Lead Management Jobs in San Francisco, CA
Lead Management jobs in San Francisco are concentrated across the city's SoMa, Financial District, and Mission Bay corridors, with strong demand from technology platforms, enterprise software, and financial services companies. Employers posting right now include OpenAI, JPMorganChase, and Cisco. Find a role that fits below and apply directly.
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Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Vice President - Lead Credit Officer on the Real Estate Banking team, you will be responsible for leading transaction-level credit review and ongoing portfolio credit oversight for a portfolio of clients. You will have primary day-to-day responsibility for managing new and existing credit exposure to developers, owners, operators, and sponsors. Real Estate Banking originates and manages a portfolio of credit products including real estate asset-level financings for ground-up construction, bridge facilities and stabilized term loans, entity-level working capital lines of credit, subscription lines for real estate private equity funds, as well as derivatives and treasury products.
Job Responsibilities
- Lead transaction-level credit due diligence and provide credit expertise in reviewing new facilities for recapitalizations, acquisitions, construction/development and general corporate purposes.
- Drive the credit approval process by reviewing and challenging key assumptions in financial, collateral, and sponsor/guarantor analyses; identify key risks, mitigants, and recommended structure/terms; and escalate approval recommendations as required.
- Articulate and defend credit approval rationale with senior leadership during internal approval committee meetings and periodic portfolio reviews, addressing key risks and mitigants, structuring considerations, and risk rating rationale.
- Ensure end-to-end credit processes are executed in a timely and efficient manner for new loan closings and amendments; contribute directly to drafting and refining credit memos while leveraging junior support as appropriate.
- Mentor and coach junior team members by providing hands-on guidance, constructive challenge, and timely feedback on credit analyses and approval materials.
- Serve as an escalation point for Portfolio Management on issues related to ongoing monitoring; maintain comprehensive oversight of the credit relationship, including exposure, collateral, threshold management, compliance, emerging risks, potential problems, and opportunities.
- Own risk rating quality and governance across assigned clients by ensuring rating rationale is well-supported, trends and early-warning indicators are identified, and documentation is consistent with internal standards and policy expectations.
- Coordinate with product partners (including treasury and derivatives stakeholders) to ensure appropriate monitoring of related exposures and key terms.
- Review loan and derivative documentation and support negotiation alongside internal partners (e.g., client coverage, legal, product teams), ensuring key negotiated terms are properly reflected in the final credit approval package.
-
Ensure compliance with audit and administrative requirements, including adherence to internal policies and procedures and applicable regulatory guidance.
Required Qualifications, Capabilities and Skills
- 5+ years of experience in commercial real estate (CRE) underwriting, lending, credit risk, or other applicable financial services experience
- Commercial real estate industry expertise (asset-level and portfolio credit)
- Advanced knowledge of financial statements and accounting
- Strong understanding of financial products, corporate finance, and market dynamics
- Strong written and verbal communication skills, including the ability to clearly articulate credit rationale and key risks
- Ability to effectively present analysis and interact with key stakeholders Highly proficient in Excel, PowerPoint and Word
Preferred Qualifications, Capabilities and Skills
- Experience reviewing and negotiating documentation related to credit agreements and trading/derivative documents (in partnership with internal stakeholders)
- Demonstrated capability to perform diligence and engage with clients when required
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
ABOUT USWe offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Vice President - Lead Credit Officer on the Real Estate Banking team, you will be responsible for leading transaction-level credit review and ongoing portfolio credit oversight for a portfolio of clients. You will have primary day-to-day responsibility for managing new and existing credit exposure to developers, owners, operators, and sponsors. Real Estate Banking originates and manages a portfolio of credit products including real estate asset-level financings for ground-up construction, bridge facilities and stabilized term loans, entity-level working capital lines of credit, subscription lines for real estate private equity funds, as well as derivatives and treasury products.
Job Responsibilities
- Lead transaction-level credit due diligence and provide credit expertise in reviewing new facilities for recapitalizations, acquisitions, construction/development and general corporate purposes.
- Drive the credit approval process by reviewing and challenging key assumptions in financial, collateral, and sponsor/guarantor analyses; identify key risks, mitigants, and recommended structure/terms; and escalate approval recommendations as required.
