Vice President, Investment Solutions Leader

JPMorganChase; Dallas (TX); On-site; USD 120,000 - 150,000; Full time

Job summary

JPMorganChase seeks a Vice President, Investment Product Specialist in the Dallas area to present on capital markets and investment solutions. You will work with field leadership to implement the U.S.

Wealth Management strategy, strengthening client relationships and supporting advisor development. You will leverage deep product knowledge across advisory, annuities, insurance, and brokerage to provide clear guidance.

Qualifications

• Deep understanding of investment product offerings (advisory, annuities, insurance, brokerage).
• Licensing: Series 7, Series 66, and Insurance licensing required.
• 7+ years of sales experience.
• Ability to present clearly and tell a compelling story.
• Strong ability to collaborate in group settings and with presentations.
• Comfortable with overnight travel.

Responsibilities

• Become a Subject Matter Expert on investment themes and platforms.
• Convey the JP Morgan Wealth Management view and recommendations clearly.
• Cover 2–3 regions remotely and in person (approximately 300–400 advisors).
• Create and coordinate workshops for advisor development.
• Speak at group meetings and run Zoom office hours.
• Schedule 10–15 one-on-one advisor meetings weekly for new opportunities.
• Attend client meetings as SME on investment solutions and positioning.
• Collaborate across disciplines on joint presentations.
• Demonstrate value to help reach divisional goals.

Skills

Investment product knowledge

Public speaking

Presenting effectively

Territory management

Team collaboration

Travel willingness

Job description

JPMorganChase seeks a Vice President, Investment Product Specialist in the Dallas area to present on capital markets and investment solutions. You will work with field leadership to implement the U.S.

Wealth Management strategy, strengthening client relationships and supporting advisor development. You will leverage deep product knowledge across advisory, annuities, insurance, and brokerage to provide clear guidance.