JPMorgan Chase & Co
J.P. Morgan Wealth Management - Vice President, Liquidity Specialist
JPMorgan Chase & Co, Chicago, Illinois, United States, 60290
JOB DESCRIPTION
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.The J.P. Morgan Wealth Management Liquidity Specialist will serve as an investment solutions expert for Financial Advisors of J.P. Morgan Wealth Management. The primary focus of this role will be growth of the short-term investment product platform, driven by the formation of strong, trusted relationships with Advisors, product and platform education, and a deep knowledge of the liquidity management framework. The successful candidate will become a trusted extension of the Advisor team to help identify new client opportunities, propose solutions for existing client needs and drive cash management recommendations.Job ResponsibilitiesBecome a highly visible and active member of the wealth management ecosystem, with a focus on establishing and fostering imperative business relationships with field leadership teams and our Advisor community.Lead the strategy and design for both regular and ongoing business development activities, including one-on-one and group product educational presentations, awareness campaigns, and market updates focused on liquidity solutions.Partner with Financial Advisors to source new opportunities through proactive prospecting as well as reactive investment opportunities for existing clients, in efforts to attract and retain client assets.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.Provide high caliber product expertise in client and prospect meetings.Host actionable ideas calls and communicate key cash management messages timely and accurately.Cultivate relationships with Field Management and Financial Advisors; maintain consistent communication to deepen partnerships in support of goals and initiatives.Maintain expert knowledge of short-term investment solutions including but not limited to Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries and short duration Fixed Income, Managed Bond Ladders, etc.Partner with key subject matter experts within broader Investments and Solutions organization to foster cross collaboration, idea sharing and client deepening opportunities.Required qualifications, capabilities, and skillsSeries 7, 66 licensed.A minimum of 7 years of investments and sales experience.Knowledge of macro interest rate environment; understanding of wealth management.Diversified wealth management and investment skills, including banking and lending, investment solutions, and wealth advisory preferred.Track record of sales and relationship management success.Superior communication skills; ability to speak comfortably and effectively to Advisors and Clients.Bachelor’s degree required.Preferred qualifications, capabilities, and skillsAbility to actively work within a team environment while driving accountability for personal goals.Team-oriented with ability to interact effectively with various functions.Strong analytical skills and ability to translate and synopsize data.
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The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.The J.P. Morgan Wealth Management Liquidity Specialist will serve as an investment solutions expert for Financial Advisors of J.P. Morgan Wealth Management. The primary focus of this role will be growth of the short-term investment product platform, driven by the formation of strong, trusted relationships with Advisors, product and platform education, and a deep knowledge of the liquidity management framework. The successful candidate will become a trusted extension of the Advisor team to help identify new client opportunities, propose solutions for existing client needs and drive cash management recommendations.Job ResponsibilitiesBecome a highly visible and active member of the wealth management ecosystem, with a focus on establishing and fostering imperative business relationships with field leadership teams and our Advisor community.Lead the strategy and design for both regular and ongoing business development activities, including one-on-one and group product educational presentations, awareness campaigns, and market updates focused on liquidity solutions.Partner with Financial Advisors to source new opportunities through proactive prospecting as well as reactive investment opportunities for existing clients, in efforts to attract and retain client assets.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.Provide high caliber product expertise in client and prospect meetings.Host actionable ideas calls and communicate key cash management messages timely and accurately.Cultivate relationships with Field Management and Financial Advisors; maintain consistent communication to deepen partnerships in support of goals and initiatives.Maintain expert knowledge of short-term investment solutions including but not limited to Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries and short duration Fixed Income, Managed Bond Ladders, etc.Partner with key subject matter experts within broader Investments and Solutions organization to foster cross collaboration, idea sharing and client deepening opportunities.Required qualifications, capabilities, and skillsSeries 7, 66 licensed.A minimum of 7 years of investments and sales experience.Knowledge of macro interest rate environment; understanding of wealth management.Diversified wealth management and investment skills, including banking and lending, investment solutions, and wealth advisory preferred.Track record of sales and relationship management success.Superior communication skills; ability to speak comfortably and effectively to Advisors and Clients.Bachelor’s degree required.Preferred qualifications, capabilities, and skillsAbility to actively work within a team environment while driving accountability for personal goals.Team-oriented with ability to interact effectively with various functions.Strong analytical skills and ability to translate and synopsize data.
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