J.P. Morgan Wealth Management - Executive Director, Divisional Director of Lending

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 the Divisional Director of Lending within J.P. Morgan Wealth Management, you will be responsible for promoting growth and profitability of Lending. You will seamlessly blend strategic vision with hands-on support to expand the reach of Lending Solutions. By collaborating closely with Market Leaders, Financial Advisors, and the lending sales team, you will leverage your deep expertise in margin, securities-based lending, custom lending, and mortgages to enhance client experiences and business development. Success is measured by business growth, talent development, and the ability to empower advisors to deliver lending as a core client solution, while demonstrating flexibility and adaptability under pressure. You will be directly accountable to the Head of Lending Solutions for growing the business in a particular market.

Job 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.

• 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.