Regional Director, Closely Held Asset Management

JPMorgan Chase & Co.; Kentucky; On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Regional Director for Closely Held Asset Management (CHAM) within Wealth Management Solutions, Trust & Estates.

You will lead a team that manages closely held assets held in trusts and estate accounts for Private Banking clients, guiding strategy, due diligence, and compliance. The role requires strategic leadership, strong governance, and collaboration with senior management to drive initiatives to completion, while ensuring high-quality service and risk

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 10+ years in trusts & estates, business valuation, investment management, or related fields.
• Proven ability to lead and manage a team of professionals.
• Detail-oriented with strong organizational and communication skills.
• Willingness to travel less than 15%.

Responsibilities

• Drive business development initiatives with Trust Officers, Bankers, Wealth Advisors, and external advisors.
• Oversee fiduciary management of closely held assets in trusts and estate accounts.
• Manage asset reviews, due diligence, and governance, including meetings and transactions.
• Provide strategic leadership and training to CHAM Asset Managers and partners.
• Lead a team of Asset Managers to ensure successful execution of responsibilities.
• Engage with Compliance, Legal, and Risk to address complex client issues and regulatory requirements.
• Continuously evaluate processes to identify efficiencies.
• Prepare and present analyses and recommendations to stakeholders.

Skills

Leadership

Team management

Business development

Strategic thinking

Financial analysis

Regulatory compliance

Communication

Travel willingness

Education

Bachelor's in Business/Finance

MBA

Job description

JPMorgan Chase & Co. is hiring a Regional Director for Closely Held Asset Management (CHAM) within Wealth Management Solutions, Trust & Estates.

You will lead a team that manages closely held assets held in trusts and estate accounts for Private Banking clients, guiding strategy, due diligence, and compliance. The role requires strategic leadership, strong governance, and collaboration with senior management to drive initiatives to completion, while ensuring high-quality service and risk