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

Job Responsibilities

• Become a Subject Matter Expert to present on the firm’s investment themes, various investment platforms, and products/investment strategies.
• Effectively communicate the J.P. 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) 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.

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 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.
• 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.
• Ability to understand complex portfolio data and verbalize the message in a simple to understand format.