J.P. Morgan Wealth Management - Executive Director, Custom Lending Specialist

Job description

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 a Custom Lending Specialist within JP Morgan Chase Wealth Management, you will serve as a trusted, solutions-oriented lending expert and the primary point of contact for Financial Advisors, ultra-high net-worth clients, and Market Leadership. In this high-impact, fast-paced role, you will design and deliver custom lending solutions across commercial real estate (CRE), unsecured lending, restricted stock and concentrated equity-related financing, and other tailored specialty structures—helping some of the firm’s largest advisors and clients execute complex liquidity and financing objectives with excellence. You will implement and steward credit strategies that reflect clients’ unique circumstances, balance sheet complexity, and broader wealth-management goals. Leveraging a platform...