VP, Liquidity Strategy & Banking Solutions

JP Morgan Chase

San Francisco (CA)

Vor Ort

USD 180.000 - 280.000

Vollzeit

Vor 5 Tagen

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Zusammenfassung

JPMorgan Chase Wealth Management is seeking a VP, Liquidity & Banking Specialist to partner with Financial Advisors and provide sales and product support for liquidity and banking solutions. You will serve as a subject matter expert on fixed income and liquidity management, helping Advisors address client needs with thoughtful investment strategies.

You will build relationships with Advisors, lead education sessions, and contribute to growing the short-term investment product platform while

Qualifikationen

Hold Series 7 and 66 licenses.
Bachelor's degree required.
7 years of investment and sales experience.
Strong knowledge of wealth management and macro rates.

Aufgaben

Establish relationships with Advisors and field leadership.
Maintain expert knowledge of short-term investment solutions.
Present investment themes, platforms, and strategies.
Lead business development, education sessions, campaigns and market updates.
Create workshops for advisor development and ongoing education.
Attend client meetings as subject-matter expert on investment solutions.
Communicate effectively in group and one-on-one settings.
Source opportunities with Advisors and respond to client needs.
Apply liquidity-management concepts and cash bucketing in discussions.

Kenntnisse

Series 7 licenses

Series 66 licenses

Investment sales

Relationship management

Public speaking

Ausbildung

Bachelor's degree

Jobbeschreibung