Senior Investment Product Strategist – Wealth Management

Testing Site - JPMC; Tempe (AZ); On-site; USD 150,000 - 190,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Vice President, Investment Product Specialist to lead advisory and investment solution conversations with advisors across multiple regions. You will present capital markets perspectives and partner with leadership to execute the U.S.

Wealth Management strategy. You will support advisor development, strengthen client satisfaction, and build value-add relationships while clearly communicating investment solutions and divisional goals.

Qualifications

• Deep knowledge of advisory, annuities, insurance and brokerage offerings.
• Active securities licenses (Series 7, 66) and insurance licensing required.
• Minimum 7+ years of sales experience in wealth management or financial services.

Responsibilities

• Present investment themes, platforms and strategies to advisors.
• Communicate JPMorgan Wealth Management view clearly and concisely.
• Cover a 2–3 region territory remotely and in person for 300–400 advisors.
• Create and coordinate advisor development workshops.
• Speak at Group Meetings and host Zoom office hours.
• Schedule and conduct 10–15 advisor meetings weekly for new business.
• Attend client meetings as CMA on investment solutions and positioning.
• Collaborate with colleagues across disciplines on joint presentations.
• Demonstrate value to push divisional goals to target.

Skills

Investment products

Series 7

Series 66

Insurance license

Sales experience

Presenting

Storytelling

Territory management

Travel readiness

Cross-functional collaboration

Job description

J.P. Morgan Wealth Management is seeking a Vice President, Investment Product Specialist to lead advisory and investment solution conversations with advisors across multiple regions. You will present capital markets perspectives and partner with leadership to execute the U.S.

Wealth Management strategy. You will support advisor development, strengthen client satisfaction, and build value-add relationships while clearly communicating investment solutions and divisional goals.