Wealth Management, Deposit & Treasury Sales Specialist

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Wealth Management & Investment Solutions (WMIS) is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to High and Ultra High Net Worth (H/UHNW) individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.

WMIS is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

The Deposit and Treasury Sales Specialist will partner with Private Bankers, Investors, Advisors and Client Service teams (Integrated Team Members – ITMs) to provide sales and product support for Banking, and Treasury Services, to WMIS clients.  The successful candidate will be responsible for the growth of the WMIS deposit book in their region and provide customized client solutions. 

Job Responsibilities

• Partner with ITMs to drive increased penetration of banking products and solutions for existing and new clients
• Collaborate with ITMs to proactively provide treasury cash management solutions with a consultative and client driven framework
• Lead business reviews for existing clients with treasury services, and make recommendations to improve the client experience via automation, fraud protection etc.
• Provide support for general inquiries (e.g. overview of  deposit and treasury product features, pricing)
• Present proposals, pricing analyses and cost/benefit analyses based on client needs
• Manage / approve rate and pricing exceptions within delegated authorities

Required Qualifications, Skills and Capabilities:

• 5+ years of cash management sales and relationship management experience 
• Knowledge and understanding of Treasury Service Products 
• Team-oriented with ability to develop strong working relationships with clients and colleagues
• Strong verbal and written communication skills
• Strong analytical and time management skills
• Demonstrated experience of meeting or exceeding sales goals; proven top contributor
• Undergraduate Degree
• Series 7 and 63 preferred, but will be required with in 12 months of date of hire.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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, in