VP, Investment Solutions & Advisor Growth

Next Frontier Capital; United States; Hybrid; USD 130,000 - 180,000; Full time

Job summary

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

You will support advisor development, enhance client satisfaction, and deepen value-added relationships across the advisor and client base. You will demonstrate passion for capital markets and wealth management by providing expert guidance in investment solutions and

Qualifications

• Deep knowledge of investment products including advisory, annuities, insurance and brokerage markets.

Responsibilities

• Become a subject matter expert on investment themes, platforms, and strategies.
• Present JPMorgan Wealth Management views and recommendations clearly.
• Cover 2–3 regions remotely and in person for 300–400 advisors.
• Create and coordinate workshops for advisor development.
• Speak at Group Meetings and Zoom office hours.
• Conduct 10–15 one-on-one advisor meetings weekly to drive new opportunities.
• Attend client meetings as the investment solutions expert.

Skills

Investment products knowledge

Presenting skills

Wholesaling experience

Territory management

Travel readiness

Strong communication

Job description

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

You will support advisor development, enhance client satisfaction, and deepen value-added relationships across the advisor and client base. You will demonstrate passion for capital markets and wealth management by providing expert guidance in investment solutions and