VP, Investment Solutions & Advisor Growth

Next Frontier Capital; Chicago (IL); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Wealth Management seeks a Vice President, Investment Product Specialist to present on capital markets, investment solutions, and to implement the U.S. Wealth Management strategy.

You will support advisor development, strengthen client satisfaction, and build value-added relationships in a fast-paced wealth management environment. You will become a trusted resource across investment platforms and work with field leadership to deliver clear, compelling messaging, with travel across

Qualifications

• Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge) required.
• Series 7, Series 66, and Insurance Licensing required.
• 7+ Years of Sales Experience.
• Skilled at Presenting.
• Wholesaling background and storytelling ability to present solutions effectively.
• Strong communication in group settings and in presentations.
• Experience with territory management, expense control, and meeting deadlines.
• Must be comfortable with overnight travel.
• Ability to collaborate with partners and provide cohesive messaging.

Responsibilities

• Become a Subject Matter Expert on investment themes, platforms, products, and strategies.
• Effectively communicate JP Morgan Wealth Management views and recommendations.
• Cover a territory of 2 to 3 regions remotely and in person (approx. 300–400 advisors).
• Create and coordinate workshops for advisor development.
• Speak at Group Meetings and Zoom office hours.
• Schedule and conduct 10–15 one-on-one advisor meetings per week for new opportunities.
• Attend client meetings as an expert on investment solutions and positioning.
• Coordinate with colleagues across disciplines on joint presentations.
• Demonstrate value in pushing divisional goals to target.

Skills

Investment knowledge

Presenting

Territory management

Overnight travel

Cross-functional collaboration

Job description

J.P. Morgan Wealth Management seeks a Vice President, Investment Product Specialist to present on capital markets, investment solutions, and to implement the U.S. Wealth Management strategy.

You will support advisor development, strengthen client satisfaction, and build value-added relationships in a fast-paced wealth management environment. You will become a trusted resource across investment platforms and work with field leadership to deliver clear, compelling messaging, with travel across