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

J.P. Morgan Wealth Management (USWM) helps investors achieve long-term financial goals through Chase wealth management, J.P. Morgan Advisors, Personal Advisors, and Self-Directed — our digital investing platform. The combined business manages ~$600 billion in Assets Under Management with ~5,000 advisors across 3,500 branches and 20 offices.

About the role

As a Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will present on capital markets, investment solutions, and collaborate with field leadership to implement the U.S. Wealth Management strategy. This role is pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You will support advisors and clients, strengthen client satisfaction, and provide transparency in investment roadmaps.

Responsibilities

• Become a Subject Matter Expert to present the firm’s investment themes, platforms, and products/strategies.
• Communicate J.P. Morgan Wealth Management’s views and recommendations clearly and concisely.
• Cover a territory of 2-3 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 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.
• Demonstrate value in pushing divisional goals to target.

Requirements

• Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets).
• Series 7, Series 66, and Insurance Licensing required.
• 7+ years of sales experience.
• Wholesaling background with storytelling ability to present solutions effectively.
• Strong ability to communicate in group settings and partner on presentations.
• Well-versed in territory management, expense control, and meeting deadlines.
• Comfortable with overnight travel.
• Ability to collaborate with partners and provide cohesive messaging.

Preferred Qualifications

• Independent initiative, flexibility, and responsiveness to the field.
• Ability to understand complex portfolio data and simplify messaging.

This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.

Benefits

We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. Benefits include:

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