J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
About The Position
The Vice President, Investment Product Specialist supports J.P. Morgan Wealth Management by presenting capital markets views, investment solutions, and the firm’s investment recommendations. The role works collaboratively with field leadership to implement U.S. Wealth Management strategy and contributes to advisor development, client satisfaction, and lasting, value-added relationships. It provides support to advisors and clients and helps communicate investment roadmaps transparently. The specialist covers a territory of two to three regions, supporting approximately 300–400 advisors through remote and in-person engagement. The role includes advisor meetings, workshops, group presentations, office hours, and participation in client meetings as an investment subject matter expert. Travel, including overnight travel, is required.
Requirements
- Highly detailed understanding of investment product offerings, including advisory, annuities, insurance, and brokerage markets.
- Series 7, Series 66, and Insurance Licensing.
- At least 7 years of sales experience.
- Strong presentation skills.
- Wholesaling background and ability to tell stories and present solutions effectively.
- Strong ability to communicate in group settings and partner on presentations.
- Knowledge of territory management, expense control, and meeting deadlines.
- Comfort with overnight travel.
- Ability to collaborate with partners and provide cohesive messaging.
Nice To Haves
- Independent initiative while remaining flexible and responsive to the field.
- Ability to understand complex portfolio data and explain it in a simple, understandable format.
Responsibilities
- Develop subject matter expertise in the firm’s investment themes, platforms, products, and investment strategies.
- Clearly and concisely communicate J.P. Morgan Wealth Management’s views and recommendations.
- Cover two to three regions remotely and in person, supporting approximately 300–400 advisors.
- Create and coordinate advisor-development workshops.
- Speak at group meeting presentations and Zoom office hours.
- Schedule and conduct approximately 10–15 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.
- Demonstrate value in advancing divisional goals and achieving targets.
Benefits
- Competitive total rewards package, including base salary.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
