Executive Director, Banking & Liquidity Strategy & Execution

J.P. Morgan

New York (NY)

On-site

USD 180,000 - 240,000

Full time

14 days+

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Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Wealth Management Banking & Liquidity Solutions is seeking an Executive Director, Strategy and Execution Lead to drive strategic planning, business execution, reporting, and sales enablement for the team.

You will translate priorities into actionable plans, partner with leaders across product, field and marketing, and design scalable processes that strengthen client engagement and outcomes. The role requires 10+ years in financial services, licenses (SIE/Series 7/66 or 63/65) or the

Qualifications

10+ years of experience in financial services with exposure to product management, sales, or business management functions.
Active SIE, Series 7, and Series 66 licenses (or Series 63 and Series 65), or the ability to obtain within one year of employment as a condition of employment.
Exceptional organizational and project management skills, with the ability to prioritize competing demands and deliver under tight deadlines.
Excellent written and verbal communication and presentation skills, including the ability to synthesize complex topics into clear recommendations.
Strong interpersonal skills and the ability to collaborate effectively, building partnerships across multiple levels and business functions.
Exceptional attention to detail and a consistent record of high-quality execution in a changing environment.
Ability to coordinate junior resources by providing direct feedback, coaching, and day-to-day leadership to support performance and development.
Knowledge of yield and liquidity products, especially traditional bank accounts and short-term investments.
Experience in wealth management or private banking, with the ability to engage credibly with advisors, clients, and senior executives in these types of organizations.

Responsibilities

Lead the team’s strategic roadmap by defining the execution plan, tracking initiative progress, escalating risks early, and ensuring disciplined delivery of leadership priorities.
Establish a consistent cadence for initiative tracking and performance reporting to leadership (e.g., project dashboards, financial performance, team scorecards, executive summaries) to highlight successes, enable decision-making, and reinforce accountability.
Partner with business management and cross-functional stakeholders to align on shared priorities, coordinate workstreams, and identify growth opportunities.
Design and implement standardized go-to-market and sales enablement processes by designing and scaling content, messaging, and operating rhythms that convert market insights into execution and growth with the field; responsibility includes development of field-ready presentations, emails, opportunity lists, and advisor-approved materials in partnership with our Marketing Lead
Manage a centralized resource hub for specialist/team use including content developed by the team, shared content used across Solutions and Practice Management peers, regional tracking, and opportunity reporting.
Operate with versatility by managing responsibilities across run-the-business (e.g. building executive-level presentations) to field enablement (e.g. drafting client-facing communications, reviewing opportunity lists)
Influence and align stakeholders by balancing competing priorities, building strong relationships, and driving decisions to closure.
Maintain current knowledge of relevant products, market dynamics, and regulatory considerations to inform strategy, messaging, and execution.