Wealth Management, Deposit Sales Specialist, Vice President

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 serving multiple channels, including J.P. Morgan Private Bank.

As a Deposit Sales Specialist, Vice President, you will partner with bankers, investors, regional leadership, and Client Service teams (Integrated Team Members – ITMs) to provide Banking sales management, thought leadership, and product support to J.P. Morgan Private Bank clients. A successful candidate will be responsible for the growth of the Private Bank 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
• Provide support for general inquiries (e.g. overview of  deposit product features, pricing, rates commentary, etc.)
• Proactively educate advisors on cash management strategies and relevant macro and rate market conditions
• Partner with leadership to design, manage, and track sales efforts
• Present tailored 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 macroeconomic dynamics and rate markets
• Team-oriented with ability to develop strong working relationships with clients and colleagues
• Innovative and entrepreneurial mindset with ability to contribute ideas for platform evolution
• 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, or otherwise required within 12 months of date of hire