VP, Wealth Investment Solutions Architect

Testing Site - JPMC; Austin (TX); Hybrid; USD 150,000 - 230,000; Full time

Job summary

J.P. Morgan Wealth Management seeks a Vice President, Investment Product Specialist to lead discussions on capital markets and investment solutions for a large advisor network. You will collaborate with field leadership to implement the U.S. Wealth Management strategy and strengthen client relationships.

You will present investment themes, coordinate workshops, and support advisor development across multiple regions, balancing remote and in-person engagements to drive growth.

Qualifications

• Deep knowledge of investment product offerings (advisory, annuities, insurance, brokerage).
• Licenses required: Series 7, Series 66 and Insurance.
• Strong sales background with ability to present to large groups.

Responsibilities

• Become a Subject Matter Expert to present on investment themes, platforms and strategies.
• Effectively communicate the JP Morgan Wealth Management view and recommendations.
• Cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors).
• Create and coordinate workshops for advisor development.
• Present as a speaker for Group Meetings and Zoom office hours.
• Schedule and execute 10–15 one-on-one advisor meetings weekly to drive new business.
• Attend client meetings as SME on investment solutions and positioning.
• Coordinate with colleagues across disciplines on joint presentations.
• Demonstrate value in advancing divisional goals.

Skills

Investment product knowledge

Series 7

Series 66

Insurance Licensing

Sales experience

Presenting

Team collaboration

Territory management

Overnight travel

Messaging and storytelling

Job description

J.P. Morgan Wealth Management seeks a Vice President, Investment Product Specialist to lead discussions on capital markets and investment solutions for a large advisor network. You will collaborate with field leadership to implement the U.S. Wealth Management strategy and strengthen client relationships.

You will present investment themes, coordinate workshops, and support advisor development across multiple regions, balancing remote and in-person engagements to drive growth.