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).
• 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.

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 and having a strong 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.
• Comfortable with overnight travel.
• Ability 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.

About Us

J.P. Morgan Wealth Management (USWM) is part 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. As a Vice President, Investment Product Specialist, you will present on capital markets and investment solutions, work collaboratively with field leadership to implement the U.S. Wealth Management strategy, and support advisor and client development.

About The Team

The 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 are 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.