J.P. Morgan Wealth Management

3 weeks ago

Chicago, United States JPMorgan Chase Full time
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.

The J.P. Morgan Wealth Management Liquidity Specialist will serve as an investment solutions expert for Financial Advisors of J.P. Morgan Wealth Management. The primary focus of this role will be growth of the short-term investment product platform, driven by the formation of strong, trusted relationships with Advisors, product and platform education, and a deep knowledge of the liquidity management framework. The successful candidate will become a trusted extension of the Advisor team to help identify new client opportunities, propose solutions for existing client needs and drive 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 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


About us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veteran

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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