Liquidity & Account Solutions Financial Institutions Specialist - Vice President
About the job
- At least 5 years of experience in Payments, Treasury Services, Transaction Banking, Financial Institutions coverage, Liquidity Management, Markets, or a related financial services discipline.
- Experience developing client strategies, commercial proposals, and complex multi-product solution frameworks.
- Strong understanding of financial institutions, including banks, broker-dealers, asset managers, private equity firms, fintechs, insurance companies, and related market participants.
- Knowledge of liquidity and account solutions, including cash concentration, liquidity structures, virtual accounts, investment sweeps, and specialty account offerings.
- Familiarity with third-party money structures, client money concepts, segregation requirements, and associated operational and risk considerations.
- Strong client-facing skills and the ability to influence and build relationships with senior stakeholders.
- Exceptional written and verbal communication skills and the ability to translate complex concepts into clear client value propositions.
- Ability to work effectively across highly matrixed organizations and multiple stakeholder groups.
- Strong analytical and problem-solving skills and the ability to evaluate complex client needs and develop strategic recommendations.
- Ability to operate in a fast-paced environment while managing multiple priorities and opportunities simultaneously.
- Serve as a trusted advisor and subject matter expert on liquidity and account solutions for Financial Institutions clients.
- Develop customized solutions across deposits, account structures, virtual accounts, liquidity management, and specialty account offerings.
- Partner with Sales and Banking teams to identify opportunities, support client strategy discussions, and drive business growth.
- Design account and liquidity structures that support operational efficiency, visibility, control, and regulatory requirements.
- Develop client proposals, presentations, and business cases that explain solution benefits, implementation considerations, and value drivers.
- Advise clients on complex treasury and liquidity use cases, including reserve, client, proprietary, restricted, and third-party funds.
- Support go-to-market strategies for emerging business models, including embedded finance, sponsored structures, platform ecosystems, and third-party money solutions.
- Collaborate with Product, Legal, Risk, Compliance, Operations, and Technology teams to evaluate and implement new solutions and capabilities.
- Provide thought leadership on treasury transformation, payments innovation, liquidity optimization, and evolving industry trends.
- Gather market intelligence and client feedback to influence product strategy, roadmap prioritization, and solution enhancements.
- Manage and grow a portfolio of Financial Institutions relationships, driving retention, wallet share expansion, and solution adoption.
- Deep knowledge of treasury management, liquidity optimization, and Financial Institutions operating models.
- Experience with real-time payments, RTP, FedNow, virtual accounts, liquidity solutions, and emerging payment technologies.
- Understanding of stablecoin-related use cases, tokenized deposits, digital assets, APIs, and next-generation treasury infrastructure.
- Experience working closely with Product, Legal, Risk, Compliance, and Technology teams to implement client solutions.
- Demonstrated expertise supporting complex cash management, settlement, collateral, and treasury workflows.
- Thought leadership credentials within Payments, Treasury Services, Financial Institutions, or Transaction Banking.
- Experience influencing product development, go-to-market strategies, and solution commercialization initiatives.
About the company
JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1799
Get referred to JP Morgan Chase
See people who can refer or advise you
Simplify's Take
What believers are saying
- Growth is broad-based: every JPMorgan division posted record revenue in the June 2026 quarter, and trading jumped 35%.
- Stock grants gained value: shares rose 21% in three months, valuing JPMorgan at $965 billion in August 2026.
- Tech teams are well funded: JPMorgan's nearly $20 billion yearly tech budget is the largest in banking.
What critics are saying
- AI is shrinking some teams: Dimon said in July 2026 that AI cut up to 40% of certain roles.
- Plan on five office days a week: JPMorgan ended hybrid schedules for all staff in early 2025.
- It is fighting the president in court: Trump sued JPMorgan for $5 billion in January 2026 over his closed accounts.
What makes JP Morgan Chase unique
- It ranks first in investment banking: JPMorgan earned 9.3% of global deal fees in the first half of 2026.
