J.P. Morgan Wealth Management - Executive Director, Banking & Liquidity Strategy & Execution Lead
About The Position
The Executive Director, Strategy and Execution Lead within J.P. Morgan Wealth Management’s Banking & Liquidity Solutions organization leads strategic planning, business execution, reporting, and sales enablement initiatives. The role translates business priorities into actionable plans, measurable results, and scalable processes through organizational discipline and effective communication. It partners with business leaders, sales specialists, marketing teams, and other stakeholders to develop insights, content, and tools that strengthen client engagement and support informed decision-making and operational excellence. The role contributes to the growth and execution strategy for banking and short-term investment liquidity solutions, insights, and education for Advisors. It supports leadership priorities, coordinates cross-functional work, and helps Advisors engage clients with clarity, confidence, and consistency.
Requirements
- 10+ years of experience in financial services, with exposure to product management, sales, or business management functions.
- Exceptional organizational and project management skills, including the ability to prioritize competing demands and deliver under tight deadlines.
- Excellent written and verbal communication and presentation skills, including the ability to synthesize complex topics into clear recommendations.
- Strong interpersonal skills and the ability to collaborate effectively and build partnerships across multiple levels and business functions.
- Exceptional attention to detail and a consistent record of high-quality execution in a changing environment.
- Knowledge of yield and liquidity products, especially traditional bank accounts and short-term investments.
- Experience in wealth management or private banking, with the ability to engage credibly with advisors, clients, and senior executives in these organizations.
- Experience developing business reporting, performance metrics, dashboards, or management presentations.
- Versatility in managing responsibilities across run-the-business activities and field enablement.
Nice To Haves
- Active Securities Industry Essentials (SIE), Series 7, and Series 66 licenses, or Series 63 and Series 65 licenses; willingness to obtain the licenses is also a plus.
- Demonstrated ability to manage multiple projects, priorities, and deliverables simultaneously.
- Ability to develop and implement business processes, operating routines, or execution plans.
Responsibilities
- Lead the team’s strategic roadmap by defining execution plans, tracking initiative progress, escalating risks early, and ensuring disciplined delivery of leadership priorities.
- Establish a consistent cadence for initiative tracking and leadership performance reporting, including project dashboards, financial performance reporting, team scorecards, and executive summaries.
- Partner with business management and cross-functional stakeholders to align on shared priorities, coordinate workstreams, and identify growth opportunities.
- Design and implement standardized go-to-market and sales enablement processes, including field-ready content, messaging, operating rhythms, presentations, emails, opportunity lists, and advisor-approved materials in partnership with the Marketing Lead.
- Manage a centralized resource hub for specialist and team use, including team-developed and shared content, regional tracking, and opportunity reporting.
- Manage varied responsibilities across run-the-business activities and field enablement, including building executive-level presentations, drafting client-facing communications, and reviewing opportunity lists.
- Influence and align stakeholders by balancing competing priorities, building strong relationships, and driving decisions to closure.
- Maintain current knowledge of relevant products, market dynamics, and regulatory considerations to inform strategy, messaging, and execution.
- Coordinate junior resources by providing direct feedback, coaching, and day-to-day leadership to support performance and development.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
