The J.P. Morgan Wealth Management Liquidity Specialist team is responsible for driving 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 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 an Analyst, Liquidity Specialist within the J.P. Morgan Wealth Management Liquidity Specialist team, you will support senior Liquidity Specialists with advisors and leadership as they work to support their clients. You will have the opportunity to promote awareness and adoption of short-term investment solutions, work on strategies to attract and retain assets, and collaborate with various teams to create impactful client communications and educational materials.

Job responsibilities:

Translate and synopsize data to support strategies and solutions based on client goals and objectives in efforts to attract and retain assetsWork with the Liquidity Specialist on Field Leadership and Financial Advisor strategy to drive adoption and utilization of teamProvide support for awareness campaigns, market updates, prospecting opportunities, advisor resources and client communicationsAssist in the development of educational product presentations, awareness campaigns, and market updates focused on liquidity solutionWork alongside the Liquidity Specialists with the liquidity management framework and cash bucketing conceptsPartner with marketing teams to create actionable ideas collateral Partner with Data & Analytics team to curate opportunity lists 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, capabilities, and skills:

Series 7, 66 licensed2+ years of financial services experienceHigh 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 solutionsStrong verbal and written communication skillsBasic knowledge of macro interest rate environment; understanding of wealth management Diversified wealth management and investment skillsTeam-oriented with ability to interact effectively with various functions Bachelor’s degree required

 

Preferred qualifications, capabilities, and skills:

 Investments experience strongly preferredBanking, lending, and investment solutions a plus