Job Description

Product Specialist

Join the JPMorganChase Wealth Management 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 Executive Director, Liquidity Specialist within J.P. Morgan Wealth Management, you will build relationships with field leadership and Advisors. The successful candidate will possess expert fixed income knowledge and serve as a subject matter expert (SME) for field leaders, Advisors, and clients. This role is responsible for driving the growth of the short-term investment product platform by building trusted relationships with Advisors, delivering product and platform education, and demonstrating deep expertise in markets, rates, and liquidity management. The successful candidate will act as a valued extension of the Advisor teamidentifying new client opportunities, proposing solutions for existing client needs, and providing cash management recommendations.

Job Responsibilities:

• Serve as a highly visible, active member of the wealth management ecosystem, building relationships with field leadership and Advisors.
• Maintain expert knowledge of short-term investment solutions (e.g., money market funds, brokered CDs, short-duration bond funds, mutual funds, Treasuries, bond ladders, checking, savings, CDs).
• Act as a subject matter expert, presenting on the firm's investment themes, platforms, products, and strategies.
• Present on capital markets and investment solutions; partner with field leadership to implement the U.S. Wealth Management strategy.
• Lead business development initiativesincluding 1:1 and group education, awareness campaigns, and market updatesand coordinate Advisor development workshops.
• Attend client meetings as the SME on investment solutions and positioning; deliver high-impact presentations in group and partner settings.
• Partner with Financial Advisors to source new opportunities and address existing client needs to attract and retain client assets.
• Apply the liquidity management framework and cash bucketing in goals-based discussions to assess near- and long-term liquidity needs, with a focus on excess cash.
• Collaborate with SMEs across Solutions and Practice Management to foster cross-functional idea sharing and deepen client relationships.
• Drive divisional goals to target, demonstrating value and contributing to overall business performance.

Required Qualifications, Capabilities, and Skills:

• 12+ years of investment experience.
• Series 7 and 66 licenses required.
• Bachelor's degree required.
• Strong knowledge of the macro interest rate environment; deep understanding of wealth management, including fixed income, short-term yield options, and banking.
• Proven track record of sales and relationship management success.
• Exceptional interpersonal skillsthe ability to advocate, influence, cultivate, and build strong relationships.
• Skilled at presenting, with the ability to communicate effectively in both group and individual settings.
• Advanced analytical skills, including financial analysis.

Preferred Qualifications, Capabilities, and Skills:

• Diversified wealth management and investment skills, including banking, lending, investment solutions, and wealth advisory.
• Sales experience strongly preferred.
• Ability to work actively within a team environment while maintaining accountability for personal goals.
• Team-oriented, with the ability to interact effectively across functions.
• Strong analytical skills, with the ability to translate and synthesize data.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These 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. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

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