J.P. Morgan Wealth Management - Vice President, Liquidity & Banking Specialist

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

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