Lead solutioning for on/off balance sheet deposit and investment products, while defining and configuring optimal solutions that address clients’ needs and objectives
Serve as a subject matter expert and consultative resources while working with Payment Sales Managers, Bankers, and clients to determine optimal product mix and deposit rates.
Own evaluation of deposit opportunities, pricing approvals and associated governance framework
Drive deposit strategy in evolving rate environment & incorporate firmwide balance sheet objectives to maximize NII
Educate and train coverage teams on deposit & investment product positioning, pricing philosophy, interest rate and macro trends
Share and solicit feedback on competitor offerings and industry trends to consistently refine JPM’s Liquidity's go-to-market approach
Provide market insights and industry outreach (presence) to support overall client engagement – incl. industry forums, events, whitepapers, etc.
Manage key initiatives for Payments Sales and Banker management teams with the goal of maximizing client and portfolio profitability, while attracting and solidifying broad customer relationships
Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
Collaborate with Portfolio Management and Deposit Product Management teams to Monitor and analyze deposit trends, customer behavior, and market conditions to identify opportunities and risks to portfolio
Required qualifications, capabilities, and skills
5+ years of experience in treasury, treasury services, banking, liquidity product and/or investment management
Ability to manage multiple deliverables simultaneously in a fast-pace environment
Strong analytical and critical thinking skills, proven ability to present findings in concise manner
Demonstrated success interfacing with clients/stakeholders (external/internal)
Ability to support/engage with senior management on high priority strategic projects
Work well with cross-functional partners and in a dynamic environment