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CIB – Treasury Services - TS Liquidity Product Management Client Solutions - Vice President

Req #: 180026186
Location: New York, NY, US
Job Category: Relationship Management/Sales
Job Description:

J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $23 trillion of assets under custody and over $400 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

J.P. Morgan Treasury Services (TS) is one of the world’s largest, most trusted and innovative full-service providers of domestic and international cash management, liquidity, commercial card, FX and escrow solutions. With more than 135,000 corporations, financial institutions, public sector agencies and non-government clients in over 180 countries across the globe, we offer specialized solutions that provide operating efficiencies and value beyond other standardized solutions available in the market. Our global product and technology platform, integrated client service model and network of operational centers enable TS to deliver a consistent set of services to clients no matter where they are across the world.

Liquidity Solutions ("LS") is globally responsible for product management, marketing and sales of deposit and investment products to Treasury Services (“TS”) clients as well as management of the Treasury Services balance sheet.


LS is an integral part of the TS business franchise and LS works closely with business partners across JPMorgan, such as Corporate Treasury, JPMorgan Asset Management and JPMorgan Securities Inc. and third party providers, to deliver the right mix of cash and short-term investment products to the TS client base. 


The Client Solutions function broadly focuses on managing complex liquidity deals, providing investment management expertise, sales training and support, identifying emerging client requirements, driving segment initiatives and conducting regular business reviews with stakeholders to drive financial results.


The Liquidity Product Management Client Solutions (“PMCS”) professional will report to the WHEM Liquidity Product Management Client Solutions Team Manager and shall be responsible for assisting with the delivery of LS's strategy in the Large Corporate Segment.


This person will align with TSM’s, bankers and other product partners in the large corporate client space covering specific industry segments.   The PMCS will own the overall global liquidity relationship and will manage his/her portfolio accordingly.  Roles and responsibilities include:

Products Specialist:
  • Be the center of expertise to our partners and clients on:

    • Deposits (on balance sheet)

    • Off-balance sheet investments

    • Cash Flow Management tools (pooling, sweeping)

    • Access  Liquidity Solutions
  • Provide leadership around best practices in Treasury Management (and Liquidity Management specifically)

  • Provide leadership around liquidity management ties to core cash solutions

  • Build network of expertise within our product organization to better utilize our resources and validate product specific

  • Specialization should include US and international solutions

Client Facing:
  • Industry expertise:

    • Understanding the industry overall:

      • Manufacturing/sales/distribution model

      • Centralization model

      • Supply chain

    • Understand trends specific to the industries assigned

      • Buying behavior

      • Liquidity needs

    • Be a link to the product organization around new products, improvements and revenue generating opportunities based on client feedback and industry buying behavior

  • Calling:  Be an active participant in calling activities (where appropriate)

  • Solution and Proposal generation

  • Account planning

    • Drive the development of detailed account plans for the top 20 clients with TSM’s

    • Ensure account plans are in place for the remaining client base (in less detail)

  • Client facing responsibility should include US and international solutions
Revenue Generation:
  • Managing an existing book of business within your designated industries focused on net interest income/margins for on balance sheet deposit balances
  • Grow the existing book of business within your designated industries focused on net interest income/margins for on balance sheet deposit balances
  • Mandate new liquidity management business within your designated industries across all liquidity management solutions
  • Specialization should include US and international solutions

Overall skill sets and requirements include:

  • Minimum 5 - 7 years experience in investments and/or transactional banking products.

  • Proven sales, relationship management or corporate treasury experience

  • Experience in managing product sales and distribution programs

  • Approximately 30 - 40% travel required
  • Banking knowledge, including knowledge of Treasury Services products

  • Strong quantitative and qualitative analytical skills - specifically, proven ability to present findings in concise and cogent written presentations

  • Strategic thinker with the ability to motivate and drive tactical execution

  • Ability to multi-task in a fast-paced environment
  • Leadership and influencing skills
  • Communication and presentation skills
  • Organizational and administrative skills
  • Proficiency in Microsoft Office Suite including Word, Excel and PowerPoint (PitchPro)


Undergraduate degree required; proven Treasury Management experience a plus

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