Wealth Management Investment Solutions VP

J.P. Morgan; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading financial institution is seeking a Vice President, Investment Product Specialist to enhance client relationships and advisor development. This role involves becoming a Subject Matter Expert in investment solutions and effectively communicating market insights. Candidates should possess at least 7 years of sales experience, Series 7 and 66 licenses, along with strong presentation skills. The successful applicant will also manage multiple regions, ensuring successful support for advisors and delivering investment strategies tailored to clients.

Qualifications

• 7+ years of sales experience, preferably in wealth management.
• Must have Series 7, Series 66, and relevant insurance licenses.
• Knowledge of advisory, annuities, and brokerage markets is essential.

Responsibilities

• Present investment themes and strategies to advisors.
• Cover up to 2-3 regions and 300-400 advisors effectively.
• Conduct workshops for advisor development and client meetings.

Skills

Investment product offerings understanding

Strong presentation skills

Sales experience

Wholesaling background

Effective communication

Territory management

Ability to travel

Education

Series 7, Series 66, and Insurance Licensing

Job description

A leading financial institution is seeking a Vice President, Investment Product Specialist to enhance client relationships and advisor development. This role involves becoming a Subject Matter Expert in investment solutions and effectively communicating market insights. Candidates should possess at least 7 years of sales experience, Series 7 and 66 licenses, along with strong presentation skills. The successful applicant will also manage multiple regions, ensuring successful support for advisors and delivering investment strategies tailored to clients.