J.P. Morgan Wealth Management - Vice President, Investment Product Specialist

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will be expected to present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the U.S. Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You will have the opportunity to demonstrate your passion for capital markets and the wealth management industry, providing support to our advisor and client population. You will strengthen our client satisfaction, build and deepen value-add relationships, while being transparent with our client base in their investment roadmap.
Job Responsibilities
Become a Subject Matter Expert to be able to present on the firms investment themes, various investment platforms, and products/investment strategies
Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise manner
Successfully cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors)
Creating and coordinating workshops for advisor development
Act as a speaker for Group Meeting Presentations and Zoom office hours
Schedule and Execute approximately 10 to 15 one on one advisor meetings per week to support new business opportunities
Attend client meetings as the subject matter expert on investment solutions and positioning
Coordinate and partner with colleagues across disciplines on joint presentations
Be able to demonstrate your value in pushing divisional goals to target
Required qualifications, capabilities, and skills
Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge) required
Series 7, Series 66, and Insurance Licensing required
7+ Years of Sales Experience
Skilled at Presenting
Wholesaling background and story telling ability to present solutions effectively
Strong ability to effectively communicate in group settings as well as partner on presentations
Well versed in territory management, expense control, and meeting deadlines
Must be comfortable with overnight travel
Ability to collaborate with partners and provide cohesive messaging
Preferred qualifications, capabilities, and skills
Independent initiative, while being flexible and responsive to the field is preferred
Ability to understand complex portfolio data, and verbalize the message in a simple to understand format is a plus
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.