Wealth Management Solutions, Trust & Estates - Trust Officer, Vice President
Come join a great team at a leading financial firm.
As a Trust Officer VP in Wealth Management Solutions, you will be responsible for overseeing the administration of trusts, developing relationships with beneficiaries and advisors, and ensuring the trust`s investment objectives align with the needs of the trust and applicable fiduciary law. You will also work closely with Tax Officers and trust counsel to resolve tax issues and partner with Wealth Advisors for new trust business. This role provides an opportunity to apply your comprehensive knowledge of trust law, gifting techniques, and taxation in a team-based environment.
Job Responsibilities:
- Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
- Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
- Oversee investment decisions, including working with investors to ensure that the trust`s investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
- Work with Tax Officers and trust counsel to resolve tax issues
- Address questions raised by beneficiaries, co-trustees and their advisors
- Partner with client`s other advisors (attorney, accountant); highly respected by external professional advisor community
- Develop, retain and deepen trust account relationships
- Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM’s role, the risks inherent in the structure and underlying assets, and the client’s expectations
- Cross-sell JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation
- Assist in training and developing their Trust Administrative Officers and Professionals, including performance management and feedback
Required qualifications, skills and capabilities
- Bachelor’s Degree required; MBA or other advanced degree is a plus
- In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
- Relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm
- Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration
- Solid Client Relationship Management experience
Preferred qualifications, skills and capabilities
- Bachelor’s Degree required; MBA or other advanced degree is a plus
- JD preferred
- Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
Wealth Management Solutions, Trust & Estates - Trust Officer, Vice President job opportunities 2025, Wealth Management Solutions, Trust & Estates - Trust Officer, Vice President Jobs 2025, Wealth Management Solutions, Trust & Estates - Trust Officer, Vice President job opening 2025, Wealth Management Solutions, Trust & Estates - Trust Officer, Vice President job vacancies 2025, Wealth Management Solutions, Trust & Estates - Trust Officer, Vice President job descriptions 2025, Wealth Management Solutions, Trust & Estates - Trust Officer, Vice President job listing 2025 JPMorgan Chase & Co. job opportunities 2025, JPMorgan Chase & Co. Jobs 2025, JPMorgan Chase & Co. job opening 2025, JPMorgan Chase & Co. job vacancies 2025, JPMorgan Chase & Co. job descriptions 2025, JPMorgan Chase & Co. job listing 2025 Rochester, NY, United States job opportunities 2025, Rochester, NY, United States Jobs 2025, Rochester, NY, United States job opening 2025, Rochester, NY, United States job vacancies 2025, Rochester, NY, United States job descriptions 2025, Rochester, NY, United States job listing 2025, New Zealand Postal Service Jobs 2025, New Zealand Postal Service job opportunities 2025, New Zealand Postal Service job opening 2025, New Zealand Postal Service job vacancies 2025, New Zealand Postal Service job descriptions 2025, New Zealand Postal Service job listing 2025
For more information please click the link below