J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
Austin, Texas, United States · Hybrid
$119k–$200k/yr
Senior$1.6B raised
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J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
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$119k–$200k/yr
Full-time
Health care coverage, Retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching
Posted 8d ago
~40 hrs/week
Responsibilities
The Investment Product Specialist will serve as a subject matter expert, presenting investment themes and strategies to advisors and clients. They are responsible for managing a territory, coordinating advisor development workshops, and supporting business growth through one-on-one meetings and joint presentations.
Requirements
Candidates must have at least 7 years of sales experience and hold Series 7, Series 66, and insurance licenses. A deep understanding of investment products and strong presentation skills are required for this role.
Full 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
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
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.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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