- It trains future CEOs: 10 Fortune 500 chiefs were JPMorgan alumni in September 2025, fifth-most of any employer.
- Its payments arm is a hidden giant: JPMorgan says it processes $12 trillion a day across 160-plus countries.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Flexible Work Hours
Paid Sick Leave
Paid Holidays
Growth & Insights and Company News
6 month growth
-9%1 year growth
-4%2 year growth
-4%Tenable, the exposure management company, has entered a credit agreement for a $400 million senior secured revolving credit facility. The facility is initially undrawn and gives the company more flexibility in how it allocates capital. Together with the convertible note financing announced in September, it completes the refinancing of Tenable's prior credit agreement, which included a Term Loan B facility. It also replaces the revolving credit facility that matured in July. The new loans mature on October 13, 2031, subject to a springing maturity date of 91 days inside the maturity of other material indebtedness. JPMorgan Chase Bank acted as administrative agent, and Cooley LLP advised Tenable.
Four of the biggest US banks reported higher third-quarter profits on Tuesday, but warned that higher interest rates and inflation could hurt consumers and the economy. JPMorgan Chase, the largest US bank by assets, earned $15.3 billion, or $5.57 a share, up from $14.4 billion a year earlier. It missed analyst forecasts of $5.93 a share, its first miss in nearly three years. Goldman Sachs posted a profit of $5.29 billion, up from $4.1 billion, as equities revenue jumped 72%. Wells Fargo earned $5.95 billion and beat forecasts, while Citigroup's profit rose 40%. JPMorgan chief executive officer Jamie Dimon cited "large fiscal deficits, sticky inflation, elevated asset prices, rising interest rates and geopolitical conditions.
US stock futures were mixed on Tuesday as investors weighed a wave of earnings reports. Dow futures rose 0.9%, S&P 500 futures slipped 0.1%, and Nasdaq futures fell 0.7%. Memory stocks fell for a second day after a Chinese chipmaker, CXMT, said it had made a breakthrough in memory chip production. Roundhill Memory ETF fell more than 5% in premarket trading. UnitedHealth rose more than 2% after it earned an adjusted $4.69 per share on $112.69 billion in revenue, beating estimates. It raised its full-year earnings outlook to at least $20.50 per share. Goldman Sachs gained more than 3% on strong results. JPMorgan Chase, Wells Fargo, and Citigroup fell short in parts of their reports. Johnson & Johnson fell 2% after $25.40 billion in sales narrowly missed estimates, though it raised its full-year forecasts.
Accelevation Holdings Corp. (Nasdaq: ACCV) has signed a new $650 million senior secured credit agreement. It replaces the credit facilities the company set up before its initial public offering. The deal includes a $400 million revolving credit facility and a $250 million Term Loan A, both maturing in 2031. Pricing is Term Secured Overnight Financing Rate (SOFR) plus 1.50% to 2.50%, down from SOFR plus 4.50% to 5.25%. "The new facilities extend our maturity profile, reduce our borrowing costs, and provide flexibility to continue investing in our business," said chief financial officer Ken Krause. Bank of America, N.A. acted as administrative agent and collateral agent. The Miamisburg, Ohio-based company designs, manufactures, and installs systems for mission-critical infrastructure.
i3 Verticals announced on 9 October 2026 that its subsidiary, i3 Verticals, LLC, secured a $350 million senior secured revolving credit facility with JPMorgan Chase Bank as administrative agent. The agreement replaces a previous credit facility dated 8 May 2023. The facility includes an accordion feature allowing additional commitments up to $100 million or 100% of consolidated EBITDA. Interest rates are based on either base rate or Term SOFR Rate, with margins ranging from 0.50% to 1.50% for base rate loans and 1.50% to 2.50% for Term Benchmark Loans. The borrower must maintain a consolidated interest coverage ratio of at least 3.00 to 1.00 and a consolidated total net leverage ratio not exceeding 4.00 to 1.00. All obligations are guaranteed by i3 Verticals and its material wholly owned domestic subsidiaries.