J.P. Morgan Wealth Management - Vice President, Liquidity Specialist
On-site · Chicago, Illinois, United States
Job Summary
VP, Liquidity & Banking Specialist within J.P. Morgan Wealth Management; partner with Financial Advisors to provide sales and product support for liquidity and banking solutions; serve as SME on liquidity management; lead business development activities, educate advisors, and present investment themes; source new opportunities and address client needs with a focus on short-term investment solutions such as Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, and Bond Ladders; requires Series 7 and 66 licenses, Bachelor’s degree, and 7+ years of relevant experience; job located in Chicago, IL (On-site) disciplined by senior leadership and client-facing responsibilities.
Required Qualifications
- Series 7 license
- Series 66 license
- Bachelor’s degree
- 7+ years of investment and sales experience
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