Liquidity Strategy Associate — Wealth & Banking Solutions

Testing Site - JPMC; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking an Associate, Liquidity & Banking Specialist to support senior Liquidity Specialists and Financial Advisors.

You will promote short-term investment solutions and banking products, helping clients manage their cash and liquidity needs. Key responsibilities include leading liquidity frameworks, analyzing client cash needs, preparing reports and presentations with Excel and PowerPoint, and collaborating across Investments and Products teams.

Qualifications

• Series 7 and 66 licenses are required.
• 3+ years of financial services experience.
• Knowledge of macro interest rate environment and wealth management.
• Strong communication and analytical skills; teamwork.
• Bachelor’s degree is required.

Responsibilities

• Lead with liquidity management framework and cash bucketing concepts.
• Understand client liquidity needs through goals-based discussions.
• Translate data to support strategies and solutions for client goals.
• Drive adoption of liquidity solutions with Field Leadership and Advisors.
• Support awareness campaigns, market updates, and client communications.
• Develop educational product presentations and collateral.
• Partner with marketing to create actionable ideas.
• Use Excel and PowerPoint to pull reports and summarize findings.

Skills

Series 7 license

Series 66 license

3+ years financial services experience

Macro interest rate knowledge

Wealth management knowledge

Team-oriented

Strong verbal and written comms

Excellent analytical skills

Investments experience preferred

Banking & investment solutions a plus

Education

Bachelor’s degree

Tools

Excel

PowerPoint

Job description

J.P. Morgan Wealth Management is seeking an Associate, Liquidity & Banking Specialist to support senior Liquidity Specialists and Financial Advisors.

You will promote short-term investment solutions and banking products, helping clients manage their cash and liquidity needs. Key responsibilities include leading liquidity frameworks, analyzing client cash needs, preparing reports and presentations with Excel and PowerPoint, and collaborating across Investments and Products teams.