VP, Investment Product Specialist — Wealth Solutions Leader
JPMorgan Chase
A leading financial institution in Tempe, Arizona is seeking a professional with 7+ years of sales experience to become a Subject Matter Expert in investment solutions. In this role, you will present on various investment themes, manage a territory of 300-400 advisors, and coordinate workshops for advisor development. Strong presentation skills and a detailed understanding of investment product offerings are essential. The company offers a competitive compensation package along with comprehensive benefits. #J-18808-Ljbffr JPMorgan Chase
- ...be able to present on the firm’s investment themes, various investment platforms, and products/investment strategies Effectively communicate the JP Morgan Wealth Management view and... ...subject matter expert on investment solutions and positioning Coordinate and...SuggestedWork at officeRemote workFlexible hoursNight shift
- ...Team Lead In Customer Service For Asset Wealth Management As a Team Lead in Customer... ...training to enhance customer service and product knowledge. Foster a client-focused... ...client issues and drive cross-functional solutions. Support cross-selling and referral initiatives...SuggestedWork experience placement
- ...Investment Professional At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building... ...a broad range of financial products. Our mission is to create engaged... ...nonprofits and cities grow, delivering solutions to solve all their financial...SuggestedWork at officeLocal areaRemote workMonday to Friday3 days per week
- ...leading global financial services firm seeks a Vice President, Investment Product Specialist, in Tempe, Arizona. The successful candidate will enhance... ...of investment products and presenting strategic solutions. Responsibilities include managing a territory of advisors...SuggestedNight shift
- At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building... ...and inclusion. As a New Client Investment Specialist in J.P. Morgan Wealth Management, you... ...Take a proactive approach to identifying solutions Possess an entrepreneurial business...SuggestedWork at officeRemote workMonday to Friday3 days per week
- At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building... ...and inclusion. As a New Client Investment Specialist in J.P. Morgan Wealth Management, you... ...Take a proactive approach to identifying solutions Possess an entrepreneurial business...Work at officeRemote workMonday to Friday3 days per week
- ...Description At J.P. Morgan Wealth Management, we have an enthusiasm... .... As a New Client Investment Specialist in J.P. Morgan Wealth Management... ...approach to identifying solutions. Possess an entrepreneurial... ...a broad range of financial products. Our mission is to create...Work at officeRemote workMonday to Friday3 days per week
- ...Investment Professional At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As an Investment Professional...Work at officeLocal areaRemote workMonday to Friday3 days per week
$145k - $185k
Cloud Security Solutions & Advisory, VP page is loaded## Cloud Security Solutions & Advisory, VPlocations... ..., speed and agility. This means investing in talent, technologies, and tools... ...applications across development and production environments, including code reviews*...Work at officeRemote work$107k - $127k
Mufgamericas is seeking a Business Solution Analyst, Assistant Vice President, in Tempe, AZ. This role involves collaborating with stakeholders to drive operational efficiencies, data analysis, and implement solutions. Candidates should have over 5 years of experience...- J.P. Morgan Wealth Management provides individuals, advisors and institutions with... ...classes through our global network of investment professionals while utilizing the latest... ...advice and to deliver sophisticated products and solutions to meet their generational wealth management...
- JPMorgan Chase & Co. is seeking a VP Relationship Manager Sr. to lead strategic relationships with SMB clients in Tempe, Arizona. This role involves managing client relationships, achieving profitability goals, and collaborating with bank partners. Candidates should have...
- A leading wealth management firm is looking for a Lead Solution Architect to guide Salesforce transformations across its operations. The role involves designing scalable solutions, collaborating with stakeholders, and improving advisor-centric services. Candidates should...
- ...Executive Director, Lending Specialist The J.P. Morgan Wealth Management (USWM)... ...Self-Directed - our digital investing platform. The combined business... ...sophisticated solutions, and ensuring disciplined... ...partner across credit, risk, product, operations, and service...
$121k - $173k
...collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own... ...reporting tools (Power BI, Tableau) and integration with GRC solutions (ServiceNow, Archer, MetricStream).Strong technical skills...Work at officeLocal areaRemote work- ...Lead Solution Architect Kestra Holdings offers industry-leading wealth management platforms for independent... ...comprehensive securities and investment advisory solutions to... ...strategic thought leader, guiding end-to-end... ...stakeholders, product owners, engineering teams...Home office
- Cyod is seeking a Vice President of Architecture for their North America Infrastructure Solutions Line. This key executive will lead the presales Solutions Engineering and Architecture organization, responsible for building a top-tier team of Solutions Architects and Engineers...
$126k - $161k
A leading financial group is seeking a Strategic Sourcing Manager in Tempe, Arizona. This role focuses on developing and executing strategic sourcing strategies to enhance efficiency and value across the organization. The ideal candidate will have strong negotiation skills...- JPMorganChase in Tempe, Arizona is hiring a New Client Investment Specialist to enhance client experiences and identify investment opportunities. You will engage with new clients, provide proactive solutions, and support business development. Required qualifications include...3 days per week
- ...VP of HOA Accounting Responsible for maintaining AAM's high standard of financial... ...to resolve them. Acts as a change leader driving productivity and efficiency across accounting... ...identifies process gaps, brings forward solutions, and advances standardization and improved...Work at officeAfternoon shift
- A leading financial institution in Tempe, Arizona is seeking a Supervisory Manager to oversee a team of Financial Advisors. You will manage high-risk escalations and ensure compliance with regulations while fostering relationships within the team. Ideal candidates have ...
- A strategic partner for companies is seeking a Client Solutions Specialist in Tempe, Arizona. This role focuses on leading client experiences by implementing system solutions tailored to client needs. Responsibilities include collaborating with various stakeholders to...
- ...preserving and managing their wealth. You will use your knowledge of investments, financial planning,... ...has the resources, specialists and intellectual capital... ...developing thoughtful solutions and delivering an exceptional... ...and today we are a leader in investment banking,...Temporary workWork experience placementLocal area
- ...Product Specialist The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs... ...attractive wealth management solutions, and delivers a high level of... ...A sound knowledge base of investing, trust and estates, financial...
- ...Corporate Finance Kestra Holdings offers industry-leading wealth management platforms for independent wealth management... ..., enabling advisors to offer comprehensive securities and investment advisory solutions to their clients. The Analyst, Corporate Finance will play...
$270k - $325k
...identity protection and financial wellness solutions to nearly 500 million users in more than... ...growth, and minimizing risk. The VP, Tax partners closely with executive leadership... ...technologies Personal Attributes: Visionary leader with a strategic mindset and a passion...Flexible hours3 days per week- ...compliance and strategic alignment with business goals. The ideal candidate holds a PhD with over 10 years in building bioinformatics solutions, managing teams, and is proficient in Python and SQL. Join us in transforming cancer care through innovation. #J-18808-Ljbffr...
- Koitecc Solutions is seeking a Control Manager to lead compliance and risk management strategies in Tempe, Arizona. This pivotal role requires expertise in control management within the financial services sector, with a strong emphasis on data analysis and stakeholder engagement...
- Northern Trust is seeking a Control Specialist to oversee the operational control environment in Tempe, Arizona. This role requires advising leadership on control frameworks, conducting risk assessments, and maintaining compliance with policies. The ideal candidate will...Work at office
- ...Financial Planning Director Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions. With a legacy... ...network Stay current on tax laws, estate regulations, product and strategy solutions, and market trends to ensure...
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