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. You will support growth of the short-term investment product platform by building trusted relationships with Advisors, providing product and platform education, and applying deep expertise in liquidity management. You will act as an extension of the Advisor team by identifying new client opportunities, proposing solutions for existing client needs, and providing cash management recommendations. The role involves maintaining expertise across short-term investment and banking products, presenting the firm’s investment themes and strategies, leading business development and advisor education, and attending client meetings as a solutions expert. You will apply liquidity-management and cash-bucketing concepts in goals-based conversations about clients’ near- and long-term liquidity needs, particularly excess cash. You will also collaborate with subject matter experts and field leadership to share ideas, deepen client relationships, and implement the U.S. Wealth Management strategy.
Requirements
- Hold Series 7 and Series 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.
- Have 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.
- Use 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 in a team environment while remaining accountable for personal goals.
- Interact effectively across different 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
- Build and foster business relationships with field leadership and Financial Advisors.
- 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 individual and group product education sessions, awareness campaigns, and market updates.
- Create and coordinate advisor-development workshops and ongoing education.
- 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 address 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, particularly excess cash.
- Collaborate with subject matter experts across Solutions and Practice Management to share ideas 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.
Benefits
- Competitive total rewards package, including base salary and, for eligible roles, 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.
- Reasonable accommodations for religious practices and beliefs, and mental health or physical disability needs.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
