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Asset & Wealth Management, J.P. Morgan Securities, Banking & Lending Advisor- Executive Director

Req #: 180021276
Location: New York, NY, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at


Asset & Wealth Management Overview: J.P. Morgan Asset & Wealth Management, with client assets of $2.6 trillion, 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.

JPMorgan Securities Overview: At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.


Primary Functions
The JPMS Banking & Lending Advisor will be responsible for generating awareness and adoption across the Banking & Lending product suite, including securities-based lines of credit, mortgage, deposits, credit cards, money market funds and cash sweeps.
Candidate will:
  • Cultivate relationships with Field Management, Financial Advisors and Client Associates; maintain consistent communication to deepen partnerships
  • Educate JPMS Financial Advisor on end to end product suite through delivery of educational programs, 1:1 training, and in-branch meetings
  • Partner with Financial Advisors to uncover potential opportunities to deliver sophisticated and innovative solutions to clients and prospects through awareness campaigns, market updates, prospecting opportunities, client communications, and book reviews
  • Partner with JPMS Marketing on new and innovative ways to drive awareness of the business
  • Consult on complex banking and lending situations based on client need
  • Participate in New Recruit onboarding and training
  • Partner with J.P. Morgan Private Bank partners (Product, Service, and Finance teams) as appropriate


  • 8-10 years of experience; banking and lending experience strongly preferred
  • Series 7, 63 required
  • Bachelors degree required; MBA preferred
  • Knowledge of capital markets and macro interest rate environment; understanding of wealth management including, but not limited to: investment management, trusts and financial planning
  • Knowledge of and proven success with complex banking and lending products and concepts, including but not limited to cash management accounts, deposit programs, residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance, art lending, and credit cards
  • Advanced analytical skills, including financial analysis
  • Ability to work in a team based environment and assist in the development and retention of junior team members
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