JPMorganChase · 1 week ago
J.P. Morgan Wealth Management - Associate, Liquidity Specialist
Chicago, IL
Full-time
Onsite
Entry Level
$77K/yr - $121K/yr
3+ years expJPMorganChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As an Associate, Liquidity & Banking Specialist, you will promote short-term investment solutions and support senior Liquidity Specialists in enhancing client relationships and proposing tailored solutions based on client goals.
Asset ManagementBankingFinancial Services
Responsibilities
Lead with the liquidity management framework and cash bucketing concepts
Understand client near- and long-term liquidity needs through thoughtful, goals-based discussions with a focus on excess cash
Demonstrate strong analytical skills by translating and synopsizing data to support strategies and solutions based on client goals and objectives in efforts to attract and retain assets
Work with the Specialist on Field Leadership and Financial Advisor strategy to drive adoption and utilization of the team
Provide support for awareness campaigns, market updates, prospecting opportunities, advisor resources, and client communications
Assist in the development of educational product presentations, awareness campaigns, and market updates focused on liquidity solutions
Partner with marketing teams to create actionable ideas and collateral
Utilize strong Excel and PowerPoint skills to pull reports and summarize findings in slides that support conversations with senior leadership and advisors
Liaise across the firm as appropriate, establishing and maintaining partnerships with the broader Investments and Products organization to foster cross-collaboration, idea sharing, and client deepening opportunities
Qualification
Required
Series 7, 66 licensed
3+ years of financial services experience
Knowledge of macro interest rate environment; understanding of wealth management
Diversified wealth management and investment skills
Team-oriented with ability to interact effectively with various functions
High level of proficiency using Microsoft Office products such as Excel and PowerPoint with the ability to translate and synopsize data using strong analytical skills to support strategies and solutions
Strong verbal and written communication skills
Bachelor's degree required
Preferred
Investments experience strongly preferred
Banking, lending, and investment solutions a plus
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)
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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
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