VP, Investment Solutions & Advisor Enablement

JPMorgan Chase & Co.

Chicago (IL)

Hybrid

USD 150,000 - 230,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in Chicago seeks a Vice President, Investment Product Specialist within J.P. Morgan Wealth Management to present on capital markets and investment solutions and collaborate with field leadership on the U.S.

Wealth Management strategy. You will support advisor development, strengthen client satisfaction, and build deep, value-add relationships across the advisor and client base. You will act as a subject matter expert on investment products, coordinate workshops, and partner

Qualifications

7+ years of sales experience.
Licensing: Series 7, Series 66, and Insurance.
Strong presentation skills and ability to lead workshops.
Territory management and travel readiness.

Responsibilities

Become a Subject Matter Expert to present investment themes and platforms.
Effectively communicating the JPMorgan Wealth Management view and recommendations.
Successfully cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors).
Creating and coordinating workshops for advisor development.
Act as a speaker for Group Meeting Presentations and Zoom office hours.
Schedule and Execute approximately 10 to 15 one on one advisor meetings per week to support new business opportunities.
Attend client meetings as the subject matter expert on investment solutions and positioning.
Coordinate and partner with colleagues across disciplines on joint presentations.
Be able to demonstrate your value in pushing divisional goals to target.