Senior Investment Solutions Specialist

JPMorganChase; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase Wealth Management seeks a Vice President, Investment Product Specialist to present capital markets insights and investment solutions, collaborating with field leadership to execute the U.S. Wealth Management strategy.

The role focuses on advisor development, client satisfaction, and building deep, value-add relationships across a Northeast territory with 2–3 regions and a large advisor population. Strong sales and presentation skills are essential.

Qualifications

• Strong knowledge of investment product offerings and markets (advisory, annuities, insurance, brokerage).
• Proven sales experience with ability to present and persuade.
• Ability to manage a multi-region territory and coordinate with field leadership.

Responsibilities

• Become a Subject Matter Expert on investment themes and platforms.
• Present the JPMorgan Wealth Management view and recommendations clearly.
• Cover a territory of 2–3 regions remotely and in person in the Northeast (300–400 advisors).
• Create and coordinate workshops for advisor development.
• Speak at Group Meetings and host Zoom office hours.
• Schedule 10–15 one-on-one advisor meetings weekly to support new business opportunities.
• Attend client meetings as expert on investment solutions and positioning.
• Collaborate with partners across disciplines on joint presentations.
• Demonstrate value in pushing divisional goals to target.

Skills

Investment product knowledge

Territory management

Sales experience

Public speaking

Collaborative communication

Tools

PowerPoint

CRM systems

Job description

JPMorgan Chase Wealth Management seeks a Vice President, Investment Product Specialist to present capital markets insights and investment solutions, collaborating with field leadership to execute the U.S. Wealth Management strategy.

The role focuses on advisor development, client satisfaction, and building deep, value-add relationships across a Northeast territory with 2–3 regions and a large advisor population. Strong sales and presentation skills are essential.