JPMorgan Chase
J.P. Morgan Wealth Management - Executive Director, Lending Specialist
$147K–$285K
San Francisco, CA +3 · Director · Full-time · Posted Oct 14, 2026
- Location
- San Francisco, CA
Los Angeles, CA
Tempe, AZ
Denver, CO - Experience
- 10+ years of financial services experience in sales and business development.
About the job
Leads lending sales across the western division of J.P. Morgan Wealth Management, developing opportunities and coordinating tailored lending solutions for clients and advisors.
What you'll do
- Advise Financial Advisors and market leaders on lending products, credit policies, and client solutions.
- Own the lending pipeline by identifying opportunities, deepening relationships, and supporting execution with service and functional teams.
- Contribute to productivity, compliance, and product-enhancement initiatives while promoting lending capabilities.
What they ask for
- 10+ years of financial services experience in sales and business development.
- Active Series 7 and Series 66 (63/65) licenses, or obtain them within 120 days of start; NMLS registration.
- Experience with wealth-management lending, including margin, securities-based lending, and/or tailored lending solutions.
- Strong analytical, communication, partnership, and organizational skills; able to manage multiple priorities and work under pressure.
Pay
$157,000.00-$285,000.00 USD base salary (San Francisco, CA); $157,000.00-$285,000.00 USD base salary (Los Angeles, CA); $147,000.00-$260,000.00 USD base salary (Denver, CO)
Model-written summary · the original posting is authoritative