Senior Trust Officer & Estate Strategy VP

JPMorgan Chase & Co.; Newark (DE); On-site; USD 120,000 - 200,000; Full time

Job summary

JPMorgan Chase & Co. in Newark, DE seeks a Trust Officer VP in Wealth Management Solutions, Trust & Estates, to oversee trust administration, analyze documents for legal, tax, and investment issues, and build relationships with beneficiaries and advisors.

You will partner with Wealth Advisors for new trust business and cross-sell JPM products/services. The role emphasizes fiduciary duties, client service excellence, and collaboration with legal and tax professionals to support the grantor’s

Qualifications

• Bachelor’s Degree required.
• Minimum of 7 years of 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.

Responsibilities

• Oversee the administration of trusts and coordinate delivery of services.
• Analyze trust documents for legal, tax, administrative and investment issues.
• Develop relationships with beneficiaries and advisors.
• Partner with Wealth Advisors for vetting and pricing of new trust business.
• Cross-sell JPM products/services and maintain strategies to increase business.

Skills

Fiduciary products knowledge

Trust law knowledge

Client relationship development

Team-based collaboration

Education

Bachelor’s Degree

MBA or JD preferred

Job description

JPMorgan Chase & Co. in Newark, DE seeks a Trust Officer VP in Wealth Management Solutions, Trust & Estates, to oversee trust administration, analyze documents for legal, tax, and investment issues, and build relationships with beneficiaries and advisors.

You will partner with Wealth Advisors for new trust business and cross-sell JPM products/services. The role emphasizes fiduciary duties, client service excellence, and collaboration with legal and tax professionals to support the grantor’s