Chase · 5 hours ago
J.P. Morgan Wealth Management - Vice President, Lending Specialist Pricing
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Mid, Senior Level
$124K/yr - $210K/yr
6+ years expChase is a leading financial institution focused on helping investors achieve their long-term financial goals. As a Lending Specialist with a focus on Pricing and Profitability, you will drive the financial optimization and strategic direction of the lending business, collaborating with various teams to enhance profitability and support sustainable loan growth.
BankingFinancial Services
Responsibilities
Develop and implement lending pricing strategies in partnership with USPB, Finance, and Treasury to optimize profitability and support relationship-based pricing models
Analyze and refine Advisor compensation plans to balance business incentives with overall lending profitability and growth objectives
Establish and maintain robust controls and review frameworks for pricing exceptions, ensuring consistent application and adherence to key profitability metrics (LROE, RROE)
Collaborate with Product, Finance, and Technology teams to drive initiatives that enhance balance sheet management, capital optimization and support lending business innovation
Lead annual financial review processes (FLRA) and engage with LOB CFOs to conduct broad-based pricing reviews and expand financial metrics across lending products
Collaborate across functional partners to ensure operational excellence and superior client outcomes
Qualification
Required
Minimum of 6 years of financial services, finance, or treasury experience
Valid and active Securities Industry Essential Series 7 & Series 66 licenses (63/65) and NMLS registry, or successfully obtain within 120 days from start date as a condition of employment
Proven experience in lending sales, pricing strategy, financial analysis, or treasury within a financial services environment
Strong analytical skills with expertise in financial modeling, profitability analysis, and data-driven decision making
Demonstrated ability to collaborate across functions (Finance, Treasury, Product, Technology) and influence key stakeholders
Excellent communication and presentation skills, with the ability to convey complex financial concepts to diverse audiences
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)
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
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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