This job has closed.

Chase · 3 weeks ago

J.P. Morgan Wealth Management - Associate, Liquidity Specialist

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

Full-time

Onsite

Entry Level

$77K/yr - $121K/yr

3+ 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 an Associate, Liquidity & Banking Specialist, you will promote awareness and adoption of short-term investment solutions while supporting senior Liquidity Specialists in their client relationships.

BankingFinancial Services

Responsibilities

Lead with the liquidity management framework and cash bucketing concepts

Understand client near- and long-term liquidity needs through thoughtful, goals-based discussions with a focus on excess cash

Demonstrate strong analytical skills by translating and synopsizing data to support strategies and solutions based on client goals and objectives in efforts to attract and retain assets

Work with the Specialist on Field Leadership and Financial Advisor strategy to drive adoption and utilization of the team

Provide support for awareness campaigns, market updates, prospecting opportunities, advisor resources, and client communications

Assist in the development of educational product presentations, awareness campaigns, and market updates focused on liquidity solutions

Partner with marketing teams to create actionable ideas and collateral

Utilize strong Excel and PowerPoint skills to pull reports and summarize findings in slides that support conversations with senior leadership and advisors

Liaise across the firm as appropriate, establishing and maintaining partnerships with the broader Investments and Products organization to foster cross-collaboration, idea sharing, and client deepening opportunities

Qualification

Series 766 licensedFinancial services experienceWealth management knowledgeMicrosoft Excel proficiencyMicrosoft PowerPoint proficiencyAnalytical skillsBachelor’s degreeInvestments experienceBankingLending knowledgeTeam-orientedVerbal communication skillsWritten communication skills

Required

Series 7, 66 licensed

3+ years of financial services experience

Knowledge of macro interest rate environment; understanding of wealth management

Diversified wealth management and investment skills

Team-oriented with ability to interact effectively with various functions

High level of proficiency using Microsoft Office products such as Excel and PowerPoint with the ability to translate and synopsize data using strong analytical skills to support strategies and solutions

Strong verbal and written communication skills

Bachelor's degree required