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Chase · 3 weeks ago

J.P. Morgan Wealth Management - Vice President, Liquidity Specialist

10 S Dearborn St, Chicago, IL, 60603, US

Full-time

Onsite

Mid, Senior Level

$119K/yr - $200K/yr

7+ years exp

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As the Vice President, Liquidity & Banking Specialist, you will partner with Financial Advisors to provide sales and product support for Liquidity and Banking solutions, driving the growth of the short-term investment product platform.

BankingFinancial Services

Responsibilities

Serve as a highly visible and active member of the wealth management ecosystem, establishing and fostering critical business relationships with field leadership and Advisors

Maintain expert knowledge of short-term investment solutions, including but not limited to Money Market Funds, Brokered CDs, Short duration Bond Funds, Mutual Funds, Treasuries, Bond Ladders, Checking, Savings and CDs

Act as a Subject Matter Expert, presenting on the firm’s investment themes, platforms, products, and strategies

Lead the strategy and execution of business development activities, including one-on-one and group product education sessions, awareness campaigns, and market updates

Create and coordinate workshops for advisor development, supporting ongoing education and skill-building

Attend client meetings as the subject matter expert on investment solutions and positioning

Demonstrate strong presentation skills, effectively communicating in group settings and partnering on presentations

Partner with Financial Advisors to source new opportunities and respond to investment needs for existing clients, with the goal of attracting and retaining client assets

Apply the liquidity management framework and cash bucketing concepts, engaging in thoughtful, goals-based discussions to understand clients’ near- and long-term liquidity needs, with a focus on excess cash

Collaborate with key subject matter experts across the Solutions and Practice Management organization to foster cross-functional idea sharing and client deepening opportunities

Present on capital markets and investment solutions, working collaboratively with field leadership to implement the U.S. Wealth Management strategy

Qualification

Series 7 licenseSeries 66 licenseInvestment solutions knowledgeSales experienceWealth management knowledgeRelationship managementAnalytical skillsCommunication skillsPresentation skillsTeam-oriented