VP, Investment Solutions & Advisor Strategy

JPMorganChase; San Francisco (CA); On-site; USD 150,000 - 190,000; Full time

Job summary

JPMorganChase is seeking a Vice President, Investment Product Specialist for J.P. Morgan Wealth Management. You will present capital markets insights, support advisor development, and strengthen client relationships across multiple regions.

The role emphasizes expert investment knowledge, collaboration with field leadership, and a focus on advisor and client satisfaction in a dynamic wealth management environment.

Qualifications

• Series 7, Series 66, and Insurance Licensing are required.
• 7+ years of sales experience in wealth management or financial services.
• Deep knowledge of investment product offerings (advisory, annuities, insurance, brokerage).
• Ability to present complex capital markets concepts clearly to advisors.

Responsibilities

• Become a Subject Matter Expert on investment themes, platforms, and strategies.
• Communicate JP Morgan Wealth Management view 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.
• Schedule 10–15 one-on-one advisor meetings weekly to pursue new business.
• Attend client meetings as subject matter expert on investment solutions.
• Collaborate with colleagues across disciplines on joint presentations.
• Demonstrate value in driving divisional goals to target.

Skills

Investment products

Public speaking

Sales experience

Presentation skills

Territory management

Collaboration

Travel readiness

Storytelling

Industry knowledge

Job description

JPMorganChase is seeking a Vice President, Investment Product Specialist for J.P. Morgan Wealth Management. You will present capital markets insights, support advisor development, and strengthen client relationships across multiple regions.

The role emphasizes expert investment knowledge, collaboration with field leadership, and a focus on advisor and client satisfaction in a dynamic wealth management environment.