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

JPMorganChase • Jersey City, NJ

1d

About The Position

The Vice President, Investment Product Specialist supports J.P. Morgan Wealth Management by presenting on capital markets and investment solutions and collaborating with field leadership to implement the U.S. Wealth Management strategy. The role supports advisor development and client satisfaction, builds value-add relationships, and helps communicate investment roadmaps transparently to clients. The business includes the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors, and Self-Directed, and is described as having approximately $600 billion in assets under management and approximately 5,000 advisors across 3,500 branches and 20 offices.

The specialist serves as a subject matter expert on investment themes, platforms, products, and strategies. The position covers two to three regions in the Northeast, supporting approximately 300–400 advisors remotely and in person. It includes advisor meetings, workshops, group presentations, Zoom office hours, and client meetings, along with coordination with colleagues across disciplines. 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 licenses.
• Seven or more years of sales experience.
• Presentation skills.
• Wholesaling background and storytelling ability to 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 the message in an easy-to-understand format.

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 territory of two to three regions in the Northeast, serving approximately 300–400 advisors remotely and in person.
• 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 the subject matter expert on investment solutions and positioning.
• Coordinate and partner with colleagues across disciplines on joint presentations.
• Help advance divisional goals and targets.

What This Job Offers

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