VP, Liquidity & Banking Solutions Leader

Aumni; United States; On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive total rewards

Base salary plus commission

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase Wealth Management seeks a Vice President, Liquidity & Banking Specialist to partner with Financial Advisors and deliver guidance on liquidity and short-term investment solutions. You will lead education sessions, present market themes, and drive business development across advisor networks.

As a subject matter expert, you will apply cash management principles, build trusted relationships, and identify opportunities to grow client assets while collaborating with cross-functional

Qualifications

• Hold Series 7 and 66 licenses.
• Earn a Bachelor's degree.
• Demonstrate 7 years of investment and sales experience.
• Exhibit strong knowledge of the macro interest-rate environment and wealth management.
• Achieve proven sales and relationship-management success.
• Communicate comfortably and effectively with Advisors and clients.
• Present skillfully in both group and one-on-one settings.
• Guide clients through liquidity-management concepts.
• Lead educational sessions for Advisors.
• Execute business-development activities and build trusted relationships with Advisors and field leadership.
• Apply strong analytical skills to synthesize investment data.

Responsibilities

• Serve as a highly visible and active member of the wealth management ecosystem, establishing and fostering critical business relationships with field leadership and Advisors.
• Maintain expert knowledge of short-term investment solutions, including Money Market Funds, Brokered CDs, Short duration Bond Funds, Mutual Funds, Treasuries, Bond Ladders, Checking, Savings and CDs.
• Act as a subject matter expert, presenting on the firm’s investment themes, platforms, products, and strategies.
• Lead the strategy and execution of business development activities, including one-on-one and group product education sessions, awareness campaigns, and market updates.
• Create and coordinate workshops for advisor development, supporting ongoing education and skill-building.
• Attend client meetings as the subject matter expert on investment solutions and positioning.
• Demonstrate strong presentation skills, effectively communicating in group settings and partnering on presentations.
• Partner with Financial Advisors to source new opportunities and respond to investment needs for existing clients, with the goal of attracting and retaining client assets.
• Apply the liquidity management framework and cash bucketing concepts, engaging in thoughtful, goals-based discussions to understand clients’ near- and long-term liquidity needs, with a focus on excess cash.
• Collaborate with key subject matter experts across the Solutions and Practice Management organization to foster cross-functional idea sharing and client deepening opportunities.
• Present on capital markets and investment solutions, working collaboratively with field leadership to implement the U.S. Wealth Management strategy.

Skills

Series 7 license

Series 66 license

Investment and sales experience

Wealth management knowledge

Communication with Advisors

Education

Bachelor's degree

Job description

JPMorgan Chase Wealth Management seeks a Vice President, Liquidity & Banking Specialist to partner with Financial Advisors and deliver guidance on liquidity and short-term investment solutions. You will lead education sessions, present market themes, and drive business development across advisor networks.

As a subject matter expert, you will apply cash management principles, build trusted relationships, and identify opportunities to grow client assets while collaborating with cross-functional