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

Team Overview

The J.P. Morgan Wealth Management Liquidity Specialist team is 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, and Banking products to support clients’ long‑term goals. A successful candidate will support senior Liquidity Specialists with advisors and leadership as they work to support their clients.

• Translate and synopsize data to support strategies and solutions based on client goals and objectives in efforts to attract and retain assets
• Work with the Liquidity 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
• Work alongside the Liquidity Specialists with the liquidity management framework and cash bucketing concepts
• Partner with marketing teams to create actionable ideas collateral
• Partner with Data & Analytics team to curate opportunity lists
• 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

• Series 7, 66 licensed
• 2+ years of financial services experience
• 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
• Basic 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
• Bachelor’s degree required

• Investments experience strongly preferred
• Banking, lending, and investment solutions a plus

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 offer a competitive total rewards package, including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. Benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

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. We do not discriminate on the basis of any protected attribute and make reasonable accommodations for applicants’ and employees’ religious practices, mental health or physical disability needs.

Jersey City, NJ $71,000.00 - $ / year;
Chicago, IL $67,000.00 - $ / year