VP, Investment Solutions & Advisor Enablement

JP Morgan Chase; Miami (FL); On-site; USD 180,000 - 240,000; Full time

Job summary

JP Morgan Chase Wealth Management seeks a Vice President, Investment Product Specialist to present capital markets insights and investment solutions, and to support advisor development. You will travel to engage with 300–400 advisors, lead group presentations, and coordinate workshops, delivering cohesive messaging and strengthening client relationships across regions.

This role requires deep product knowledge, licensing, and strong communication, with the ability to drive wealth-management

Qualifications

• Detailed understanding of investment product offerings (advisory, annuities, insurance, brokerage).
• Licensing: Series 7, Series 66, and Insurance required.
• 7+ years of sales experience in wealth management or financial services.
• Strong presenting skills and ability to educate groups.
• Wholesaling background with effective storytelling for solutions.
• Clear communication in group settings and presentations.
• Proven territory management, expense control, and deadline discipline.
• Willingness to travel overnight as needed.

Responsibilities

• Serve as a subject matter expert on investment themes, platforms, and strategies.
• Convey JPMorgan Wealth Management views and recommendations clearly.
• Cover a territory of 2–3 regions remotely and in person for ~300–400 advisors.
• Create and coordinate workshops for advisor development.
• Speak at group meetings and host office hours on Zoom.
• Schedule 10–15 one-on-one advisor meetings weekly for new business.
• Attend client meetings as investment solutions expert.
• Collaborate with colleagues across disciplines on joint presentations.
• Demonstrate value to advance divisional goals.

Skills

Presenting

Territory management

Group presentations

Communication

Overnight travel

Tools

Series 7

Series 66

Insurance Licensing

Job description

JP Morgan Chase Wealth Management seeks a Vice President, Investment Product Specialist to present capital markets insights and investment solutions, and to support advisor development. You will travel to engage with 300–400 advisors, lead group presentations, and coordinate workshops, delivering cohesive messaging and strengthening client relationships across regions.

This role requires deep product knowledge, licensing, and strong communication, with the ability to drive wealth-management