VP, Investment Solutions Expert – Wealth Management

JPMorgan Chase & Co.; Jersey City (NJ); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co.'s J.P. Morgan Wealth Management is seeking a Vice President, Investment Product Specialist to present capital markets themes and investment solutions, and to support advisor development across the Northeast.

You will cover 2–3 regions remotely and in person for about 300–400 advisors, coordinate workshops, and serve as a speaker for meetings, traveling overnight as needed to drive client relationships and growth.

Qualifications

• Series 7, Series 66, and Insurance Licensing required.
• 7+ years of sales experience in financial services.
• Strong presentation skills and ability to present to groups.
• Experience with advisory, annuities, insurance and brokerage products.

Responsibilities

• Become a subject matter expert on investment themes, platforms, and strategies.
• Communicate JP Morgan Wealth Management view 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.
• Present as a speaker for group meetings and Zoom office hours.
• Schedule 10–15 one-on-one advisor meetings weekly for new opportunities.
• Attend client meetings as the SME on investment solutions and positioning.
• Collaborate with partners across disciplines on joint presentations.

Skills

Presenting

Territory management

Wholesaling

Storytelling

Group presentations

Education

Series 7

Series 66

Insurance Licensing

Job description

JPMorgan Chase & Co.'s J.P. Morgan Wealth Management is seeking a Vice President, Investment Product Specialist to present capital markets themes and investment solutions, and to support advisor development across the Northeast.

You will cover 2–3 regions remotely and in person for about 300–400 advisors, coordinate workshops, and serve as a speaker for meetings, traveling overnight as needed to drive client relationships and growth.