Within J.P. Morgan Wealth Management, the Strategy and Business Development role is an exciting opportunity for a talented, results-driven professional to join the Lending team. The Wealth Management Lending team serves as a point of contact for all inquiries from Advisors and Clients.As a 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, you 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, capabilities, and skills
A minimum of 6 years of financial services product or wealth management experience in Lending
Bachelor's degree required
Series 7, 66, & 24
Advanced Microsoft Office skills including Excel and PowerPoint
Superior analytical skills, including the ability to translate and synopsize complex data for decision-making
Strong project management, problem-solving, and time management skills. Ability to perform well in a deadline-driven, fast-paced environment and prioritize competing timelines
Exceptional 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, capabilities, and skills:
MBA is strongly preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/VeteransBase Pay/SalaryNew York,NY $170,000.00 - $285,000.00 / year
