VP, Investment Solutions & Advisor Enablement

Fairygodboss; Dallas (TX); On-site; USD 140,000 - 220,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Vice President, Investment Product Specialist to lead senior-level investment discussions, present capital markets insights, and advocate investment solutions to advisors and clients.

The role requires expert knowledge across advisory, annuity, insurance and brokerage products, with a focus on enabling field leadership, strengthening client relationships, and driving strategic opportunities across multiple regions.

Qualifications

• Detailed understanding of investment product offerings across advisory, annuities, insurance, and brokerage.
• Must hold Series 7, Series 66, and Insurance licenses.
• Seven or more years of sales experience.
• Strong presentation skills.
• Wholesaling background with ability to tell a compelling story to present solutions.
• Ability to collaborate and present in group settings.
• Experience with territory management, expense control, and meeting deadlines.
• Willingness to travel overnight.
• Ability to collaborate with partners for cohesive messaging.

Responsibilities

• Become a Subject Matter Expert to present investment themes and platforms.
• Convey JP Morgan Wealth Management view and recommendations clearly.
• Cover 2–3 regions remotely and in person (approx 300–400 advisors).
• Create and coordinate workshops for advisor development.
• Speak at Group Meetings and office hours.
• Schedule 10–15 one-on-one advisor meetings weekly to pursue new opportunities.
• Attend client meetings as SME on investment solutions and positioning.
• Coordinate with colleagues across disciplines on joint presentations.
• Demonstrate value to push divisional goals to target.

Skills

Investment product knowledge

Series 7/66 licenses

Insurance license

Sales experience

Presentation skills

Wholesaling

Group presentations

Territory management

Overnight travel

Collaboration

Job description

J.P. Morgan Wealth Management is seeking a Vice President, Investment Product Specialist to lead senior-level investment discussions, present capital markets insights, and advocate investment solutions to advisors and clients.

The role requires expert knowledge across advisory, annuity, insurance and brokerage products, with a focus on enabling field leadership, strengthening client relationships, and driving strategic opportunities across multiple regions.