J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
HybridChicago, Illinois, United States
Job Summary
Present on capital markets, investment themes, and firm-wide product strategies to support advisor development and client satisfaction. Coordinate workshops, lead group presentations, and conduct one-on-one meetings with 300-400 advisors across 2-3 remote and in-person regions. Execute joint presentations with cross-disciplinary colleagues and attend client meetings as a subject matter expert on investment solutions and positioning. Demonstrate value in pushing divisional goals while managing territory, expense control, and meeting deadlines. Requires Series 7, Series 66, and Insurance Licensing, plus 7+ years of sales experience. Must be comfortable with overnight travel.
Required Qualifications
- Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge)
- Series 7, Series 66, and Insurance Licensing
- 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
Desired Qualifications
- Ability to understand complex portfolio data, and verbalize the message in a simple to understand format
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