Wealth Management - Grants Manager - Vice President

JPMorganChase; Dallas (TX); On-site; USD 90,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. in Dallas, TX is seeking a Grants Manager for the Private Foundations Services Team.

You will oversee grants administration for multiple philanthropic portfolios, ensuring alignment with goals and maintaining data integrity. The role involves developing innovative strategies, coordinating with internal partners, and presenting grant recommendations for approval, while handling payments and correspondence.

Qualifications

• Undergraduate degree required.
• Related fiduciary or nonprofit grant experience preferred.
• Experience in investment operations or accounting is a plus.

Responsibilities

• Oversee grants administration for multiple philanthropic portfolios.
• Develop strategies to enhance grant performance and manage risks.
• Maintain accuracy and integrity of the grants database.
• Generate grant-related letters and documentation.
• Process grant payments and track disbursements.
• Respond to program questions via phone or email.
• Coordinate with internal partners across U.S. markets on grant making.
• Support program officers and other grants managers on special projects.
• Perform other duties as assigned.

Skills

Excellent written and oral comms

Prioritization & multi-tasking

Analytical skills

Attention to detail

Risk management

Client servicing

Teamwork & collaboration

Project management

Education

Undergraduate degree

Job description

Job 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.

Benefits

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. Additional 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. Details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. We are an equal opportunity employer and place a high value on diversity and inclusion. 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.