Vice President, Business Specialist Greater New York City, NY Area

The Company is seeking a Vice President, Business Specialist to oversee the day-to-day operations and workflow of an Advisor’s business. Responsibilities include coordinating client service projects, resolving operational issues, supervising and developing junior sales support staff, and improving processes and communication across internal teams and clients. The role serves as a key contact for client relationships and helps ensure compliance, risk, regulatory, and due diligence requirements are met. The specialist also supports client onboarding, attends meetings, conducts portfolio analysis, and partners with the Financial Advisor to identify business opportunities and implement investment solutions aligned with client objectives. Candidates should have at least seven years of financial services experience, strong client awareness, and the ability to collaborate effectively while managing multiple assignments accurately under pressure. Experience working on a team with at least two other sales associates is required. A bachelor’s degree is required, and relevant professional licenses are strongly preferred; obtaining necessary licenses within 180 days of starting is required.

Hiring Company

JPMorgan Chase & Co.