J.P. Morgan Wealth Management- Associate, Liquidity Specialist
On-site · New York City, New York, United States
Job Summary
Associate, Liquidity & Banking Specialist within J.P. Morgan Wealth Management to support senior Liquidity Specialists and Financial Advisors. Responsibilities include promoting awareness and adoption of short-term investment solutions (Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, Managed Bond Ladders) and banking products (Checking, Savings, CDs); lead liquidity management discussions with clients, translate data to support strategies, drive adoption of liquidity solutions, develop educational materials and presentations, assist in campaigns and market updates, and collaborate with Marketing and cross-functional teams. Must leverage Excel and PowerPoint to summarize findings for senior leadership and advisors, and coordinate with Investments and Products organization to deepen client relationships. Requires Series 7 and 66 licenses, 3+ years in financial services, and a Bachelor’s degree.
Required Qualifications
- Series 7, 66 licensed
- 3+ years of financial services experience
- Bachelor’s degree required
Desired Qualifications
- Investments experience strongly preferred
- Banking, lending, and investment solutions a plus
- Strong verbal and written communication skills
- Team-oriented with ability to interact effectively with various functions
- High level of proficiency using Microsoft Office products such as Excel and PowerPoint
- Bachelor’s degree required
- Series 7, 66 licensed
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