VP, Liquidity & Banking Solutions

Testing Site - JPMC; Chicago (IL); On-site; USD 150,000 - 230,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Vice President, Liquidity & Banking Specialist in Chicago to partner with Financial Advisors, provide sales and product support for liquidity solutions, and serve as a subject matter expert on investments and cash management.

The role focuses on driving growth of short-term investment platforms, building trusted advisor relationships, delivering education, and presenting on capital markets and investment solutions within the Wealth Management

Qualifications

• Bachelor’s degree required and 7+ years of investment and sales experience.
• Series 7 and 66 licenses required.
• Strong knowledge of the macro interest rate environment and wealth management.
• Proven track record of sales and relationship management.

Responsibilities

• Serve as SME on liquidity and banking solutions for advisors and clients.
• Lead product education sessions, workshops, and awareness campaigns.
• Attend client meetings as subject matter expert.
• Sourcing new opportunities and expanding client assets with advisors.
• Present on capital markets and investment solutions with field leadership.

Skills

Series 7 & 66 licenses

Relationship management

Sales experience

Strong communication

Presentation skills

Education

Bachelor's degree

Job description

J.P. Morgan Wealth Management is seeking a Vice President, Liquidity & Banking Specialist in Chicago to partner with Financial Advisors, provide sales and product support for liquidity solutions, and serve as a subject matter expert on investments and cash management.

The role focuses on driving growth of short-term investment platforms, building trusted advisor relationships, delivering education, and presenting on capital markets and investment solutions within the Wealth Management