The Solutions Specialist is responsible for end-to-end solution design to ensure funds are available at the right time, in the right location, and the right currency – whether the client is the treasurer of a traditional corporate or a payments-enabled company such as a marketplaces or digital services provider. This means determining the right account type and location and the optimal automated funding and multi-currency solution to support both the financial and commercial transaction of the client.
This role is focused on providing specialized advisory during sales engagement process to support corporate clients in moving liquidity intelligently and in a way that unlocks value while meeting financial, regulatory, and business objectives. The Solution Specialist is to creatively combine traditional and next generation products such as physical and notional pooling, blockchain, and virtual accounts with, as a core objective besides meeting the client needs, to increase market share and retain the bank’s leading position in the global and regional liquidity & account management space.
Job Responsibilities:
- Lead specialist on client/prospect calls; tailor solutions; drive global RFP responses and pitches.
- Identify treasury opportunities to position liquidity and account solutions for intercompany trade and merchant settlement flows.
- Apply end-to-end liquidity/account structuring expertise and corporate regulatory know-how, including third-party money considerations.
- Engage clients and stakeholders with deep subject expertise; influence product build and roadmap.
- Leverage industry trends and technologies (data science, digital transformation, blockchain, fintech) to inform solutions and innovation.
- Expand J.P. Morgan’s liquidity wallet share via cross-sell across regions and Lines of Business (e.g., Trade, Merchant Services).
- Provide thought leadership and market expertise to accelerate product innovation and platform transformation.
- Serve as APAC market expert on regulations and trends affecting automated funding, cash extraction, and payout/settlement; embed strong risk/control behaviors.
- Proactively identify, escalate, and remediate issues; promote inclusion and best-practice adoption across teams and stakeholders.
- Partner with corporate bankers and treasury sales to target opportunities, align to client buying/usage behavior and regulatory impacts; run enablement and positioning programs to deliver balance/revenue plans.
- Elevate market presence through client/industry engagement (events, seminars, webinars, presentations); ground initiatives in client validation and monitor competition, economy, regulation, and client behavior.
Required qualifications, capabilities, and skills:
- Bachelors degree in Finance or related equivalent
- Minimum 5 years experience in client-facing product/sales functions product/sales and preferably in treasury management for both Mid & Large Cap companies
- Demonstrated experience in liquidity management and payment solutions
- Familiarity with market and industry trends including regulatory changes impact the treasury services industry, and technological advancements such as blockchain
- Awareness of domestic and international tax/accounting implications of liquidity and account solutions, from clients’ perspective
- Execution-oriented, independent operator who likes to take initiative and is able to deliver in efficient and effective manner
- Strong leadership and stakeholder management skills, demonstrating experience of operating successfully within larger cross-functional organizations
- Strong understanding and appreciation of the regulatory and control environment
- Strong communications skills and presentation skills
- Strong organizational and strategic skills
Skills Required
- Bachelor's degree in Finance or a related equivalent field
- At least 5 years of experience in client-facing product or sales functions
- Experience in treasury management for mid-cap and large-cap companies
- Demonstrated experience in liquidity management and payment solutions
- Familiarity with market and industry trends, treasury-services regulations, and technologies such as blockchain
- Awareness of domestic and international tax and accounting implications of liquidity and account solutions
- Ability to work independently, take initiative, and execute efficiently
- Strong leadership and stakeholder-management skills within cross-functional organizations
- Strong understanding of regulatory and control environments
- Strong communication and presentation skills
- Strong organizational and strategic skills
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
-
Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
-
Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
-
Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
Gallery
