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Job description
Vice President, Investment Product SpecialistThe 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 ResponsibilitiesBecome a Subject Matter Expert to be able to present on the firms investment themes, various investment platforms, and products/investment strategiesEffectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise mannerSuccessfully cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors)Creating and coordinating workshops for advisor developmentAct as a speaker for Group Meeting Presentations and Zoom office hoursSchedule and Execute approximately 10 to 15 one on one advisor meetings per week to support new business opportunitiesAttend client meetings as the subject matter expert on investment solutions and positioningCoordinate and partner with colleagues across disciplines on joint presentationsBe able to demonstrate your value in pushing divisional goals to targetRequired qualifications, capabilities, and skillsHighly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge) requiredSeries 7, Series 66, and Insurance Licensing required7+ Years of Sales ExperienceSkilled at PresentingWholesaling background and story telling ability to present solutions effectivelyStrong ability to effectively communicate in group settings as well as partner on presentationsWell versed in territory management, expense control, and meeting deadlinesMust be comfortable with overnight travelAbility to collaborate with partners and provide cohesive messagingPreferred qualifications, capabilities, and skillsIndependent initiative, while being flexible and responsive to the field is preferredAbility to understand complex portfolio data, and verbalize the message in a simple to understand format is a plusThis position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.Equal Opportunity Employer/Disability/Veterans
Worksite address
austin, TX, 78701, US
Who can apply
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