, Credit) to deliver tailored solutions and drive high-impact initiatives and transactions
Act as a trusted resource for complex lending queries, providing expert guidance and support to internal partners and clients
Oversee and manage the end-to-end lending pipeline, ensuring efficient deal flow, high-quality execution and timely closing of transactions
Serve as a subject matter expert in securities-based 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
Build, mentor, and develop a high-performing lending team, fostering a culture of accountability, collaboration, and continuous learning
Provide ongoing coaching and feedback to advisors and lending specialists, enhancing their expertise across margin, securities-based lending, custom lending and mortgage products
Create opportunities for team members to grow in leadership and expand their proficiency across multiple lending products
Qualification
Required
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
Strong leadership and interpersonal skills, with the ability to collaborate effectively across all levels of the organization
Exceptional analytical, written, and communication skills; must be articulate and able to engage confidently with stakeholders
Demonstrated sales leadership with a history of driving sustained business growth and delivering exceptional results
Flexibility, adaptability, and the ability to work effectively under pressure in a dynamic environment
SIE, Series 7 & Series 66 licenses (63/65), or willingness to obtain them within 120 days from the start date as a condition of employment
Willingness to travel as needed to support market activities and business development efforts
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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