VP, Investment Solutions & Advisor Enablement

Next Frontier Capital; Austin (TX); Hybrid; USD 150,000 - 190,000; Full time

Job summary

JPMorgan Chase Wealth Management is seeking a Vice President, Investment Product Specialist to lead on investment themes and platforms, partnering with field leadership to implement strategy across ~2–3 regions and ~300–400 advisors. You will deliver compelling solutions and mentor on client and advisor engagements.

You will present market views, support advisor development, and collaborate across disciplines to push divisional goals, travel as needed, and contribute to a strong client-centric

Qualifications

• Must have a highly detailed understanding of investment product offerings.
• Series 7, Series 66, and Insurance Licensing required.
• 7+ years of sales experience.
• Skilled at presenting.
• Wholesaling background and storytelling ability to present solutions.
• Strong ability to communicate in group settings and partner on presentations.
• Well versed in territory management, expense control, and meeting deadlines.
• Must be comfortable with overnight travel.
• Ability to collaborate with partners and provide cohesive messaging.

Responsibilities

• Become a Subject Matter Expert to present on investment themes, platforms, and strategies.
• Effectively communicate JPMorgan Chase Wealth Management view and recommendations.
• Cover a territory of 2 to 3 regions remotely and in person (~300-400 advisors).
• Create and coordinate workshops for advisor development.
• Speak at Group Meetings and hold Zoom office hours.
• Schedule 10–15 one-on-one advisor meetings weekly for new business opportunities.
• Attend client meetings as SME on investment solutions and positioning.
• Coordinate with colleagues across disciplines on joint presentations and drive divisional goals.

Skills

Investment products

Sales experience

Presenting

Wholesaling

Team collaboration

Group presentations

Territory management

Travel willingness

Communication

Education

Series 7 & 66 licenses

Insurance Licensing

Job description

JPMorgan Chase Wealth Management is seeking a Vice President, Investment Product Specialist to lead on investment themes and platforms, partnering with field leadership to implement strategy across ~2–3 regions and ~300–400 advisors. You will deliver compelling solutions and mentor on client and advisor engagements.

You will present market views, support advisor development, and collaborate across disciplines to push divisional goals, travel as needed, and contribute to a strong client-centric