JPMorgan JP Morgan Wealth Management - Vice President 

United States, New York, New York 

517470338

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