J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
Hybrid · Tempe, Arizona, United States
Job Summary
Lead speaker and SME on investment themes, platforms, and strategies for J.P. Morgan Wealth Management; manage a 2-3 region territory with a mix of remote and in-person engagement; design and coordinate advisor development workshops; present solutions to advisors and clients in group and one-on-one settings; conduct 10-15 advisor meetings weekly to support new business opportunities; collaborate across disciplines on joint presentations; demonstrate value while pushing divisional goals; travel overnight to cover regional markets as needed.
Required Qualifications
- Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge)
- 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
Desired Qualifications
- Independent initiative and flexibility in field response
- Understanding of complex portfolio data and ability to verbalize insights
- Wholesaling background and storytelling to present solutions
- Strong presentation skills in group settings and cross-discipline collaboration
- Overnight travel willingness
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