Wealth Management - Grants Manager - Vice President

Next Frontier Capital; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Grants Manager for the Private Foundations Services Team to oversee grants administration across multiple client foundations. You will coordinate with internal partners to optimize strategy, ensure data integrity, and prepare grant letters and reports.

The role requires an undergraduate degree and related fiduciary or nonprofit experience, with opportunities to engage across U.S. markets and contribute to philanthropic strategies and risk management.

Qualifications

• Undergraduate degree required.
• Related business experience in fiduciary and investment operations, accounting, paralegal, grant administration, or nonprofit work preferred.

Responsibilities

• Oversee grants administration across multiple philanthropic portfolios.
• Develop strategies to optimize grant-making performance.
• Maintain integrity of the grants database.
• Generate grant-related correspondence.
• Coordinate with internal partners in U.S. markets around grant making.
• Present grant recommendations for approval.
• Support Program Officers and other Grants Managers on special projects.

Skills

Communication

Prioritization

Analytical

Attention to detail

High-volume environment

Risk management

Client servicing

Project leadership

Education

Undergraduate degree

Job description

Department Description

The Private Foundations Services Team (PFS) of the J.P. Morgan Private Bank serves as a clearinghouse for the philanthropic interest of clients, offering guidance and execution support for Private Foundations. PFS facilitates over $500 million in annual giving on behalf of client foundations, collaborating with diverse grantee partners across various program areas. The PFS Team, comprised of Program Officers and Grants Managers provides guidance and support to clients and internal partners around grant making and family philanthropy. The group provides grant making services, assists in the development of funding strategies, and helps define and carry out philanthropic legacies.

Role Overview

The Grants Manager will oversee the grants administration process for multiple philanthropic portfolios, ensuring alignment with established goals and objectives. This role involves developing innovative strategies to enhance performance, maintaining the integrity of the grants database, and generating related correspondence. The Grants Manager will coordinate with internal partners to optimize grant-making strategies, manage risks, and present grant recommendations for approval.

Responsibilities

• Manage the grants administration process for multiple philanthropic portfolios for client foundations in a manner consistent with established goals and objectives
• Develop, create and seek out new and better ways to meet and exceed high performance of grants administration functions
• Ensure the accuracy and integrity of the grants database
• Generate grants related correspondence (award, installment, grant agreement and declination letters)
• Process grants payments and provide an efficient process for tracking payments
• Answer general program questions received by phone/email
• Coordinate with multiple internal partners in local U.S. markets around grant making for foundations:
  • Develop efficiencies around grant making strategy;
  • Exercise various risk management procedures;
  • Prepare and present (in various formats) grant recommendations for approval.
• Provide support for PFS Program Officers and other PFS Grants Managers, and on occasion, other members of the Bank on client-related special projects and philanthropic advisory services
• Perform other tasks, as assigned.

Skills

• Excellent oral and written communication skills
• Ability to prioritize, multi-task, and meet competing deadlines
• Strong analytical skills and attention to detail
• Ability to work within the constraints of a high-volume, corporate environment
• Problem Solving/Risk Management – takes initiative, decisive, accountable, exhibits critical analysis and judgment
• Client Servicing – client knowledge, client relationships, proactive communication
• Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability to delegate, coaching and training
• Ability to drive projects independently, as well as to be a team player

Experience

• Undergraduate degree required
• Related business experience in fiduciary and investment operations, accounting, paralegal, grant administration, or employment with a nonprofit organization is preferred.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Join The Private Foundations Services Team (PFS) of the J.P. Morgan Private Bank which serves as a clearinghouse for the philanthropic interest of clients