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

JPMorganChase • Miami, FL

1d

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 collaborate with field leadership to implement the U.S. Wealth Management strategy. The role supports advisor development, client satisfaction, and the building of deep, value-add relationships. You will provide support to advisors and clients, communicate investment perspectives and recommendations, and help clients understand their investment roadmaps.

J.P. Morgan Wealth Management includes the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors, and Self-Directed, its digital investing platform. The combined business has approximately $600 billion in assets under management and approximately 5,000 advisors across 3,500 branches and 20 offices.

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 storytelling ability to present solutions effectively.
• Ability to communicate effectively 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 the message in an easy-to-understand format.

Responsibilities

• Become a subject matter expert and present on the firm's investment themes, investment platforms, products, and strategies.
• Communicate J.P. Morgan Wealth Management’s views and recommendations clearly and concisely.
• Cover a 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 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 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 and targets.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed