Job Description

JOB DESCRIPTION

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.


As a Liquidity Specialist within the US Wealth Management Investment Products & Advice Banking team, you will play a crucial role in advocating and executing short-term investment solutions like Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, and Managed Bond Ladders, along with a variety of Banking products. Your duties will encompass collaborating closely with senior Liquidity Specialists to sustain their connections with advisors and proposing appropriate short-term investment strategies that align with the clients' immediate and long-term goals.

Job Responsibilities

Demonstrate strong analytical skills with the ability to translate and synopsize data to support strategies and solutions based on client goals and objectives in efforts to attract and retain assets Work with the Liquidity Specialist on Field Leadership and Financial Advisor strategy to drive adoption and utilization of team Supporting 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 solution Work alongside the Liquidity Specialists with the liquidity management framework and cash bucketing concepts Partner with marketing teams to create actionable ideas collateral Partner with Data & Analytics team to curate opportunity lists 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, capabilities, and skills

Series 7, 66 licensed Knowledge of macro interest rate environment; understanding of wealth management 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

2+ years of financial services experience, investments experience strongly preferred Diversified wealth management and investment skills, including banking, lending, and investment solutions a plus

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.


We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.


We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.


Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.



We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.