Liquidity Solutions Director, Wealth Management

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

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.