Regional Director, Closely Held Asset Management

JPMorganChase; Chicago (IL); On-site; USD 150,000 - 215,000; Full time

Job summary

J.P. Morgan is seeking a Regional Director for its Closely Held Asset Management (CHAM) team in Chicago.

The role leads a team responsible for managing closely held assets held in trusts and estate accounts for Private Banking clients, with a focus on strategic growth and risk management. The position involves coordinating with Trust Officers, Bankers, Wealth Advisors, and external advisors, while ensuring fiduciary compliance and delivering exceptional client service.

Qualifications

• Bachelor’s degree in Business, Finance, or related field; advanced credentials are advantageous.
• 10+ years in trusts, estates, investment management, or related areas.
• Proven ability to lead teams of financial professionals and manage risk.

Responsibilities

• Drive business development and revenue growth for CHAM in collaboration with internal partners.
• Oversee fiduciary management of closely held assets and compliance with regulations.
• Coordinate asset reviews, due diligence, and reporting for risk management.
• Provide strategic leadership and mentorship to CHAM Asset Managers.
• Engage with Compliance, Legal, and Risk to address complex client issues.

Skills

Leadership

Strategic planning

Team management

Financial analysis

Communication

Education

Bachelor's degree in Business/Finance

Advanced degrees or credentials encouraged

Job description

J.P. Morgan is seeking a Regional Director for its Closely Held Asset Management (CHAM) team in Chicago.

The role leads a team responsible for managing closely held assets held in trusts and estate accounts for Private Banking clients, with a focus on strategic growth and risk management. The position involves coordinating with Trust Officers, Bankers, Wealth Advisors, and external advisors, while ensuring fiduciary compliance and delivering exceptional client service.