J.P. Morgan Wealth Management - Vice President, Liquidity & Banking Specialist
About The Position
As a Vice President on the J.P. Morgan Wealth Management Liquidity Specialist team, you will partner with Financial Advisors to provide sales and product support for Liquidity and Banking solutions and serve as a subject matter expert for advisors and clients. The role focuses on helping clients manage short-term investment and liquidity needs while supporting the adoption and growth of short-term investment solutions. You will build trusted relationships with Advisors, educate them on products and platforms, and apply deep expertise in liquidity management. You will act as an extension of the Advisor team by identifying client opportunities, proposing solutions, and providing cash management recommendations. The position also involves presenting investment themes and strategies, leading business-development and education activities, and collaborating across the Solutions and Practice Management organization to support the U.S. Wealth Management strategy.
Requirements
- Hold Series 7 and 66 licenses.
- Earn a Bachelor’s degree.
- Have 7 years of investment and sales experience.
- Demonstrate strong knowledge of the macro interest-rate environment and wealth management.
- Show proven sales and relationship-management success.
- Communicate comfortably and effectively with Advisors and clients.
- Present skillfully in group and one-on-one settings.
- Guide clients through liquidity-management concepts.
- Lead educational sessions for Advisors.
- Execute business-development activities and build trusted relationships with Advisors and field leadership.
- Apply strong analytical skills to synthesize investment data.
Nice To Haves
- Demonstrate diversified wealth management and investment skills, including banking, lending, investment solutions, and wealth advisory.
- Work actively within a team environment while maintaining accountability for personal goals.
- Interact effectively across various functions.
- Translate and synthesize data using strong analytical skills.
- Lead collaborative projects with field leadership.
- Guide clients through complex investment solutions.
- Execute cross-functional idea-sharing initiatives.
Responsibilities
- Establish and foster key business relationships with field leadership and Financial Advisors as an active member of the wealth management ecosystem.
- Maintain expert knowledge of short-term investment solutions, including Money Market Funds, Brokered CDs, Short duration Bond Funds, Mutual Funds, Treasuries, Bond Ladders, Checking, Savings, and CDs.
- Present the firm’s investment themes, platforms, products, and strategies as a subject matter expert.
- Lead business-development activities, including one-on-one and group product education sessions, awareness campaigns, and market updates.
- Create and coordinate workshops that support Advisor development, ongoing education, and skill-building.
- Attend client meetings as a subject matter expert on investment solutions and positioning.
- Communicate effectively in group settings and partner on presentations.
- Partner with Financial Advisors to source new opportunities and respond to existing clients’ investment needs, with the goal of attracting and retaining client assets.
- Apply liquidity-management frameworks and cash-bucketing concepts in goals-based discussions about clients’ near- and long-term liquidity needs, with a focus on excess cash.
- Collaborate with subject matter experts across the Solutions and Practice Management organization to encourage cross-functional idea sharing and identify client-deepening opportunities.
- Present on capital markets and investment solutions and work with field leadership to implement the U.S. Wealth Management strategy.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
