J.P. Morgan Wealth Management - Vice President, Investment Product Specialist

Job Overview

As Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will present on capital markets, lead advisor development, strengthen client satisfaction, and build value‑add relationships while supporting the U.S. Wealth Management strategy.

• Become a subject‑matter expert to present on the firm’s investment themes, platforms, and products.
• Communicate the J.P. Morgan Wealth Management view and recommendations clearly and concisely.
• Cover 2 to 3 regions remotely and in person, managing approximately 300–400 advisors.
• Create and coordinate workshops for advisor development.
• Serve as a speaker for group meetings, presentations, and Zoom office hours.
• Schedule and execute 10–15 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 for joint presentations.
• Drive divisional goals to targets.

• Extensive knowledge of investment product offerings (advisory, annuities, insurance, brokerage markets).
• Series 7, Series 66, and insurance licensing required.
• 7+ years of sales experience.
• Strong presentation skills.
• Wholesaling background with storytelling ability to present solutions effectively.
• Excellent communication in group settings and partnership on presentations.
• Experience in territory management, expense control, and meeting deadlines.
• Comfortable with overnight travel.
• Ability to collaborate with partners and provide cohesive messaging.

• Independent initiative with flexibility and responsiveness to the field.
• Ability to analyze complex portfolio data and verbalize the message simply.

Competitive total rewards package including base salary, commission‑based pay, and discretionary incentive compensation. Comprehensive health‑care coverage, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and other employee‑benefit programs.

We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute and make reasonable accommodations for applicants’ and employees’ religious practices and mental or physical disability needs.