J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
About the role
As a Vice President, Investment Product Specialist in J.P. Morgan Wealth Management (USWM), 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 a territory of 2 to 3 regions remotely and in person, covering approximately 300-400 advisors.
Responsibilities
- Become a Subject Matter Expert to present on the firm’s investment themes, platforms, and products/investment strategies.
- Communicate J.P. Morgan Wealth Management’s views and recommendations clearly and concisely.
- 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).
- 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 verbalize it in a simple format.
Benefits
- Competitive total rewards package including base salary, commission-based pay, and discretionary incentive compensation (cash and/or forfeitable equity).
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support and financial coaching.
About Us
Chase is a leading financial services firm helping nearly half of America's households and small businesses achieve their financial goals. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. The Consumer & Community Banking division serves customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing.