J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
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. As a Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will be expected to present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the U.S. Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You will have the opportunity to demonstrate your passion for capital markets and the wealth management industry, providing support to our advisor and client population. You will strengthen our client satisfaction, build and deepen value-add relationships, while being transparent with our client base in their investment roadmap.
Responsibilities
- Become a Subject Matter Expert to be able 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
Requirements
- Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge) required
- 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
- Must be comfortable with overnight travel
- Ability to collaborate with partners and provide cohesive messaging
Preferred Qualifications
- Independent initiative, while being flexible and responsive to the field
- Ability to understand complex portfolio data and verbalize the message in a simple, easy-to-understand format
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Pay
Competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. Additional details about total compensation and benefits will be provided during the hiring process.
About the Team
Our Consumer & Community Banking division serves 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're 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.