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Wealth Management, Private Bank, PLP Lending Specialist, Team Lead, Executive Director
lead · Asset Management
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
As apart of the Professional Loan Program (PLP) team, we offer tailored loan programs to employees of our private equity clients, to enable them to personally co-invest in the funds being managed by their firms. We also use the PLP to offer loans or lines of credit to new partners at professional service firms to finance their partnership equity purchases. This role will work closely with key stakeholders across the Firm — such as Private Bankers, Credit Risk, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team.
Job Responsibilities:
Client Engagement
- As the borrower’s main point of contact, you will be responsible for introducing the Professional Loan Program during Firm Kick-Off calls and collaborating with the Borrower Specialist team to ensure smooth application and loan booking process
- Acts as the primary relationship manager regarding the application, operations and overall client and borrower experience regarding the PLP Program
- Partner with Lending Specialist to understand overall Firm structure, and program specific considerations
- Responsible for hosting ongoing calls with Firms to discuss program structure, application process, operations and introduce other key contacts.
- Partner with Lending Specialists to understand new Program level pipeline and upcoming Program modifications to ensure borrower specialist teams are appropriately staffed.
Partnership with Borrower Specialist
- Partners with Borrower Specialist team to ensure tasks are appropriately executed, application process is handled correctly and all escalations are effectively managed
- Informing PLP Borrower Specialist team of any upcoming application surges and program level changes that may impact borrower loans (e.g. fund joiners, pricing changes)
- Help in the implementation of a successful program launch and origination
Business Development
- Identifying other client opportunities within the PLP Borrower population and deepen client relationships by bringing in deposits and referring wealth advisory, trust, lending and other banking services
- Understand bank-wide offerings to be speak to products and services offered throughout the PB
- Aids in the implementation of the client lifecycle journey for your subset of PLP programs to ensure deepening of borrower relationships
Required Qualifications, Capabilities and Skills:
- 10 years of experience in Wealth Management or Banking preferred
- Bachelor’s Degree
- Demonstrated ability for sales and client relationship management
- Strong communication, decision-making and interpersonal skills
- Excellent organizational and time-management skills and attention to detail
- Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision
- Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF