JPMorgan Chase
J.P. Morgan Wealth Management - Vice President, Liquidity & Banking Specialist
$124K–$210K
New York, NY +1 · Director · Full-time · Posted Oct 16, 2026
- Location
- New York, NY
San Francisco, CA - Experience
- 7 years of investment and sales experience.
- Education
- Bachelor’s degree
About the job
Partners with Financial Advisors to grow short-term investment solutions, provide liquidity and banking expertise, and recommend cash management strategies for clients.
What you'll do
- Educate Advisors and clients on liquidity products, platforms, investment themes, and strategies through presentations and workshops.
- Partner with Advisors to identify client opportunities, address investment needs, and support asset growth and retention.
- Apply liquidity-management and cash-bucketing concepts to understand client needs and provide cash management recommendations.
What they ask for
- Series 7 and 66 licenses.
- Bachelor’s degree.
- Strong knowledge of the macro interest-rate environment and wealth management.
- Proven sales and relationship-management success; effective communication, presentation, analytical, and business-development skills.
Nice to have
- Diversified wealth management and investment skills, including banking, lending, investment solutions, and wealth advisory.
- Experience leading collaborative projects and cross-functional initiatives.
Pay
USD 124,000.00-$210,000.00 base salary (New York, NY); USD 124,000.00-$210,000.00 base salary (San Francisco, CA)
Tools
Money Market Funds, Brokered CDs, Short duration Bond Funds, Mutual Funds, Treasuries, Bond Ladders, Checking, Savings and CDs
Model-written summary · the original posting is authoritative