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 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 300-400 advisors) in the Midwest

　　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 JPM Key Products

　　Coordinate with other subject partners 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 live in the Midwest Division; see target cities

　　Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

　　We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

　　We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

　　JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans