Lead Management Jobs in Plano, TX
Lead Management jobs in Plano, Texas are in strong demand, concentrated in Legacy Business Park, the Shops at Legacy corridor, and the Granite Park district across technology, financial services, and healthcare IT. Employers hiring right now include JPMorganChase, Fannie Mae, and Webber. 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.
Job Responsibilities:
- Perform client due diligence and financial analysis and summarize in written credit approval memos and reviews
- Review and approve trading activity, including recommending margin requirements as well as structural enhancements
- Provides credit expertise in structuring loan and derivative transactions
- Set and communicate credit exposure appetite across trading products utilizing internal exposure methodologies
- Oversee legal negotiations for traded products and traditional lending
- Serve as principal contact for and partner with colleagues from Sales & Trading, Prime Brokerage, Investor Client Management, Treasury & Security Services, Legal, IB Coverage, Syndicated & Leveraged Finance, Debt Capital Markets, and Ratings Advisory
- Assess creditworthiness of clients and assign appropriate credit ratings.
- Maintain updated credit research on a portfolio of clients
- Lead group wide efficiency projects
- Remains current on all aspects of the credit relationship, including exposure, threshold management, compliance, potential problems and opportunities.
- Leads credit due diligence for bank and bond executions in tandem with M&A transactions, LBOs, and portfolio refinancing
Required qualifications, capabilities, and skills
- A minimum of 6 years of Credit/Market risk experience is required
- Strong credit background and analytical skills – demonstrated ability to grasp accounting and corporate finance
- Solid familiarity with leveraged finance underwriting and credit agreements
- Possesses a solid understanding of financial products and market dynamics
- Strong interest in client interaction and possess outstanding verbal and written communication skills
- Ability to perform well under pressure on teams in a demanding environment
- Candidates should be highly proficient in Excel, PowerPoint and Word
Preferred qualifications, capabilities, and skills
- Knowledge of Asset Management, Financial Technology and FIG industries preferred
We 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.
Job Responsibilities:
- Perform client due diligence and financial analysis and summarize in written credit approval memos and reviews
- Review and approve trading activity, including recommending margin requirements as well as structural enhancements
- Provides credit expertise in structuring loan and derivative transactions
- Set and communicate credit exposure appetite across trading products utilizing internal exposure methodologies
- Oversee legal negotiations for traded products and traditional lending
- Serve as principal contact for and partner with colleagues from Sales & Trading, Prime Brokerage, Investor Client Management, Treasury & Security Services, Legal, IB Coverage, Syndicated & Leveraged Finance, Debt Capital Markets, and Ratings Advisory
- Assess creditworthiness of clients and assign appropriate credit ratings.
- Maintain updated credit research on a portfolio of clients
- Lead group wide efficiency projects
- Remains current on all aspects of the credit relationship, including exposure, threshold management, compliance, potential problems and opportunities.
- Leads credit due diligence for bank and bond executions in tandem with M&A transactions, LBOs, and portfolio refinancing
Required qualifications, capabilities, and skills
- A minimum of 6 years of Credit/Market risk experience is required
- Strong credit background and analytical skills – demonstrated ability to grasp accounting and corporate finance
- Solid familiarity with leveraged finance underwriting and credit agreements
- Possesses a solid understanding of financial products and market dynamics
- Strong interest in client interaction and possess outstanding verbal and written communication skills
- Ability to perform well under pressure on teams in a demanding environment
- Candidates should be highly proficient in Excel, PowerPoint and Word
Preferred qualifications, capabilities, and skills
- Knowledge of Asset Management, Financial Technology and FIG industries preferred
We 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 76 Lead Management Jobs in Plano
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Find Lead Management JobsLead Management Job Market in Plano
Who's Hiring
- JPMorganChase38
- Fannie Mae13
- Webber6
- Infosys6
- Optimum6
Top Industries Hiring
- Staffing & Recruiting
Lead Management Jobs in Plano: Frequently Asked Questions
How do I get a lead management job in Plano?
The strongest path into lead management in Plano runs through the city's technology and financial services sectors, where CRM-heavy teams actively recruit candidates who understand pipeline lifecycle and revenue operations. Legacy Business Park and the Granite Park corridor are where most of these roles cluster. Familiarity with tools like Salesforce or HubSpot and experience coordinating between sales and marketing teams gives candidates a clear edge in Plano's market.
Which companies hire lead managements in Plano?
Companies currently hiring lead managements in Plano include JPMorganChase, Fannie Mae, and Webber, per current listings on Migrate Mate as of September 2026. Plano's employer mix skews toward large technology firms, financial services companies, and healthcare platforms with established inside sales and demand generation teams.
Are there remote lead management jobs in Plano?
Yes, though availability depends on the role. Analytical and CRM-focused lead management positions tend to support remote arrangements, while roles tied to direct sales floor coordination are typically on-site. About 41% of lead management openings tied to Plano are remote or hybrid as of September 2026, with hybrid schedules most common among Plano's technology and financial services employers.
How can I get a lead management job in Plano with little or no experience?
The most realistic entry point in Plano is a sales development representative or marketing coordinator role at one of the city's mid-size technology or fintech companies, where lead qualification is a core daily function. Plano employers in the Legacy Park corridor regularly hire entry-level candidates into these pipeline-adjacent roles. Demonstrating hands-on experience with a CRM platform and showing comfort with lead scoring concepts, even through coursework or a personal project, sets applicants apart locally.
Which industries hire the most lead managements in Plano?
Most lead management openings in Plano sit in Staffing & Recruiting, per current listings on Migrate Mate as of September 2026. Plano's concentration of corporate headquarters and regional offices in those sectors drives consistent demand for professionals who can manage lead pipelines at scale.
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