The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As an Executive Director, Investment Product Specialist in J.P. Morgan Wealth Management, you will be expected to present on capital markets as well as investment solutions and 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.
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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 to be able to present on the firm's investment themes, various investment platforms, and products/investment strategies.
- Effectively communicate 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
- Extensive background in sales
- Highly skilled at presenting
- Wholesaling background and storytelling ability to present solutions effectively
- 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.
ABOUT US
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.