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Primary FunctionsThe J.P. Morgan Wealth Management - Cash Management Consultant will serve as a high caliber investment consultant for Financial Advisors of J.P. Morgan Wealth Management. T he primary focus of this role, which will initiate as a proof of concept, will be growth of the short-term investment product platform, driven by the formation of strong, trusted relationships with Advisors, product and platform education, and a deep knowledge of the liquidity management framework. The successful candidate will become a trusted extension of the Advisor team to help identify new client opportunities, propose solutions for existing client needs and drive cash management recommendations - transitioning the proof of concept into an expanded support team.Candidate will:Become a highly visible and active member of the wealth management ecosystem, with a focus on establishing and fostering imperative business relationships with field leadership teams and our Advisor community
Lead the strategy and design for both regular and ongoing business development activities to include but not limited to one-on-one and group product educational presentations, awareness campaigns, and market updates focused on liquidity solutions
Partner with Financial Advisors to source new opportunities through proactive prospecting as well as reactive investment opportunities for existing clients, in efforts to attract and retain client assets
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
Provide high caliber product expertise in client and prospect meetings
Partner closely with Data & Analytics team to design and distribute high opportunity leads to help Field Leadership and Advisors
Host actionable ideas calls and communicate key cash management messages timely and accurately
Cultivate relationships with Field Management and Financial Advisors; maintain consistent communication to deepen partnerships in support of goals and initiatives
Maintain expert knowledge of short-term investment solutions including but not limited to Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries and short duration Fixed Income, Managed Bond Ladders, etc.
Partner with key subject matter experts within broader Investments and Products organization to foster cross collaboration, idea sharing and client deepening opportunities
Potential for player-coach management of team
RequirementsSeries 7, 66 licensed
7+ years of investments experience strongly preferred
Knowledge of macro interest rate environment; understanding of wealth management
Diversified wealth management and investment skills, including banking and lending, investment solutions, and wealth advisory preferred
Track record of sales and relationship management success
Team-oriented with ability to interact effectively with various functions
Superior communication skills; ability to speak comfortably and effectively to Advisors and Clients
Ability to actively work within a team environment while driving accountability for personal goals
Strong analytical skills and ability to translate and synopsize data
Bachelor's degree required
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.Equal Opportunity Employer/Disability/Veterans
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