The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth Management (CWM), J.P. Morgan Advisors (JPMA), J.P. Morgan Personal Advisors (our remote advice channel), and Self-Directed (our digital investing platform). The combined business has ~$600 billion in Assets Under Management and over 5,000 advisors located across 3,500 branches and 20 offices. 

 

As a Vice President, Liquidity Specialist within J.P. Morgan Wealth Management, you will serve as an investment solutions expert for Financial Advisors, focusing on growing the short-term investment product platform through strong relationships, product education, and deep knowledge of liquidity management. You will identify new client opportunities, propose solutions for existing client needs, and promote cash management recommendations.

 

Job Responsibilities 

Become 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 communityLead the strategy and design for both regular and ongoing business development activities to include but not limited to one-on-one and group product educational presentations, awareness campaigns, and market updates focused on liquidity solutionsPartner 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 assetsLead 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 meetingsHost actionable ideas calls and communicate key cash management messages timely and accuratelyCultivate relationships with Field Management and Financial Advisors; maintain consistent communication to deepen partnerships in support of goals and initiativesMaintain 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 skills

Series 7, 66 licensedA minimum of 7 years of investmentsKnowledge of macro interest rate environment; understanding of wealth management Diversified wealth management and investment skills, including banking and lending, investment solutionsTrack record of sales and relationship management successSuperior communication skills; ability to speak comfortably and effectively to Advisors and ClientsBachelor’s degree required

Preferred qualifications, capabilities, and skills

Sales experience and wealth advisory preferredAbility to actively work within a team environment while driving accountability for personal goalsTeam-oriented with ability to interact effectively with various functionsStrong analytical skills and ability to translate and synopsize data