As an Associate, Liquidity & Banking Specialist within the J.P. Morgan Wealth Management team, you will be responsible for promoting awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, Managed Bond Ladders as well as Banking products including Checking, Savings and CDs. As the successful candidate you will support senior Liquidity Specialists with advisors and leadership as they work to support their clients.

As an Associate, Liquidity & Banking Specialist you will be responsible for driving awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, Managed Bond Ladders as well as Banking products including Checking, Savings and CDs. A successful candidate will work alongside senior Liquidity & Banking Specialists to support their relationships with advisors and propose solutions based on client near and long-term goals.

Job 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.

Required qualifications, skills, and capabilities

• 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 qualifications, capabilities, and skills:

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