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

About the role

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. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.

Job Responsibilities

• Become a Subject Matter Expert to be able to present on the firms investment themes, various investment platforms, and products/investment strategies
• Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise manner
• Successfully cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors)
• 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
• Be able to demonstrate your value in pushing divisional goals to target

Required Qualifications, Capabilities, And Skills

• A highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge)
• Series 7, Series 66, and Insurance Licensing required
• 7+ Years of Sales Experience
• Skilled at Presenting Wholesaling background and story telling 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
• Able to collaborate with partners and provide cohesive messaging

Preferred Qualifications, Capabilities, And Skills

• Independent initiative, while being flexible and responsive to the field is preferred
• Ability to understand complex portfolio data, and verbalize the message in a simple to understand format is a plus