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About the Role

As an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will present on capital markets and investment solutions, collaborating with field leadership to implement the U.S. Wealth Management strategy. Your role is pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You will demonstrate passion for capital markets and the wealth management industry, supporting advisors and clients, and strengthening client satisfaction while being transparent in their investment roadmap.

Responsibilities

Become a Subject Matter Expert to present on the firm's investment themes, platforms, and strategies.
Effectively communicate the JP Morgan Wealth Management view and recommendations clearly and concisely.
Successfully cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors) in the Northeast.
Create and coordinate 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.
Demonstrate value in pushing divisional goals to target.

Requirements

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 storytelling 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.

Skills

Presenting
Story telling
Communication in group settings
Partnering on presentations
Territory management
Expense control
Meeting deadlines
Collaboration
Cohesive messaging
Understanding complex portfolio data
Verbalizing complex messages simply

Location

Northeast

Work Type

Remote
In person
Overnight travel

Experience Level

7+ Years of Sales Experience
Vice President

Education Level

Series 7
Series 66
Insurance Licensing

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

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.
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Equal Opportunity

We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans