J.P. Morgan Wealth Management Vice President, Liquidity Specialist
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Job Location:
Chicago, IL - USA
Monthly Salary:
Not Disclosed
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
TheJ.P. Morgan Wealth Management Liquidity Specialistteam is 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 to support clients long term goal. A successful candidate will support senior Liquidity Specialists with advisors and leadership as they work to support their clients.
As the 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. The successful candidate will have expert fixed income knowledge and serve as a SME for advisors and clients. You will be responsible for driving 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 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 firms 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
- Series 7 and 66 licenses required
- Bachelors degree required
- 7 years of investment and sales experience
- Strong knowledge of the macro interest rate environment and wealth management
- Proven track record of sales and relationship management success
- Superior communication skills; ability to speak comfortably and effectively with Advisors and clients
- Skilled at presenting with the ability to communicate effectively in both group and individual settings
Preferred Qualifications Capabilities and Skills
- Diversified wealth management and investment skills including banking lending investment solutions and wealth advisory
- Ability to work actively within a team environment while maintaining accountability for personal goals
- Team-oriented with the ability to interact effectively across various functions
- Strong analytical skills with the ability to translate and synthesize data
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
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
