J.P. Morgan Wealth Management - Associate, Liquidity Specialist

Testing Site - JPMC; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

Testing Site - JPMC, part of JPMorgan Wealth Management, seeks an Associate, Liquidity & Banking Specialist to guide awareness and adoption of short-term investment and banking solutions. You will support senior liquidity specialists and work with advisors to deliver client-focused liquidity strategies.

Proficiency in Excel and PowerPoint, strong communication, and Series 7/66 licensing are valued as you translate data into insights and help drive asset retention across the client base.

Qualifications

• Series 7 and 66 licenses are required.
• At least 3+ years in financial services.
• Knowledge of macro rate environments and wealth management.
• Diversified wealth management and investment skills.
• Team-oriented with cross-functional collaboration ability.
• Proficient in Excel and PowerPoint with data translation skills.
• Strong verbal and written communication skills.
• Bachelor’s degree required.

Responsibilities

• Lead liquidity management framework and cash bucketing concepts.
• Assess client liquidity needs through goals-based discussions.
• Translate data to support strategies and client objectives.
• Support Field Leadership and Financial Advisor strategy for adoption.
• Assist in awareness campaigns, market updates, and client communications.
• Develop educational presentations and collateral on liquidity solutions.
• Collaborate with marketing to create actionable ideas.
• Use Excel/PowerPoint to summarize findings for leadership.
• Coordinate with cross-firm teams for client deepening opportunities.

Skills

Series 7 & 66 licensed

3+ years financial services

Wealth management knowledge

Advanced Excel & PowerPoint

Strong communication skills

Education

Bachelor’s degree

Tools

Excel

PowerPoint

Job description

Be part of a dynamic Wealth Management team that leads the adoption of innovative liquidity and banking solutions. Collaborate with experts to execute strategies that help clients achieve their financial goals. Work in an energetic environment where your enthusiasm and analytical skills contribute to client success.

As an Associate, Liquidity & Banking Specialist within the J.P. Morgan Wealth Management team, you will guide awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, Managed Bond Ladders, and Banking products such as Checking, Savings, and CDs. You will support senior Liquidity Specialists with advisors and leadership as they work to support their clients. If you are personally motivated and passionate about executing solutions across organizational boundaries, you may be the perfect fit for our team.

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