JPMorgan JP Morgan Wealth Management - Vice President Liquidity Specialist 

United States, Illinois, Chicago 

776605201

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 community
• Lead 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 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 skills

• Series 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 skills

• Ability 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