J.P. Morgan Wealth Management - Associate, Liquidity Specialist
Company: JPMorganChase
Location: Chicago
Posted on: April 2, 2026
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Job Description:
Description As an Associate, Liquidity & Banking Specialist
within the J.P. Morgan Wealth Management team, 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. As the successful candidate you will support senior Liquidity
Specialists with advisors and leadership as they work to support
their clients. As an Associate, Liquidity & Banking Specialist you
will be responsible for driving 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. A successful candidate will work
alongside senior Liquidity & Banking Specialists to support their
relationships with advisors and propose solutions based on client
near and long-term goals. 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.
Demonstrate strong analytical skills by translating and synopsizing
data to support strategies and solutions based on client goals and
objectives in efforts to attract and retain assets. Work with the
Specialist on Field Leadership and Financial Advisor strategy to
drive adoption and utilization of the team. Provide support for
awareness campaigns, market updates, prospecting opportunities,
advisor resources, and client communications. Assist in the
development of educational product presentations, awareness
campaigns, and market updates focused on liquidity solutions.
Partner with marketing teams to create actionable ideas and
collateral. Utilize strong Excel and PowerPoint skills to pull
reports and summarize findings in slides that support conversations
with senior leadership and advisors. Liaise across the firm as
appropriate, establishing and maintaining partnerships with the
broader Investments and Products organization to foster
cross-collaboration, idea sharing, and client deepening
opportunities. Required qualifications, skills, and capabilities
Series 7, 66 licensed 3 years of financial services experience
Knowledge of macro interest rate environment; understanding of
wealth management Diversified wealth management and investment
skills Team-oriented with ability to interact effectively with
various functions High level of proficiency using Microsoft Office
products such as Excel and PowerPoint with the ability to translate
and synopsize data using strong analytical skills to support
strategies and solutions Strong verbal and written communication
skills Bachelor’s degree required Preferred qualifications,
capabilities, and skills: Investments experience strongly preferred
Banking, lending, and investment solutions a plus
Keywords: JPMorganChase, Elmhurst , J.P. Morgan Wealth Management - Associate, Liquidity Specialist, Accounting, Auditing , Chicago, Illinois
