J.P. Morgan Wealth Management - Executive Director, Investment Product Specialist
As a Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will work collaboratively with field leadership to implement the U.S. Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You will have the opportunity to demonstrate your passion for capital markets and the wealth management industry, providing support to our advisor and client population.
We achieve to strengthen our client satisfaction, build and deepen value-add relationships, while being transparent with our client base in their investment roadmap.
We are looking for a professional with a passion for both capital markets and the wealth management industry (investments and advice), and one who will find satisfaction in supporting our advisor and client population.
Job Responsibilities
- Become a SME on the firm’s investment themes, various investment platforms, and products/investment strategies.
- Verbally position the JPMWM view and recommendations in a clear concise manner.
- Cover territory of 2-3 Regions remotely & in person (approximately 350-450 advisors) in the East Division
- Creating and coordinating workshops for advisor development
- Act as speaker for Group Meeting Presentations, and Zoom Office Hours
- Schedule and Execute approximately 10-15 one on one advisor meetings per week to support new business opportunities
- Attend HNW client meetings as a SME 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
Required qualifications, capabilities, and skills
- Has a detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage), and good capital markets knowledge
- Series 7, Series 66 and Insurance License
- Candidate should have the ability and experience communicating effectively in group settings, as well as partnering in HNW client presentations.
- Candidate must be open to overnight travel, understand territory management, expense control, and meeting deadlines.
- Ability to collaborate with partners, and to provide cohesive messaging.
Preferred qualifications, capabilities, and skills
- Independent initiative, while being flexible and responsive to the field.
- Ability to absorb complex portfolio data, and verbalize the message in a simple to understand format.
- Must reside in the East Division
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