VP, Liquidity & Banking Specialist — Wealth Management

JP Morgan Chase; Chicago (IL); On-site; USD 119,000 - 210,000; Full time

Job summary

JPMorgan Chase in San Francisco, CA, and other locations seeks a Vice President, Liquidity & Banking Specialist to support liquidity and banking solutions for Wealth Management clients. You will partner with Financial Advisors to provide sales and product support for liquidity solutions and act as a subject matter expert on short-term investments.

The role emphasizes expert fixed income knowledge, client advisory skills, and collaboration to grow the short-term investment product platform and

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

• Establish and foster 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

Investment sales

Relationship management

Communication

Presentation skills

Liquidity concepts

Cross-functional collaboration

Education

Bachelor’s degree

Job description

JPMorgan Chase in San Francisco, CA, and other locations seeks a Vice President, Liquidity & Banking Specialist to support liquidity and banking solutions for Wealth Management clients. You will partner with Financial Advisors to provide sales and product support for liquidity solutions and act as a subject matter expert on short-term investments.

The role emphasizes expert fixed income knowledge, client advisory skills, and collaboration to grow the short-term investment product platform and