J.P. Morgan Wealth Management- Executive Director, Banking & Liquidity Specialist
On-site · New York City, New York, United States
Job Summary
Executive Director, Liquidity Specialist within J.P. Morgan Wealth Management responsible for building relationships with field leadership and Advisors, serving as a SME on short-term investment solutions (money market funds, brokered CDs, short-duration bond funds, Treasuries, etc.), and driving growth of the short-term investment product platform. The role includes delivering platform education, presenting investment themes, collaborating with SMEs to deepen client relationships, sourcing new opportunities, and applying the liquidity management framework and cash bucketing in goals-based discussions. Expect frequent client and Advisor engagements, education initiatives, and cross-functional collaboration to meet divisional goals.
Required Qualifications
- 12+ years of investment experience
- Series 7 and 66 licenses
- Bachelor’s degree
- Strong knowledge of the macro interest rate environment; wealth management; fixed income; short-term yield options; banking; sales and relationship management success
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