J.P. Morgan Wealth Management - Associate, Liquidity Specialist

About This Role

This role is for an Associate, Liquidity & Banking Specialist within the J.P. Morgan Wealth Management team, focusing on driving the adoption of innovative liquidity and banking solutions. You will collaborate with experts to execute strategies that help clients achieve their financial goals, guiding awareness and adoption of short-term investment solutions and banking products. The position suits a personally motivated individual with strong analytical skills and enthusiasm for client success.

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

Requirements

• 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

Nice to have:

• Investments experience strongly preferred
• Banking, lending, and investment solutions a plus