J.P. Morgan Wealth Management- Executive Director, Banking & Liquidity Specialist

Testing Site - JPMC; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorganChase Wealth Management is seeking an Executive Director, Liquidity Specialist in New York to lead relationships with field leadership and Advisors, delivering expertise in fixed income and liquidity management for clients.

You will educate Advisors on investment platforms, present market views, and drive business development across money market funds, Treasuries, and other short-duration strategies while collaborating with cross-functional teams.

Qualifications

• 12+ years of investment experience.
• Series 7 and 66 licenses required.
• Bachelor’s degree required.
• Strong knowledge of the macro interest rate environment and wealth management products.

Responsibilities

• Build relationships with field leadership and Advisors and act as SME on investment solutions.
• Maintain expert knowledge of short-term investment solutions and related products.
• Present on investment themes, platforms, products, and strategies to Advisors and clients.
• Lead business development initiatives and coordinate Advisor development workshops.

Skills

Relationship management

Sales experience

Fixed income knowledge

Interpersonal skills

Presentation skills

Financial analysis

Communication skills

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Job description

Join the JPMorganChase Wealth Management team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across 3,500 branches and 20 offices.

As an Executive Director, Liquidity Specialist within J.P. Morgan Wealth Management, you will build relationships with field leadership and Advisors. The successful candidate will possess expert fixed income knowledge and serve as a subject matter expert (SME) for field leaders, Advisors, and clients. This role is responsible for driving the growth of the short-term investment product platform by building trusted relationships with Advisors, delivering product and platform education, and demonstrating deep expertise in markets, rates, and liquidity management. The successful candidate 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, active member of the wealth management ecosystem, building relationships with field leadership and Advisors.
• Maintain expert knowledge of short-term investment solutions (e.g., money market funds, brokered CDs, short-duration bond funds, mutual funds, Treasuries, bond ladders, checking, savings, CDs).
• Act as a subject matter expert, presenting on the firm’s investment themes, platforms, products, and strategies.
• Present on capital markets and investment solutions; partner with field leadership to implement the U.S. Wealth Management strategy.
• Lead business development initiatives—including 1:1 and group education, awareness campaigns, and market updates—and coordinate Advisor development workshops.
• Attend client meetings as the SME on investment solutions and positioning; deliver high-impact presentations in group and partner settings.
• Partner with Financial Advisors to source new opportunities and address existing client needs to attract and retain client assets.
• Apply the liquidity management framework and cash bucketing in goals-based discussions to assess near- and long-term liquidity needs, with a focus on excess cash.
• Collaborate with SMEs across Solutions and Practice Management to foster cross-functional idea sharing and deepen client relationships.
• Drive divisional goals to target, demonstrating value and contributing to overall business performance.

Required Qualifications, Capabilities, and Skills:

• 12+ years of investment experience.
• Series 7 and 66 licenses required.
• Bachelor’s degree required.
• Strong knowledge of the macro interest rate environment; deep understanding of wealth management, including fixed income, short-term yield options, and banking.
• Proven track record of sales and relationship management success.
• Exceptional interpersonal skills—the ability to advocate, influence, cultivate, and build strong relationships.
• Skilled at presenting, with the ability to communicate effectively in both group and individual settings.
• Advanced analytical skills, including financial analysis.

Preferred Qualifications, Capabilities, and Skills:

• Diversified wealth management and investment skills, including banking, lending, investment solutions, and wealth advisory.
• Sales experience strongly preferred.
• Ability to work actively within a team environment while maintaining accountability for personal goals.
• Team-oriented, with the ability to interact effectively across functions.
• Strong analytical skills, with the ability to translate and synthesize data.