Wealth Management, Deposit Sales Specialist, Vice President

JPMorgan Chase & Co.•New York, NY

1d•$125,000 - $215,000

About The Position

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors. The Wealth Management & Investment Solutions (WMIS) division focuses on delivering high-quality advice, service, and products to High and Ultra High Net Worth (H/UHNW) individuals and families globally. WMIS is involved in all aspects of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. The business model emphasizes deep client relationships, an integrated team structure, and a comprehensive platform serving multiple channels, including J.P. Morgan Private Bank. As a Deposit Sales Specialist, Vice President, you will partner with bankers, investors, regional leadership, and Client Service teams (Integrated Team Members – ITMs) to provide Banking sales management, thought leadership, and product support to J.P. Morgan Private Bank clients. The successful candidate will be responsible for the growth of the Private Bank deposit book in their region and provide customized client solutions.

Requirements

5+ years of cash management sales and relationship management experience
Knowledge and understanding of macroeconomic dynamics and rate markets
Team-oriented with ability to develop strong working relationships with clients and colleagues
Innovative and entrepreneurial mindset with ability to contribute ideas for platform evolution
Strong verbal and written communication skills
Strong analytical and time management skills
Demonstrated experience of meeting or exceeding sales goals; proven top contributor
Undergraduate Degree
Series 7 and 63 preferred, or otherwise required within 12 months of date of hire

Responsibilities

Partner with ITMs to drive increased penetration of banking products and solutions for existing and new clients
Provide support for general inquiries (e.g. overview of deposit product features, pricing, rates commentary, etc.)
Proactively educate advisors on cash management strategies and relevant macro and rate market conditions
Partner with leadership to design, manage, and track sales efforts
Present tailored proposals, pricing analyses and cost/benefit analyses based on client needs
Manage / approve rate and pricing exceptions within delegated authorities