JPMorganChase · 2 days ago
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
New York, NY
Full-time
Hybrid
Mid, Senior Level
$124K/yr - $210K/yr
7+ years expJPMorganChase is a leading financial services firm focused on helping investors achieve their long-term financial goals. As a Vice President, Investment Product Specialist, you will play a key role in presenting investment solutions and collaborating with field leadership to enhance client satisfaction and advisor development.
Asset ManagementBankingFinancial 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 Northeast
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
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.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
Hartford Business Journal
2026-01-03
2025-12-19
2025-12-12
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