The J.P. Morgan Wealth Management Liquidity Specialist team leads the adoption of short-term investment solutions for clients. Our team partners with Financial Advisors to deliver expert guidance on liquidity and banking products, supporting clients’ long-term goals through innovative investment strategies.
As a 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 and serve as a subject matter expert for advisors and clients. The successful candidate will have expert fixed income knowledge and serve as a subject matter expert for advisors and clients. You will guide 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 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 firm’s 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
- Hold Series 7 and 66 licenses
- Earn a Bachelor’s degree
- Demonstrate 7 years of investment and sales experience
- Exhibit strong knowledge of the macro interest-rate environment and wealth management
- Achieve proven sales and relationship-management success
- Communicate comfortably and effectively with Advisors and clients
- Present skillfully in both group and one-on-one settings
- Guide clients through liquidity-management concepts
- Lead educational sessions for Advisors
- Execute business-development activities and build trusted relationships with Advisors and field leadership
- Apply strong analytical skills to synthesize investment data
Preferred qualifications, capabilities, and skills
- Demonstrate diversified wealth management and investment skills, including banking, lending, investment solutions, and wealth advisory
- Work actively within a team environment while maintaining accountability for personal goals
- Interact effectively across various functions
- Translate and synthesize data using strong analytical skills
- Lead collaborative projects with field leadership
- Guide clients through complex investment solutions
- Execute cross-functional idea sharing initiatives