Within J.P. Morgan Wealth Management, the Lending Strategy and Business Development role is an exciting opportunity for a talented, results-driven professional. This individual is responsible for supporting critical, high-impact initiatives to grow the WM Lending business. The ideal candidate will be well-versed across Lending products including residential mortgages, home equity lines of credit, securities-based lines of credit, margin, and custom lending. A utility player, this individual may manage multiple workstreams and may serve as product lead for one or more products.

 

As the Vice President of Strategy and Business Development on the Wealth Management Solutions & Advice Lending team, you will be responsible for supporting critical, high-impact initiatives to grow the WM Lending business. You will be well-versed across Lending products including residential mortgages, home equity lines of credit, securities-based lines of credit, margin, and custom lending. A utility player, this individual will manage multiple workstreams and may serve as product lead for one or more products.

 

Job Responsibilities: 

Identify, prioritize, and execute opportunities to create scalable growth across Lending products with a focus on Client and Advisor experience.Deliver key change-the-bank initiatives that will advance and/or harmonize the Lending product and platform in partnership with key stakeholders alongside Product Management, Operations, Digital & Technology teams, Legal, Risk and Compliance.Partner with Lending Sales team to assist with market opportunities for clients and prospects, including product awareness campaigns, market updates, prospecting opportunities, client communications, and Advisor book reviews.Work closely with Finance in the development and tracking of KPI metrics; create and maintain reporting to track & deliver key business results to leadership and sales leads.Partner with Finance and Treasury colleagues to manage P&L, understanding balance sheet constraints while monitoring capital constraints, funding costs, balances, and net interest margins.Possess a deep understanding of risk management and work closely with internal partners across risk, legal, compliance, supervision, and operations to ensure robust controls and prudent risk mitigants exist.Conduct competitive analyses on an ongoing basis to ensure we are staying ahead of the competition.Evaluate and improve upon various manual processes managed by the Lending team.Work closely with Marketing on the development of key Lending marketing materials.Provide general support on key product and sales initiatives, including but not limited to process development, project planning and management, communications development.Serve as subject matter expert on product offerings, including team representative on firm workstreams and initiatives across products.

Required qualifications, skills, and capabilities: 

3-5 years of financial services product or wealth management experience; Lending experience Bachelor’s degree requiredSeries 7 & 66Advanced Microsoft Office skills including Excel and PowerPointSuperior analytical skills, including the ability to translate and synopsize complex data for decision-makingStrong project management, problem-solving, and time management skills. Ability to perform well in a deadline-driven, fast-paced environment and prioritize competing timelinesExceptional communication & interpersonal skills – ability to cultivate and build strong relationships with colleagues at all levels Ability to actively work within a team environment while driving accountability for personal goals

Preferred qualifications, skills, and capabilities:

Lending experience strongly preferredMBA preferred