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

The J.P. Morgan Wealth Management Liquidity Specialist team leads the adoption of short-term investment solutions for clients. Our team partners with Financial Advisors to deliver expert guidance on liquidity and banking products, supporting clients’ long-term goals through innovative investment strategies.

As a Vice President, Liquidity & Banking Specialist within 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. The successful candidate will have expert fixed income knowledge and serve as a subject matter expert for advisors and clients. You will guide the growth of the short-term investment product platform by building strong, trusted relationships with Advisors, delivering product and platform education, and demonstrating deep expertise in liquidity management. You will act as a valued extension of the Advisor team, identifying new client opportunities, proposing solutions for existing client needs, and providing cash management recommendations.

Job 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 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

Required qualifications, capabilities, and skills

• Hold Series 7 and 66 licenses
• Earn a Bachelor’s degree
• Demonstrate 7 years of investment and sales experience
• Exhibit strong knowledge of the macro interest-rate environment and wealth management
• Achieve proven sales and relationship-management success
• Communicate comfortably and effectively with Advisors and clients
• Present skillfully in both 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
• Apply strong analytical skills to synthesize investment data

Preferred qualifications, capabilities, and skills

• Demonstrate diversified wealth management and investment skills, including banking, lending, investment solutions, and wealth advisory
• Work actively within a team environment while maintaining accountability for personal goals
• Interact effectively across various 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

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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.