J.P. Morgan Wealth Management - Vice President, Investment Product Specialist

Job Description

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.

As an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will be expected to present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the U.S. Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You will have the opportunity to demonstrate your passion for capital markets and the wealth management industry, providing support to our advisor and client population. You will strengthen our client satisfaction, build and deepen value-add relationships, while being transparent with our client base in their investment roadmap.

 

Job Responsibilities

 

• Become a Subject Matter Expert to be able to present on the firms investment themes, various investment platforms, and products/investment strategies 
• Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise manner
• Successfully cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors) 
• Creating and coordinating workshops for advisor development 
• Act as a speaker for Group Meeting Presentations and Zoom office hours
• Schedule and Execute approximately 10 to 15 one on one advisor meetings per week to support new business opportunities 
• Attend client meetings as the subject matter expert on investment solutions and positioning 
• Coordinate and partner with colleagues across disciplines on joint presentations
• Be able to demonstrate your value in pushing divisional goals to target

 

  Required qualifications, capabilities, and skills

 

• Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge) required
• Series 7, Series 66, and Insurance Licensing required 
• 7+ Years of Sales Experience 
• Skilled at Presenting 
• Wholesaling background and story telling ability to present solutions effectively 
• Strong ability to effectively communicate in group settings as well as partner on presentations
• Well versed in territory management, expense control, and meeting deadlines
• Must be comfortable with overnight travel
• Ability to collaborate with partners and provide cohesive messaging 

 

Preferred qualifications, capabilities, and skills

 

• Independent initiative, while being flexible and responsive to the field is preferred 
• Ability to understand complex portfolio data, and verbalize the message in a simple to understand format is a plus

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.