Chase · 1 month ago
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Mid, Senior Level
7+ years expChase is a leading financial services firm, and they are seeking a Vice President, Investment Product Specialist in their J.P. Morgan Wealth Management division. The role involves presenting on capital markets and investment solutions, collaborating with field leadership, and enhancing client satisfaction through advisor development and relationship building.
BankingFinancial Services
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) in the Midwest
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
Qualification
Required
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
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
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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