J

JP Morgan Chase

Runs a consumer bank and an investment bank

Executive Director

Full-TimeUpdated on 10/17/2026
$143k - $245k
Expert
Houston, TX, USA+2 moreMore locations: Plano, TX, USA | Columbus, OH, USA
In Person
Finance & BankingRetail & Commercial Banking

About the job

Requirements
  • Significant experience in consumer lending, auto finance, underwriting, credit operations, premium servicing, client coverage, or financial services operations.
  • Strong understanding of underwriting processes, credit decisioning, documentation requirements, fulfillment workflows, and operational controls.
  • Proven ability to lead complex cross-functional initiatives from strategy through execution.
  • Demonstrated experience building or managing high-touch service models, complex client escalation teams, premium client support functions, or specialized fulfillment teams.
  • Strong business acumen, including the ability to connect client experience improvements to conversion, funded volume, revenue, risk-adjusted returns, productivity, and relationship value.
  • Executive presence and ability to influence senior stakeholders across business, risk, operations, legal, compliance, product, finance, and distribution channels.
  • Strong judgment and ability to balance client experience, commercial outcomes, operational efficiency, risk discipline, and control requirements.
  • Demonstrated ability to build teams, manage performance, coach talent, and create repeatable operating routines.
  • Strong analytical orientation, including experience using dashboards, scorecards, funnel metrics, SLA reporting, and performance insights to manage a business.
  • Excellent written and verbal communication skills, including experience preparing executive-level updates and governance materials.
  • Ability to operate in ambiguity, design new capabilities, and scale processes in a controlled environment.
Responsibilities
  • Lead the design, launch, and scaling of the HNW Auto Concierge team within Chase Auto Direct, with explicit goals of funded-loan growth, higher conversion, and higher satisfaction for high-value buyers.
  • Build a premium service model for high-value auto clients, including referral intake, eligibility triage, case assignment, documentation orchestration, underwriting handoff, funding coordination, and post-close follow-up.
  • Establish a clear operating model that separates concierge execution from independent underwriting decisioning.
  • Partner closely with Underwriting, Credit Risk, Operations, Legal, Compliance, Product, Digital, Finance, Chase Private Client, Wealth Management, Private Bank partners, and Dealer Services as appropriate.
  • Define client eligibility tiers, referral channels, service standards, escalation protocols, and performance metrics.
  • Create scalable processes, playbooks, SLAs, dashboards, and governance routines to support consistent execution.
  • Manage and develop a high-performing team of concierge relationship managers, deal coordinators, channel liaisons, business analysts, and controls / quality partners.
  • Drive measurable business impact, including improved conversion, faster cycle times, reduced underwriting rework, increased funded volume, stronger banker / advisor satisfaction, and enhanced client experience.
  • Develop executive reporting for senior leadership, including performance trends, business impact, operational bottlenecks, risk indicators, and investment needs.
  • Ensure the team operates with strong controls, fair and consistent client treatment, documentation quality, and adherence to applicable policies and procedures.
  • Identify opportunities to automate intake, routing, status updates, reporting, and workflow management as the model scales; serve as the senior escalation point for complex, sensitive, or time-critical HNW auto financing requests.
Desired Qualifications
  • Experience in auto lending, direct-to-consumer lending, private client servicing, affluent / HNW client segments, dealer services, mortgage fulfillment, wealth-adjacent lending, or executive escalation management.
  • Prior experience partnering with underwriting or credit risk teams in a regulated lending environment.
  • Experience designing intake models, case management workflows, eligibility frameworks, escalation governance, or SLA-based service teams.
  • Familiarity with Chase Private Client, J.P. Morgan Wealth Management, Private Bank, or other affluent / HNW client channels.
  • Experience managing teams that support bankers, advisors, dealers, partners, or relationship managers.
  • Experience with process improvement, automation, workflow tooling, CRM, or digital lending transformation.
  • Strong understanding of fair lending, UDAAP, complaint escalation, operational risk, and control expectations in consumer financial services.

About the company

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1799

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Simplify's Take

What believers are saying

  • Growth is broad-based: every JPMorgan division posted record revenue in the June 2026 quarter, and trading jumped 35%.
  • Stock grants gained value: shares rose 21% in three months, valuing JPMorgan at $965 billion in August 2026.
  • Tech teams are well funded: JPMorgan's nearly $20 billion yearly tech budget is the largest in banking.

What critics are saying

  • AI is shrinking some teams: Dimon said in July 2026 that AI cut up to 40% of certain roles.
  • Plan on five office days a week: JPMorgan ended hybrid schedules for all staff in early 2025.
  • It is fighting the president in court: Trump sued JPMorgan for $5 billion in January 2026 over his closed accounts.

What makes JP Morgan Chase unique

  • It ranks first in investment banking: JPMorgan earned 9.3% of global deal fees in the first half of 2026.
  • It trains future CEOs: 10 Fortune 500 chiefs were JPMorgan alumni in September 2025, fifth-most of any employer.
  • Its payments arm is a hidden giant: JPMorgan says it processes $12 trillion a day across 160-plus countries.

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Benefits

  • Health Insurance
  • Flexible Work Hours
  • Paid Sick Leave
  • Paid Holidays

Growth & Insights and Company News

Headcount

6 month growth

-9%

1 year growth

-4%

2 year growth

-4%
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