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Asset & Wealth Management, J.P. Morgan Securities, Product Manager – Lending Products, Vice President

Req #: 170085696
Location: New York, NY, US
Job Category: Customer Service
Potential Referral Amount: 0 US Dollar (USD)

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.4 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 $2.4 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 Product Manager for Lending will be responsible for the day to day management and maintenance of credit product suite within JPMS Banking & Lending Solutions, including securities-based lines of credit (Bank and Broker-Dealer), margin, and mortgage products, as well as interest control. Candidate will also oversee projects designed to drive the business forward, including sales and marketing efforts, business risk & control projects, and strengthening partnerships with the JPMS Financial Advisor population.


§  Serve as primary subject matter expert for Lending products and communications to JPMS management and Financial Advisors

§  Design and distribute product marketing materials to educate, collaborate, generate awareness, facilitate education, and collaborate with both the Banking & Lending Advisors and Specialists as well as the regional leadership to drive business results

§  Collaborate with key stakeholders across J.P. Morgan Wealth Management including product partners, marketing, middle office, legal, risk, finance, and operations to resolve production, quality, client service or risk-related issues. 

§  Ensure compliance with process and procedures in a constantly evolving regulatory environment through frequent product reviews and risk assessments

§  Develop and distribute business dashboard to senior management team

§  Participate in projects related to productivity improvements, compliance, and other matters as needed

§  Demonstrate ability to manage, influence and motivate upward and downward across function




§  7-9 years of experience in the Financial Services industry; history of loan product management preferred

§  Series 7, 63 required or ability to obtain with 120 days of hire

§  Bachelor’s degree required

§  Ability to interact with key business stakeholders, Financial Advisors and their clients on a regular basis    

§  Ability to lead multi-stakeholder projects end to end

§  Strong analytical skills including financial analysis; advanced Microsoft Office skills

§  Exceptional written and presentation skills

§  Ability to actively work within a team environment while taking individual responsibility for a number of tasks

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