Wealth Management, Regional Trust Team Lead, Executive Director

JPMorganChase; New York (NY); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

Mental health support

Job summary

The J.P. Morgan Private Bank seeks a Regional Trust Team Leader for NYC to oversee a senior Trust team managing roughly $19B in assets. Lead talent, deepen UHNW client relationships, guide fiduciary matters, and drive growth with market partners to build a strong opportunity pipeline.

Expect extensive experience in trusts and estates, strong communication with senior management, and a proven ability to collaborate across stakeholders to deliver exceptional fiduciary service.

Qualifications

• Bachelor’s degree required, JD preferred.
• 10-15 years of relevant experience focused on the Trust business.
• Demonstrated track record of developing talent and leading an effective, responsive team.
• Ability to guide, direct and monitor employees on client-specific matters.
• Extensive knowledge of fiduciary products and services, including wills, estate planning, GRATS, etc.
• Strong communication skills with senior management, including C-level executives.
• Risk Management experience.
• Solid Client Relationship Management experience within the Ultra High Net Worth space.
• Proven track record of collaborating across stakeholders and lines of business.

Responsibilities

• Talent management – oversee a team of Trust Officers, Trust Administrators and Trust Professionals, ensuring technical expertise in trusts and estates.
• Client relationship management – deepen existing client relationships, collaborate with Private Bank advisors, coordinate client strategy and engagements.
• Risk management – guide Trust Officers on fiduciary matters, ensure trust teams meet metrics around account reviews and maintenance, approve discretionary actions.
• Sales management – collaborate with Trust Officers and market partners to articulate the bank’s value proposition, pursue growth opportunities, and drive a consistent opportunity pipeline.
• New business review and approval – oversee business acceptance and administration of all regional fiduciary business.

Skills

Talent management

Client relationship management

Risk management

Leadership

Executive communication

Education

Bachelor’s Degree

JD

Tools

Fiduciary products knowledge

Estate planning

Job description

Overview

The J.P. Morgan Private Bank offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates, and banking capabilities. For over 7 consecutive years, it has been voted number one in the United States for overall private banking services by Euromoney.

Responsibilities

The Regional Trust Team Leader for the NYC markets will oversee a senior team of trust professionals managing approximately $19B in assets. Responsibilities include:

• Talent Management – oversee a team of Trust Officers, Trust Administrators and Trust Professionals, ensuring technical expertise in trusts and estates, managing an UHNW client-focused business.
• Client Relationship Management – deepen existing client relationships, collaborate with Private Bank advisors, coordinate client strategy and engagements.
• Risk Management – guide Trust Officers on fiduciary matters, ensure trust teams meet metrics around account reviews and maintenance, approve discretionary actions.
• Sales Management – collaborate with Trust Officers and market partners to articulate the bank’s value proposition, pursue growth opportunities, and drive a consistent opportunity pipeline.
• New Business Review and Approval – oversee business acceptance and administration of all regional fiduciary business.

Required Qualifications, Capabilities And Skills

• Bachelor’s Degree required, JD preferred.
• 10-15 years of relevant experience focused on the Trust business.
• Demonstrated track record of developing talent and leading an effective, responsive team.
• Ability to guide, direct and monitor employees on client-specific matters.
• Extensive knowledge of fiduciary products and services, including wills, estate planning, GRATS, etc.
• Strong communication skills with senior management, including C-level executives.
• Risk Management experience.
• Solid Client Relationship Management experience within the Ultra High Net Worth space.
• Proven track record of collaborating across stakeholders and lines of business.

Benefits and Compensation

We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash or equity. 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.

Equal Opportunity Employment

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 and make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.