J.P. Morgan Wealth Management- Associate, Liquidity Specialist

Job description

Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across 3,500 branches and 20 offices As an Associate, Liquidity & Banking Specialist within the J.P. Morgan Wealth Management team, you will support senior Liquidity Specialists with advisors and leadership as they work to support their clients. You will be responsible for promoting awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, Managed Bond Ladders as well as Banking products including Checking, Savings and CDs. You will support senior Liquidity Specialists with advisors and leadership as they work to support their clients. Job responsibilities: - Lead with the liquidity management framework and cash bucketing concepts. - Understand client near- and long-term liquidity needs through thoughtful, goals-based discussions with a focus on excess cash. - D...