VP, Liquidity Solutions & Banking Strategist

JP Morgan Chase; San Francisco (CA); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Job summary

JPMorgan Chase in San Francisco seeks a Vice President, Liquidity & Banking Specialist within Wealth Management to partner with Financial Advisors, provide sales and product support for liquidity and banking solutions, and act as a subject matter expert for advisors and clients.

You will guide the growth of the short-term investment product platform, deliver education, and build trusted relationships across the Advisor team, with a focus on rising client assets through thoughtful liquidity

Qualifications

• Hold Series 7 and 66 licenses and a Bachelor's degree to qualify for the role.
• Significant investment and sales experience is required to drive advisor support.
• Deep knowledge of liquidity-management concepts and short-term investment solutions.
• Strong communication and presentation skills for advisor and client education.
• Ability to lead business-development activities and build trusted advisor relationships.

Responsibilities

• Serve as a subject matter expert on liquidity and banking solutions for Advisors and clients.
• Provide sales and product support for liquidity and short-term investments.
• Lead product education sessions and workshops for Advisors.
• Present investment themes, platforms, and strategies to clients and Advisors.
• Drive business development, sourcing new opportunities and expanding assets.
• Communicate market updates and coordinate advisor training sessions.
• Collaborate with field leadership to implement Wealth Management strategy in the US.
• Guide clients through liquidity-management concepts and cash bucketing strategies.
• Attend client meetings as the liquidity specialist partner and presenter.
• Maintain expert knowledge of funds, Treasuries, CDs, and related instruments.

Skills

Series 7 license

Series 66 license

Investment sales experience

Liquidity management

Relationship management

Communication skills

Presentation skills

Analytical thinking

Education

Bachelor's degree

Job description

JPMorgan Chase in San Francisco seeks a Vice President, Liquidity & Banking Specialist within Wealth Management to partner with Financial Advisors, provide sales and product support for liquidity and banking solutions, and act as a subject matter expert for advisors and clients.

You will guide the growth of the short-term investment product platform, deliver education, and build trusted relationships across the Advisor team, with a focus on rising client assets through thoughtful liquidity