JPMorganChase · 5 hours ago
Wealth Management, Deposit & Treasury Sales Specialist
390 Madison Ave, New York, NY, 10017, US
Full-time
Onsite
Mid, Senior Level
$125K/yr - $215K/yr
5+ years expJ.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. The Deposit and Treasury Sales Specialist will partner with Private Bankers and Client Service teams to provide sales and product support for Banking and Treasury Services, focusing on the growth of the WMIS deposit book in their region.
Asset ManagementBankingFinancial Services
Responsibilities
Partner with ITMs to drive increased penetration of banking products and solutions for existing and new clients
Collaborate with ITMs to proactively provide treasury cash management solutions with a consultative and client driven framework
Lead business reviews for existing clients with treasury services, and make recommendations to improve the client experience via automation, fraud protection etc
Provide support for general inquiries (e.g. overview of deposit and treasury product features, pricing)
Present proposals, pricing analyses and cost/benefit analyses based on client needs
Manage / approve rate and pricing exceptions within delegated authorities
Qualification
Required
5+ years of cash management sales and relationship management experience
Knowledge and understanding of Treasury Service Products
Team-oriented with ability to develop strong working relationships with clients and colleagues
Strong verbal and written communication skills
Strong analytical and time management skills
Demonstrated experience of meeting or exceeding sales goals; proven top contributor
Undergraduate Degree
Series 7 and 63 preferred, but will be required within 12 months of date of hire
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-23
2026-01-22
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