VP, Trust Settlement – Wealth Management Leader

Socket.dev; New York (NY); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health coverage

Retirement plan

On-site wellness centers

Backup childcare

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Asset & Wealth Management is seeking a Settlement Officer VP in Wealth Management Solutions, Trust & Estates. You will oversee trust settlements, interact with clients and internal teams, and manage risk and settlements in complex fiduciary matters.

The role requires deep trust administration knowledge, strong communication skills, and collaboration with legal, tax and investment partners. A JD is preferred, and the position emphasizes client service and cross-functional teamwork.

Qualifications

• 7+ years of trust administration or settlement experience with direct client interactions.
• Bachelor's degree required; JD preferred.
• Technical knowledge of fiduciary, legal, accounting, tax and investments concepts.
• Problem solving and risk management with decisive judgment.
• Strong client servicing and relationship-building skills.
• Clear communication, teamwork and adaptability; ability to delegate and train.

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 individuals entitled to funds.
• Review legal documents and accountings; work with counsel to resolve issues.
• Communicate with interested parties, including remaindermen, co-trustees and advisors.
• Collaborate with trust officers, bankers and investors for cross-sell opportunities.
• Identify and mitigate risks in terminating events following policy guidance.
• Oversee investment decisions in coordination with investments team.
• Resolve tax issues with tax department and trust counsel.

Skills

Fiduciary concepts

Risk management

Client servicing

Communication

Teamwork

Problem solving

Cross selling

Education

Bachelor's degree

J.D. preferred

Job description

J.P. Morgan Asset & Wealth Management is seeking a Settlement Officer VP in Wealth Management Solutions, Trust & Estates. You will oversee trust settlements, interact with clients and internal teams, and manage risk and settlements in complex fiduciary matters.

The role requires deep trust administration knowledge, strong communication skills, and collaboration with legal, tax and investment partners. A JD is preferred, and the position emphasizes client service and cross-functional teamwork.