[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All JPMorganChase jobs](https://jobs.opennash.com/companies/jpmorganchase/) · [Search jobs](/search/) JPMorganChase · New York, NY # J.P. Morgan Wealth Management - Vice President, Investment Product Specialist New York, NY, United States Executive Finance & Accounting Listed on JPMorganChase’s official careers site. Posted July 30, 2026. Check that it is still open and apply there. [Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210693294) [OpenNash Jobs](https://jobs.opennash.com/) / [JPMorganChase](https://jobs.opennash.com/companies/jpmorganchase/) / J.P. Morgan Wealth Management - Vice President, Investment Product Specialist ## Job description 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 Vice President, 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. You will strengthen our client satisfaction, build and deepen value-add relationships, while being transparent with our client base in their investment roadmap. ### Job Responsibilities Become a Subject Matter Expert to be able to present on the firms investment themes, various investment platforms, and products/investment strategies Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise manner Successfully cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors) in the Northeast Creating and coordinating workshops for advisor development - Act as a speaker for Group Meeting Presentations and Zoom office hours - Schedule and Execute approximately 10 to 15 one on one advisor meetings per week to support new business opportunities - Attend client meetings as the subject matter expert 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 Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge) required Series 7, Series 66, and Insurance Licensing required 7+ Years of Sales Experience Skilled at Presenting Wholesaling background and story telling ability to present solutions effectively - Strong ability to effectively communicate in group settings as well as partner on presentations Well versed in territory management, expense control, and meeting deadlines - Must be comfortable with overnight travel - Ability to collaborate with partners and provide cohesive messaging Preferred qualifications, capabilities, and skills Independent initiative, while being flexible and responsive to the field is preferred - Ability to understand complex portfolio data, and verbalize the message in a simple to understand format is a plus ## At a glance - Posted by the employer: Jul 30, 2026 - First seen by OpenNash: Aug 21, 2026 - Last checked: Oct 13, 2026 - Listed for: 75 days - Location: New York, NY, United States[Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210693294) ## More jobs at JPMorganChase ### [2027 - Commercial & Investment Bank - Global Investment Banking Summer Associate Program](https://jobs.opennash.com/companies/jpmorganchase/jobs/748ebd92d14940d0d1d5/) New York, NY, United States ### [2027 Asset Management Investments Full Time Analyst Program](https://jobs.opennash.com/companies/jpmorganchase/jobs/c9f068568f3983b10984/) New York, NY, United States ### [2027 Global Finance & Business Management - Summer Analyst (New York Metro)](https://jobs.opennash.com/companies/jpmorganchase/jobs/e978b58ff01d739b384d/) New York, NY, United States ### [2027 Global Private Bank Investment Solutions Program (Full-Time Analyst)](https://jobs.opennash.com/companies/jpmorganchase/jobs/a31cb198ec690e8c1fb9/) New York, NY, United States ### [AWM- Investment Principal, Vice President](https://jobs.opennash.com/companies/jpmorganchase/jobs/390dc08fb5be22d8881b/) New York, NY, United States ## Similar jobs at other companies ### [Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Baltimore](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/e5b4b923e2e15a0f4eed/) Goldman Sachs Group · Baltimore, United States ### [Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Minneapolis](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/b8c0469a3a4749e9fafb/) Goldman Sachs Group · Minneapolis, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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