Wealth Management Investment Product Lead

Testing Site - JPMC; Atlanta (GA); On-site; USD 150,000 - 210,000; Full time

Job summary

J.P. Morgan Wealth Management seeks a Vice President, Investment Product Specialist to lead investment product discussions, deliver capital markets insights, and support advisor relationships across multiple regions. You will present investment themes, coordinate workshops, and drive opportunities with field leadership.

This role requires extensive travel (overnight) and deep knowledge of advisory, annuities, insurance, and brokerage products, along with Series 7, 66, and insurance licensing.

Qualifications

• Strong knowledge of advisory, annuities, insurance, and brokerage products.
• Hold Series 7, Series 66, and Insurance licensing.
• 7+ years of sales experience.
• Proven presenting skills and effectiveness in group settings.
• Wholesaling background and ability to tell compelling stories to present solutions.

Responsibilities

• Become a Subject Matter Expert to present investment themes, platforms, and strategies.
• Convey JP Morgan Wealth Management view and recommendations clearly.
• Cover a territory of 2–3 regions remotely and in person (≈300–400 advisors).
• Create and coordinate workshops for advisor development.
• Speak at Group Meetings and host Zoom office hours.
• Schedule and conduct 10–15 one-on-one advisor meetings weekly to support new business.
• Attend client meetings as the expert on investment solutions and positioning.
• Collaborate with colleagues across disciplines on joint presentations.
• Show value by advancing divisional goals to target.

Skills

Investment product knowledge

Presenting

Territory management

Travel willingness

Collaborative messaging

Sales experience

Communication in group settings

Job description

J.P. Morgan Wealth Management seeks a Vice President, Investment Product Specialist to lead investment product discussions, deliver capital markets insights, and support advisor relationships across multiple regions. You will present investment themes, coordinate workshops, and drive opportunities with field leadership.

This role requires extensive travel (overnight) and deep knowledge of advisory, annuities, insurance, and brokerage products, along with Series 7, 66, and insurance licensing.