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

JPMorgan Chase; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

An established industry player seeks a Vice President, Investment Product Specialist to enhance client satisfaction and advisor development. This role focuses on capital markets and investment solutions, requiring a deep understanding of investment products and strong sales experience. You will collaborate with field leadership to implement strategies, conduct workshops, and support advisors in their business opportunities. The position offers a chance to make a significant impact in a dynamic environment, where your expertise will help shape the future of wealth management.

Qualifications

• 7+ years of sales experience with a deep understanding of investment products.
• Proficient in presenting and storytelling to effectively convey solutions.

Responsibilities

• Become a Subject Matter Expert on investment themes and strategies.
• Schedule and conduct 10-15 one-on-one advisor meetings weekly.

Skills

Investment Products Knowledge

Sales Experience

Presentation Skills

Communication Skills

Territory Management

Education

Series 7 License

Series 66 License

Insurance License

Job description

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 manages approximately $600 billion in Assets Under Management and has around 5,000 advisors across 3,500 branches and 20 offices.

As a Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will present on capital markets and investment solutions, collaborating with field leadership to implement the U.S. Wealth Management strategy. Your role will be crucial in advisor development, enhancing client satisfaction, and building deep, value-added relationships. This position offers an opportunity to demonstrate your passion for capital markets and wealth management, supporting our advisors and clients. You will focus on strengthening client satisfaction, deepening value-add relationships, and maintaining transparency in clients' investment roadmaps.

Job Responsibilities

1. Become a Subject Matter Expert on the firm's investment themes, platforms, products, and strategies.
2. Communicate the JP Morgan Wealth Management view and recommendations clearly and concisely.
3. Cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors) in the Northwest.
4. Create and coordinate workshops for advisor development.
5. Serve as a speaker for group meetings and Zoom office hours.
6. Schedule and conduct approximately 10 to 15 one-on-one advisor meetings weekly to support new business opportunities.
7. Attend client meetings as an investment solutions expert.
8. Partner with colleagues across disciplines for joint presentations.
9. Demonstrate value in achieving divisional goals.

Required Qualifications, Capabilities, and Skills

• Deep understanding of investment products (advisory, annuities, insurance, brokerage markets).
• Series 7, Series 66, and Insurance licenses required.
• Minimum of 7+ years of sales experience.
• Proficient in presenting and storytelling to effectively present solutions.
• Experience in wholesaling and territory management, with strong communication skills in group settings.
• Comfortable with overnight travel.
• Ability to collaborate and deliver cohesive messaging.

Preferred Qualifications, Capabilities, and Skills

• Independent initiative with flexibility and responsiveness.
• Ability to interpret complex portfolio data and communicate simply.

Please note: This position is subject to Section 19 of the Federal Deposit Insurance Act, requiring review of criminal conviction history as part of the employment process.