JPMorganChase · 5 hours ago
J.P. Morgan Wealth Management - Vice President, Liquidity Specialist
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$119K/yr - $200K/yr
7+ years expJPMorganChase is a leading financial services firm that helps clients achieve their financial goals. The Vice President, Liquidity Specialist will partner with Financial Advisors to provide sales and product support for liquidity and banking solutions, while driving growth in the short-term investment product platform.
Asset ManagementBankingFinancial Services
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 but not limited to 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
Qualification
Required
Series 7 and 66 licenses required
Bachelor's degree required
7+ years of investment and sales experience
Strong knowledge of the macro interest rate environment and wealth management
Proven track record of sales and relationship management success
Superior communication skills; ability to speak comfortably and effectively with Advisors and clients
Skilled at presenting, with the ability to communicate effectively in both group and individual settings
Preferred
Diversified wealth management and investment skills, including banking, lending, investment solutions, and wealth advisory
Ability to work actively within a team environment while maintaining accountability for personal goals
Team-oriented, with the ability to interact effectively across various functions
Strong analytical skills, with the ability to translate and synthesize data
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-17
2026-01-16
2026-01-13
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