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J.P. Morgan Wealth Management - Vice President, Investment Solutions Specialist

JPMorgan Chase & Co.

JPMorgan Chase & Co.

Accounting & Finance, Customer Service
Los Angeles, CA, USA
Posted on Tuesday, May 28, 2024

Job Description

The role works collaboratively with Field Leadership, Managed Solutions and Product/Asset Class Specialist teams to implement the J.P. Morgan Wealth Management strategy to J.P. Morgan Advisors. The individual will accomplish this by having a broad understanding of the investment product offering (advisory, alternatives, and brokerage), market insights and key investment themes. To be successful in this role the individual will need to be a subject matter expert on various investment platforms and products/investment strategies and firm's investment themes and positioning to effectively and succinctly communicate with the field as well as an overall understanding of the Wealth Management industry.

As the Vice President, Product Manager Investments & Advice, within J.P. Morgan Wealth Management, you will support advisors in positioning solutions through a goals-based lens, but they will have an intimate understanding of the advisors business strategy to offer customized intellect across firm research, investment ideas and vehicles. Collaboration with additional field support members and field leadership will be crucial to success. One must demonstrate a passion for capital markets and the wealth management industry (both investments and advice), demonstrate independent initiative and be responsive to the needs of the field.

Job Responsibilities

  • Serve as a resource to advisors, as it relates to Investments & Advice. Candidate will be able to articulate the firm's investment views and themes and our strategic and tactical best thinking, J.P. Morgan’s approach to managing wealth along with how to present timely appropriate solutions.
  • Advise, identify and select appropriate managers, vehicles for client portfolios keeping in mind regulatory framework, client goals and risks, diversification attributes and return expectations holistically.
  • Present on national and regional advisor calls to message advice, and craft written communications sent to all advisors
  • Partner with centralized Wealth Management Solutions teams on Product Content, business requirements, field feedback and with third party partners/managers to facilitate value added learning or insight for your region when appropriate
  • Work directly with national sales leadership to drive new investment flows across all investment products and retain existing business, evaluating flows trends and pivoting focus accordingly.
  • Help drive our strategic long term North Star agenda aligned with growth of the enterprise.
  • Potential travel to specific office on an as needed basis

Required qualifications, capabilities, and skills

  • 5-12 years of relevant investment experience with Series 7
  • Self-starter with natural curiosity for the markets and investing and willingness to engage in significant discussions with different views
  • Exceptional attention to detail with strong technological skills across various investment tools and Microsoft Office
  • Strong team player with a predisposition to sales/service function with advisors and U/HNW clients
  • Excellent communication, presentation, and public speaking skills to clearly and passionately articulate investment views and recommendations to a wide variety of audiences, especially in larger group settings

Preferred qualifications, capabilities, and skills

  • Series 66 (may be fulfilled within 6 months of assuming role)
  • Advanced credentials: CFA, CIMA, CFP (not required)