Global Head, Trusts & Estates - Wealth Management

JPMorgan Chase & Co.; New York (NY); On-site; USD 1,500,000 - 3,000,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks the Global Head of Trusts & Estates to lead client delivery, fiduciary governance, talent, sales and growth for the Private Bank, JPMA, and CWM.

This role requires deep technical expertise in trust and tax across jurisdictions, executive leadership, and the ability to drive a global operating model while partnering with Legal, Compliance, Risk, and senior Private Bank leadership.

Qualifications

• 10–15+ years of relevant fiduciary experience in trusts & estates.
• Proven track record running a complex global business and managing large teams.
• Demonstrated success leading complex, high-judgment businesses serving UHNW clients and families across multiple regions.
• Strong written and verbal communication skills, executive presence, and ability to influence in a matrixed organization.
• Proven control orientation and governance leadership (acceptance, oversight, documentation rigor, effective escalation).

Responsibilities

• Set the global vision, strategy, and multi-year roadmap for Trusts & Estates, balancing client needs, fiduciary obligations, regulatory requirements, and platform capacity.
• Own the governance framework across the Trust and Estates business, including account acceptance standards, periodic account reviews, discretionary decision governance, documentation discipline, and ongoing oversight.
• Partner with Private Bankers, Advisors, and Wealth Planners to integrate trust and estate solutions into holistic wealth strategies, including tax-aware planning considerations.
• Lead, develop, and retain a global team of fiduciary professionals and regional leaders; build succession depth and a strong performance culture.

Skills

Fiduciary experience

Global leadership

Executive communication

Governance leadership

Education

J.D. preferred or equivalent

Job description

JPMorgan Chase & Co. in New York seeks the Global Head of Trusts & Estates to lead client delivery, fiduciary governance, talent, sales and growth for the Private Bank, JPMA, and CWM.

This role requires deep technical expertise in trust and tax across jurisdictions, executive leadership, and the ability to drive a global operating model while partnering with Legal, Compliance, Risk, and senior Private Bank leadership.