VP, Investment Product & Advisor Solutions Lead

JPMorganChase; Chicago (IL); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorgan Chase’s Wealth Management division seeks a Vice President, Investment Product Specialist in Chicago to deliver capital markets insights and investment solutions. You will work with field leadership to implement the U.S.

Wealth Management strategy, enhancing advisor development and client satisfaction through deep, value-add relationships. You will present investment platforms and strategies, coordinate advisor workshops, and travel to support approximately 300–400 advisors across

Qualifications

• Seven or more years of sales experience in financial services.
• Series 7, Series 66, and Insurance Licensing required.
• Strong presentation and storytelling skills to convey investment solutions.
• Comfortable with overnight travel and field engagement.
• Ability to collaborate across teams and manage broad advisor territories.

Responsibilities

• Become a subject matter expert on investment platforms and strategies.
• Present the firm's capital markets views and investment solutions clearly.
• Cover a territory of multiple regions remotely and in person for ~300–400 advisors.
• Create and coordinate workshops for advisor development and group presentations.
• Attend client meetings as the investment solutions expert and support new business opportunities.
• Collaborate with colleagues to deliver cohesive messaging across disciplines.

Job description

JPMorgan Chase’s Wealth Management division seeks a Vice President, Investment Product Specialist in Chicago to deliver capital markets insights and investment solutions. You will work with field leadership to implement the U.S.

Wealth Management strategy, enhancing advisor development and client satisfaction through deep, value-add relationships. You will present investment platforms and strategies, coordinate advisor workshops, and travel to support approximately 300–400 advisors across