- Articulate and defend credit approval rationale with senior leadership during internal approval committee meetings and periodic portfolio reviews, addressing key risks and mitigants, structuring considerations, and risk rating rationale.
- Ensure end-to-end credit processes are executed in a timely and efficient manner for new loan closings and amendments; contribute directly to drafting and refining credit memos while leveraging junior support as appropriate.
- Mentor and coach junior team members by providing hands-on guidance, constructive challenge, and timely feedback on credit analyses and approval materials.
- Serve as an escalation point for Portfolio Management on issues related to ongoing monitoring; maintain comprehensive oversight of the credit relationship, including exposure, collateral, threshold management, compliance, emerging risks, potential problems, and opportunities.
- Own risk rating quality and governance across assigned clients by ensuring rating rationale is well-supported, trends and early-warning indicators are identified, and documentation is consistent with internal standards and policy expectations.
- Coordinate with product partners (including treasury and derivatives stakeholders) to ensure appropriate monitoring of related exposures and key terms.
- Review loan and derivative documentation and support negotiation alongside internal partners (e.g., client coverage, legal, product teams), ensuring key negotiated terms are properly reflected in the final credit approval package.
-
Ensure compliance with audit and administrative requirements, including adherence to internal policies and procedures and applicable regulatory guidance.
Required Qualifications, Capabilities and Skills
- 5+ years of experience in commercial real estate (CRE) underwriting, lending, credit risk, or other applicable financial services experience
- Commercial real estate industry expertise (asset-level and portfolio credit)
- Advanced knowledge of financial statements and accounting
- Strong understanding of financial products, corporate finance, and market dynamics
- Strong written and verbal communication skills, including the ability to clearly articulate credit rationale and key risks
- Ability to effectively present analysis and interact with key stakeholders Highly proficient in Excel, PowerPoint and Word
Preferred Qualifications, Capabilities and Skills
- Experience reviewing and negotiating documentation related to credit agreements and trading/derivative documents (in partnership with internal stakeholders)
- Demonstrated capability to perform diligence and engage with clients when required
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
ABOUT USWe offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
See All 83 Lead Management Jobs in San Francisco
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Find Lead Management JobsLead Management Job Market in San Francisco
Who's Hiring
- OpenAI13
- JPMorganChase13
- Cisco6
- AbbVie6
- Qcells6
Top Industries Hiring
- Construction & Real Estate
Lead Management Jobs in San Francisco: Frequently Asked Questions
How do I get a lead management job in San Francisco?
Focus your search on San Francisco's technology and enterprise software companies, which generate the highest volume of lead management openings locally. Roles tend to cluster in SoMa and the Financial District, where sales-driven organizations need people who can own pipeline quality and routing. Candidates who combine CRM fluency with experience in high-velocity sales environments stand out in this market.
Which companies hire lead managements in San Francisco?
San Francisco lead management roles are posted by OpenAI, JPMorganChase, and Cisco and others right now, based on current listings on Migrate Mate as of October 2026. The local market skews toward growth-stage technology companies and established enterprise software firms that run large inside sales operations from their San Francisco offices.
Are there remote lead management jobs in San Francisco?
Yes, though availability depends on the role. Lead management work that centers on CRM administration, data hygiene, and routing logic tends to be remote-friendly, while roles tied to live sales floor oversight or cross-functional coordination usually require on-site presence. About 88% of lead management openings tied to San Francisco are remote or hybrid as of October 2026, with the analytical and operations-focused positions making up the largest share of those flexible arrangements.
How can I get a lead management job in San Francisco with little or no experience?
The most realistic entry path in San Francisco is through a sales development or marketing operations role at a growth-stage technology company, where lead management responsibilities are often shared across small teams. Companies in SoMa and Mission Bay frequently hire coordinators and operations associates who rotate into dedicated lead management functions as they grow. Building hands-on experience with Salesforce or HubSpot and demonstrating an understanding of pipeline metrics will give you a concrete edge when applying locally.
Which industries hire the most lead managements in San Francisco?
Most lead management openings in San Francisco sit in Construction & Real Estate, per current listings on Migrate Mate as of October 2026. San Francisco's concentration of venture-backed technology firms and enterprise software companies creates consistent demand for professionals who can keep lead pipelines clean, properly routed, and conversion-ready.
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