J.P. Morgan Wealth Management Associate, Liquidity Specialist
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Job Location:
Chicago, IL - USA
Monthly Salary:
Not Disclosed
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
As an Associate Liquidity & Banking Specialist within the J.P. Morgan Wealth Management team you will be responsible for promoting awareness and adoption of short-term investment solutions including Money Market Funds Brokered CDs Ultrashort Bond Funds Mutual Funds Treasuries Managed Bond Ladders as well as Banking products including Checking Savings and CDs. As the successful candidate you will support senior Liquidity Specialists with advisors and leadership as they work to support their clients.
As an Associate Liquidity & Banking Specialistyou will be responsible for driving awareness and adoption ofshort-term investment solutions including Money Market Funds Brokered CDs Ultrashort Bond Funds Mutual Funds Treasuries Managed Bond Ladders as well as Banking products including Checking Savings and CDs. A successful candidate will work alongside senior Liquidity & Banking Specialists to support their relationships with advisors and propose solutions based on client near and long-term goals.
Job 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.
Required qualifications skills and capabilities
- 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
- Bachelors degree required
Preferred qualifications capabilities and skills:
- Investments experience strongly preferred
- Banking lending and investment solutions a plus
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
