J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
About The Position
As a Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will present on capital markets and investment solutions and work collaboratively with field leadership to implement the U.S. Wealth Management strategy. The role supports advisor development, strengthens client satisfaction, and builds value-add relationships by providing investment guidance and transparent communication about clients’ investment roadmaps. The specialist covers a Northeast territory of two to three regions, supporting approximately 300–400 advisors, both remotely and in person.
Requirements
- Highly detailed understanding of investment product offerings, including advisory, annuities, insurance, and brokerage markets.
- Series 7, Series 66, and insurance licenses.
- At least 7 years of sales experience.
- Presentation skills.
- Wholesaling background and ability to tell stories and present solutions effectively.
- Ability to communicate effectively in group settings and partner on presentations.
- Experience with territory management and expense control, and ability to meet 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 its meaning in simple terms.
Responsibilities
- Become a subject matter expert on the firm’s investment themes, platforms, products, and investment strategies.
- Communicate J.P. Morgan Wealth Management’s views and recommendations clearly and concisely.
- Cover a Northeast territory of two to three regions, remotely and in person, supporting approximately 300–400 advisors.
- Create and coordinate workshops for advisor development.
- Speak at group meetings 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 a subject matter expert on investment solutions and positioning.
- Coordinate and partner with colleagues across disciplines on joint presentations.
- Demonstrate value in advancing divisional goals toward target.
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
