Vice President, Liquidity & Banking Specialist Greater New York City, NY Area
About the Role
Greater New York City, NY Area (On-site)(New York City, New York)
The Company is seeking a Vice President, Liquidity & Banking Specialist to join their Wealth Management team. The successful candidate will be responsible for leading the adoption of short-term investment solutions for clients, partnering with Financial Advisors to provide expert guidance on liquidity and banking products. This role requires a professional with a strong background in fixed income, including money market funds, brokered CDs, short-duration bond funds, and other related products. The Vice President will also be involved in business development activities, maintaining expert knowledge of the market, and serving as a subject matter expert for both advisors and clients. Applicants must hold Series 7 and 66 licenses, have a Bachelor's degree, and demonstrate at least 7 years of investment and sales experience. The role demands a candidate with a proven track record in sales and relationship management, the ability to communicate effectively, and strong presentation skills. The ideal candidate will have a deep understanding of the macro interest-rate environment and wealth management, and be adept at guiding clients through liquidity management concepts. Preferred qualifications include a diversified skill set in wealth management and investment, the ability to work effectively in a team, and experience in leading collaborative projects. The company is an equal-opportunity employer and values diversity and inclusion in the workplace.
Functions:
- Business Development
- Sales/Revenue
Compensation
USD $124,000-$210,000 (salary) per year
About the Company
Diverse financial services firm & investment bank
Industry
Financial Services
Type
Public Company (JPM)
Age
employees
10,001+