J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
at J.P. Morgan
Posted 17 days ago
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J.P. Morgan Wealth Management is seeking a Vice President, Investment Product Specialist to present capital markets and investment solutions and to support a territory of approximately 300-400 advisors across 2-3 regions in the Northwest. The role involves advisor development via workshops, group presentations, one-on-one meetings (roughly 10-15 per week), and attendance at client meetings as the investment subject matter expert. The specialist will collaborate with field leadership and cross-discipline colleagues to implement USWM strategy, drive new business, and strengthen client relationships. Required are deep knowledge of investment product offerings, Series 7 and Series 66 and insurance licensing, strong wholesaling and presentation skills, and willingness to travel overnight.
- Compensation
- Not specified
- City
- Seattle
- Country
- United States
Currency: Not specified
Full Job Description
Location: Seattle, WA, United States
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) in the Northwest
- 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
