VP, Trust Settlement & Estates Strategy

JPMorgan Chase & Co.; New York (NY); On-site; USD 150,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, to oversee trust administration and settlement activities.

You will interact with clients, internal partners, and external intermediaries to ensure accurate distributions and compliance with governing documents. The role emphasizes risk management, fiduciary tax considerations, and cross-team coordination with investments, tax, counsel, and advisers.

Qualifications

• 7+ years of trust administration or settlement experience with direct client interactions.
• Bachelor's degree required; JD preferred.
• Strong fiduciary, legal, accounting, tax and investments knowledge.
• Problem solving and risk management with decisive, accountable judgment.
• Strong client servicing skills and ability to build trust.
• Clear communication, time management, adaptability, and ability to delegate.
• Cross selling experience.

Responsibilities

• Oversee the settlement of the trust, including distributions and coordination with investments, tax and operations.
• Interpret and apply the terms of the governing trust instrument to identify the individuals entitled to the funds.
• Determine the appropriate form of settlement to adequately protect the Bank, including the review of legal documents and accountings. Work with internal and/or trust counsel to resolve any legal issues that may arise.
• Communicate with interested parties. Address questions raised by remaindermen, co-trustees, trust counsel, counsel for remaindermen, and financial advisors for remaindermen.
• Work with remaindermen on any planning issues that may arise.
• Identify and avoid or minimize any unusual risk that might be incurred in connection with the terminating event consistent with applicable policies and procedures.
• Oversee investment decisions, including working with Investors.
• Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax.
• Identify and pursue potential cross-selling opportunities working with Trust Officers, Bankers and Investors.
• Participate on projects relating to Trust & Estates internal practices and procedures.
• Participate in other projects and assignments as needed.

Skills

Trust administration

Client servicing

Problem solving

Risk management

Teamwork

Cross selling

Communication

Education

Bachelor's degree

J.D.

Job description

JPMorgan Chase & Co. is seeking a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, to oversee trust administration and settlement activities.

You will interact with clients, internal partners, and external intermediaries to ensure accurate distributions and compliance with governing documents. The role emphasizes risk management, fiduciary tax considerations, and cross-team coordination with investments, tax, counsel, and advisers.