Liquidity & Banking Specialist — Associate

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

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.