Senior Investment Solutions Leader – Wealth Management

Testing Site - JPMC; Irvine (CA); Hybride; USD 180 000 - 240 000; Plein temps

Résumé du poste

J.P. Morgan Wealth Management is seeking an Executive Director, Investment Product Specialist to lead thought leadership on capital markets and investment strategies. You will support advisor development, strengthen client satisfaction, and build deep, value-added relationships while guiding investment roadmaps.

The role requires presenting complex portfolio data in a clear way, collaborating across teams, and traveling to engage with advisors and clients across regions.

Qualifications

• Deep knowledge of investment product offerings (advisory, annuities, insurance, and brokerage)
• Series 7, Series 66, and Insurance Licensing required
• 10+ years of sales experience
• Strong presentation and storytelling skills
• Wholesaling background and ability to present solutions effectively

Responsabilités

• Become a Subject Matter Expert to present on investment themes, platforms, and strategies
• Communicate JPMorgan Wealth Management views and recommendations clearly
• Cover a territory of 2–3 regions remotely and in person for 300–400 advisors
• Create and coordinate workshops for advisor development
• Speak at Group Meetings and Zoom office hours
• Schedule 10–15 one-on-one advisor meetings weekly for new business opportunities
• Attend client meetings as the SME for investment solutions and positioning
• Collaborate with partners across disciplines on joint presentations
• Demonstrate value by supporting divisional goals to target

Connaissances

Investment product knowledge

Series 7

Series 66

Insurance licensing

Sales leadership

Public speaking

Territory management

Cross-functional collaboration

Description du poste

J.P. Morgan Wealth Management is seeking an Executive Director, Investment Product Specialist to lead thought leadership on capital markets and investment strategies. You will support advisor development, strengthen client satisfaction, and build deep, value-added relationships while guiding investment roadmaps.

The role requires presenting complex portfolio data in a clear way, collaborating across teams, and traveling to engage with advisors and clients across regions.