JPMorgan Chase
J.P. Morgan Wealth Management - Vice President, Lending Specialist
$124K–$210K
New York, NY · Director · Full-time · Posted Oct 22, 2026
- Experience
- Minimum of 6 years of financial services sales experience.
About the job
Provides lending expertise to financial advisors and clients, sourcing and structuring lending opportunities and supporting their execution across a regional territory.
What you'll do
- Advise financial advisors and market leadership on lending products, and attend client meetings as a lending subject matter expert.
- Lead advisor education workshops and contribute to white papers and marketing activities.
- Identify opportunities to grow lending business and deepen client relationships while staying current on products, market trends, and regulations.
What they ask for
- At least 6 years of financial services sales experience.
- Valid and active SIE, Series 7, and Series 66 (63/65) licenses, or ability to obtain them within 90 days of the start date as a condition of employment.
- Experience with wealth management or private bank lending across securities-based lending, custom lending, margin, or mortgage.
- Comfort with overnight travel.
Pay
USD 124,000.00-$210,000.00 base salary
Model-written summary · the original posting is authoritative