VP, Investment Solutions & Advisor Enablement

JPMorgan Chase; San Francisco (CA); Hybrid; USD 150,000 - 190,000; Full time

Job summary

JPMorgan Chase's Wealth Management division seeks a Vice President, Investment Product Specialist to lead client and advisor education on market themes and investment solutions. You will collaborate with field leadership to drive the US WM strategy and support advisor development.

You will present capital market insights, coordinate workshops, and deliver cohesive messaging across regions while managing a large advisor network and travel as needed.

Qualifications

• Deep knowledge of investment products and platforms.
• Series 7, Series 66, and Insurance Licensing required.
• 7+ years of sales experience.
• Strong presentation and group communication skills.
• Ability to collaborate across teams on joint presentations.
• Willingness to travel overnight.

Responsibilities

• Become a SME to present investment themes and platforms.
• Communicate JP Morgan Wealth Management view clearly.
• Cover 2–3 regions remotely and in person for 300–400 advisors.
• Create and coordinate advisor development workshops.
• Speaker for Group Meeting Presentations and Zoom office hours.
• Schedule 10–15 one-on-one advisor meetings weekly.
• Attend client meetings as SME on investment solutions.
• Collaborate with partners on joint presentations.
• Demonstrate value to push divisional goals.

Skills

Investment product knowledge

Presenting

Territory management

Travel willingness

Job description

JPMorgan Chase's Wealth Management division seeks a Vice President, Investment Product Specialist to lead client and advisor education on market themes and investment solutions. You will collaborate with field leadership to drive the US WM strategy and support advisor development.

You will present capital market insights, coordinate workshops, and deliver cohesive messaging across regions while managing a large advisor network and travel as needed.