Wealth Management, Regional Trust Team Lead, Executive Director

JPMorgan Chase & Co.•New York, NY

38d

About The Position

The J.P. Morgan Private Bank offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates, and banking capabilities. The Global Trusts & Estates Practice is an integral part of the services we offer to clients. The Regional Team Lead is responsible for managing the Trust platform for clients within their region of the Private Bank at J.P. Morgan. The successful candidate will build and sustain partnerships across the Private Bank to deliver a differentiated client experience, deepen existing relationships and partner on new fiduciary opportunities. The Regional Trust Team Leader for the NYC markets will be responsible for overseeing a senior team of trust professionals managing approximately $19B in assets.

Requirements

Bachelors Degree required, J.D. preferred
10 - 15 years of relevant experience focused on the Trust business
Demonstrated track record of developing talent and running and effective, responsive team
Ability to guide, direct and monitor employees in client specific matters
Vast knowledge of fiduciary products and services including Wills, Estate Planning, GRATS, etc.
Strong ability to communicate with Senior Management, including C level executives (CEO, CFO, CTO, etc.)
Risk Management experience
Solid Client Relationship Management experience within the Ultra High Net Worth space
Proven track record of collaborating across stakeholders and lines of business

Nice To Haves

J.D. preferred

Responsibilities

Overseeing a team of Trust Officers, Trust Administrators and Trust Professionals who manage client relationships where we serve as a trustee or agent for trustee.
Building and sustaining partnerships across the Private Bank to deliver a differentiated client experience, deepen existing relationships and partner on new fiduciary opportunities.
Working with the Trust Officers and market partners to ensure that Trust Officers are deepening existing client relationships and providing the best client experience possible.
Actively partnering with Private Bank advisors to coordinate client strategy and participate in key client engagements.
Guiding Trust Officers on questions concerning fiduciary matters as they arise and ensuring that the trust teams meet regular metrics around account reviews and maintenance.
Approving discretionary actions taken by the firm as a fiduciary.
Working closely with Trust Officers and partners in the markets to articulate J.P. Morgan’s value proposition as a leader in this space.
Working on regular and ongoing sales management initiatives, and making sure Trust Officers are pursuing all appropriate growth opportunities.
Partnering with Private Bank teams to drive a consistent opportunity pipeline and expand the footprint of fiduciary solutions across the region.
Overseeing business acceptance and administration of all regional fiduciary business.