J.P. Morgan Wealth Management - Vice President, Liquidity & Banking Specialist
About The Position
As a Vice President on J.P. Morgan Wealth Management’s 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 the growth of the short-term investment product platform by building trusted relationships with Advisors, providing product and platform education, and applying expertise in liquidity management and fixed income. Acting as an extension of the Advisor team, you will identify client opportunities, propose solutions for existing needs, and provide cash management recommendations. The role involves educating Advisors and clients on short-term investment products and strategies, supporting business development, and contributing to the U.S. Wealth Management strategy through collaboration with field leadership and cross-functional subject matter experts. The position is subject to Section 19 of the Federal Deposit Insurance Act; an employment offer is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.
Requirements
- Hold Series 7 and Series 66 licenses.
- Have 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 effectively 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
- Diversified wealth management and investment skills, including banking, lending, investment solutions, and wealth advisory.
- Ability to work actively in a team while remaining accountable for personal goals.
- Ability to interact effectively across various functions.
- Ability to translate and synthesize data using strong analytical skills.
- Experience leading collaborative projects with field leadership.
- Ability to guide clients through complex investment solutions.
- Experience executing cross-functional idea-sharing initiatives.
Responsibilities
- Build and maintain 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 individual and group product education sessions, awareness campaigns, and market updates.
- Create and coordinate workshops to support Advisor development, ongoing education, and skill-building.
- Attend client meetings as the subject matter expert on investment solutions and positioning.
- Communicate and present effectively in group settings and in partnership with others.
- Partner with Financial Advisors to source new opportunities and address the investment needs of existing clients, with the goal of attracting and retaining client assets.
- Apply liquidity management frameworks and cash-bucketing concepts in goals-based discussions to understand clients’ near- and long-term liquidity needs, particularly excess cash.
- Collaborate with subject matter experts across Solutions and Practice Management 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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
