As an Associate, Liquidity & Banking Specialist within the J.P. Morgan Wealth Management team, you will be responsible for promoting awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, Managed Bond Ladders as well as Banking products including Checking, Savings and CDs. As the successful candidate you will support senior Liquidity Specialists with advisors and leadership as they work to support their clients.

As an Associate, Liquidity & Banking Specialist you will be responsible for driving awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, Managed Bond Ladders as well as Banking products including Checking, Savings and CDs. A successful candidate will work alongside senior Liquidity & Banking Specialists to support their relationships with advisors and propose solutions based on client near and long-term goals.

Job responsibilities

• 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.
• Demonstrate strong analytical skills by translating and synopsizing data to support strategies and solutions based on client goals and objectives in efforts to attract and retain assets.
• Work with the Specialist on Field Leadership and Financial Advisor strategy to drive adoption and utilization of the team.
• Provide support for awareness campaigns, market updates, prospecting opportunities, advisor resources, and client communications.
• Assist in the development of educational product presentations, awareness campaigns, and market updates focused on liquidity solutions.
• Partner with marketing teams to create actionable ideas and collateral.
• Utilize strong Excel and PowerPoint skills to pull reports and summarize findings in slides that support conversations with senior leadership and advisors.
• Liaise across the firm as appropriate, establishing and maintaining partnerships with the broader Investments and Products organization to foster cross-collaboration, idea sharing, and client deepening opportunities.

Required qualifications, skills, and capabilities

• Series 7, 66 licensed
• 3+ years of financial services experience
• Knowledge of macro interest rate environment; understanding of wealth management
• Diversified wealth management and investment skills
• Team-oriented with ability to interact effectively with various functions
• High level of proficiency using Microsoft Office products such as Excel and PowerPoint with the ability to translate and synopsize data using strong analytical skills to support strategies and solutions
• Strong verbal and written communication skills
• Bachelor’s degree required

Preferred qualifications, capabilities, and skills:

• Investments experience strongly preferred
• Banking, lending, and investment solutions a plus

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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/Veterans