VP, Investment Solutions & Advisor Enablement

JPMorgan Chase & Co.; City of Rochester (NY); Ibrido; USD 120.000 - 190.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. Wealth Management seeks a Vice President, Investment Product Specialist to lead discussions on capital markets and investment solutions. You will support advisor development and strengthen client relationships across the Northeast, presenting investment themes and platforms to large advisor groups.

You will travel overnight as needed and collaborate with cross-disciplinary teams to deliver cohesive messaging and drive business opportunities.

Competenze

• 7+ years of sales experience.
• Series 7, Series 66 and Insurance Licensing required.
• Strong knowledge of investment products (advisory, annuities, insurance, and brokerage).
• Excellent presentation skills.
• Wholesaling background with ability to storytelling when presenting solutions.
• Strong ability to communicate in group settings and collaborate on presentations.
• Experience with territory management, expense control, and meeting deadlines.
• Willingness to travel overnight.

Mansioni

• Become a Subject Matter Expert to present on firm’s investment themes, platforms, and strategies.
• Communicate JPMorgan Wealth Management view and recommendations clearly.
• Cover a territory of 2–3 regions remotely and in person (Northeast) for ~300–400 advisors.
• Create and coordinate workshops for advisor development.
• Speak at Group Meetings and during Zoom office hours.
• Schedule and conduct 10–15 one-on-one advisor meetings weekly for new opportunities.
• Attend client meetings as SME on investment solutions and positioning.
• Collaborate with partners across disciplines on joint presentations.
• Demonstrate value in advancing divisional goals to targets.

Conoscenze

Presenting

Territory management

Communication skills

Sales experience

Descrizione del lavoro

JPMorgan Chase & Co. Wealth Management seeks a Vice President, Investment Product Specialist to lead discussions on capital markets and investment solutions. You will support advisor development and strengthen client relationships across the Northeast, presenting investment themes and platforms to large advisor groups.

You will travel overnight as needed and collaborate with cross-disciplinary teams to deliver cohesive messaging and drive business opportunities.