J.P. Morgan Wealth Management - Vice President, Investment Solutions Specialist
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 a Vice President, Product Manager Investments & Advice within J.P. Morgan Wealth Management, you will be instrumental in aiding advisors to position solutions through a goals-based perspective. You will possess a deep understanding of the advisors` business strategy, enabling you to provide tailored intellect across firm research, investment ideas, and vehicles. Your collaboration with other field support members and field leadership will be a critical factor in our success. We seek an team member with a passion for capital markets and the wealth management industry, who can exhibit independent initiative and respond effectively 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.
- Traveling to specific offices on an as needed basis
Required qualifications, capabilities, and skills
- Minimum of 5 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)
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