VP, Liquidity Strategy & Banking Solutions

JPMorgan Chase & Co.; New York (NY); Sur place; USD 180 000 - 240 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in New York seeks a Vice President, Liquidity & Banking Specialist to partner with Financial Advisors, delivering expert guidance on liquidity and short-term investment solutions.

You will serve as a subject matter expert for advisors and clients, building trusted relationships and educating staff on platforms and investment themes. The role requires expert fixed income knowledge, strong sales and relationship skills, and the ability to source opportunities and propose

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.

Responsabilités

• Serve as a highly visible member of the wealth management ecosystem, building relationships with field leadership and Advisors.
• Maintain expert knowledge of short-term investment solutions (Money Market Funds, Brokered CDs, Short duration Bond Funds, Mutual Funds, Treasuries, Bond Ladders, Checking, Savings and CDs).
• Present on the firm’s investment themes, platforms, products, and strategies to stakeholders.
• Lead business development activities including education sessions, campaigns, and market updates.
• Create workshops for advisor development and ongoing education.
• Attend client meetings as the subject matter expert on investment solutions and positioning.
• Demonstrate strong presentation skills in group settings and in one-on-one discussions.
• Source new opportunities and respond to investment needs, aiming to attract and retain client assets.
• Apply liquidity management concepts and cash bucketing in client discussions.
• Collaborate with cross-functional teams to deepen client relationships and share ideas.
• Present on capital markets and investment solutions, supporting the Wealth Management strategy.

Connaissances

Series 7 license

Series 66 license

7+ years experience

Communication skills

Macro economics knowledge

Formation

Bachelor's degree

Description du poste

JPMorgan Chase & Co. in New York seeks a Vice President, Liquidity & Banking Specialist to partner with Financial Advisors, delivering expert guidance on liquidity and short-term investment solutions.

You will serve as a subject matter expert for advisors and clients, building trusted relationships and educating staff on platforms and investment themes. The role requires expert fixed income knowledge, strong sales and relationship skills, and the ability to source opportunities and propose