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About the Role

Partner with Financial Advisors to provide sales and product support for Liquidity and Banking solutions, serving as a subject matter expert for advisors and clients. Guide the growth of the short-term investment product platform by building relationships, delivering education, and demonstrating expertise in liquidity management.

Responsibilities

Serve as a highly visible and active member of the wealth management ecosystem, establishing and fostering critical business relationships with field leadership and Advisors
Maintain expert knowledge of short-term investment solutions, including Money Market Funds, Brokered CDs, Short duration Bond Funds, Mutual Funds, Treasuries, Bond Ladders, Checking, Savings and CDs
Act as a subject matter expert, presenting on the firm’s investment themes, platforms, products, and strategies
Lead the strategy and execution of business development activities, including one-on-one and group product education sessions, awareness campaigns, and market updates
Create and coordinate workshops for advisor development, supporting ongoing education and skill-building
Attend client meetings as the subject matter expert on investment solutions and positioning
Demonstrate strong presentation skills, effectively communicating in group settings and partnering on presentations
Partner with Financial Advisors to source new opportunities and respond to investment needs for existing clients, with the goal of attracting and retaining client assets
Apply the liquidity management framework and cash bucketing concepts, engaging in thoughtful, goals-based discussions to understand clients’ near- and long-term liquidity needs, with a focus on excess cash
Collaborate with key subject matter experts across the Solutions and Practice Management organization to foster cross-functional idea sharing and client deepening opportunities
Present on capital markets and investment solutions, working collaboratively with field leadership to implement the U.S. Wealth Management strategy

Requirements

Hold Series 7 and 66 licenses
Demonstrate 7 years of investment and sales experience
Exhibit strong knowledge of the macro interest-rate environment and wealth management
Achieve proven sales and relationship-management success
Communicate comfortably and effectively with Advisors and clients
Present skillfully in both group and one-on-one settings
Guide clients through liquidity-management concepts
Lead educational sessions for Advisors
Execute business-development activities and build trusted relationships with Advisors and field leadership
Apply strong analytical skills to synthesize investment data

Skills

Fixed income knowledge
Sales
Relationship management
Presentation skills
Analytical skills
Liquidity management
Cash management
Investment strategies
Product knowledge
Banking products
Macro interest-rate environment
Wealth management
Diversified wealth management
Investment solutions
Banking
Lending
Wealth advisory

Location

Remote

Work Type

Full-time

Experience Level

Vice President
7 years

Education Level

Bachelor’s degree

Salary/Compensations

Base salary determined based on the role, experience, skill set and location. Commission-based pay and/or discretionary incentive compensation may be offered.

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

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.
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Equal Opportunity

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.
Equal Opportunity Employer/Disability/Veterans