Liquidity & Account Solutions, Deposit Management & Investment Partnerships - Vice President

Are you looking to collaborate closely with the Sales teams to deliver tailor-made product solutions that meet clients' needs? If so, you've found the right team!

As a Vice President in Deposit Management & Investment Partnership within Liquidity & Account Solutions, you play a crucial role in shaping and implementing sophisticated solutions for significant client relationships and potential opportunities, collaborating closely with Sales.

You are tasked with representing the customer's perspective by comprehending their requirements and relaying insights to the Product teams.

Job responsibilities



* Lead solutioning for on/off balance sheet deposit and investment products, while defining and configuring optimal solutions that address clients' needs and objectives


* Serve as a subject matter expert and consultative resources while working with Payment Sales Managers, Bankers, and clients to determine optimal product mix and deposit rates.


* Own evaluation of deposit opportunities, pricing approvals and associated governance framework


* Drive deposit strategy in evolving rate environment & incorporate firmwide balance sheet objectives to maximize NII


* Engage with cross line of business partners within Asset Management and Wealth Management in order to develop a coordinated strategy and deploy a robust set of investment solutions to address the needs of clients seeking to invest their excess reserve/strategic cash.


* Develop and manage joint client strategy with Asset Management and Wealth Management (Advisors) - including engagement/referral model, revenue share, reporting, etc.


* Ensure regular dialogue and engagement between key stakeholders of cross-LOB partners; key partners include JPMAM teams (Global Liquidity, Retirement, Institutional), JPMorgan Advisors, JPMorgan Private Bank and CIB Escrow


* Educate and train coverage teams on deposit & investment product positioning, pricing philosophy, interest rate and macro trends


* Provide market insights and industry outreach (presence) to support overall client engagement - incl.

industry forums, events, whitepapers, etc.


* Manage key initiatives for Payments Sales and Banker management teams with the goal of maximizing client and portfolio profitability, while attracting and solidifying broad customer relationships


* Collaborate with Portfolio Management and Deposit Product Management teams to Monitor and analyze deposit trends, customer behavior, and market conditions to identify opportunities and risks to portfolio

Required qualifications, capabilities, and skills



* 5+ years of experience in treasury, treasury services, banking, liquidity product and/or investment management


* Ability to manage multiple deliverables simultaneously in a fast-pace environment


* Strong analytical and critical thinking skills, proven ability to present findings in concise manner


* Demonstrated success interfacing with clients/stakeho...