Risk Management - Wealth Management Trust and Estates Vice President
JPMorgan Chase & Co.
Bring your Expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Trusts and Estates Vice President in Wealth Management Investment Risk and Analytics team, you will provide independent oversight and credible challenge of fiduciary risk across the Trusts and Estates business within the Global Private Bank. You partner with the Business and key control functions to evaluate investment and fiduciary activities, surface emerging risks, and strengthen governance and decision-making. You use data-driven insights to help us identify themes, prioritize action, and maintain a transparent, well-controlled risk environment. Job responsibilities: * Serve as the legal entity risk coverage lead for designated trust company entities, supporting board and committee engagement and providing updates on key issues and risk challenges * Provide independent review and credible challenge in Trusts and Estates business committees, issuing “no objection” outcomes when appropriate and escalating significant matters * Identify fiduciary and investment risk themes across United States and international activity and recommend actions that reduce exposure * Conduct secondary reviews of discretionary trust accounts, focusing on thematic analyses and outliers identified through risk metrics * Design analytics approaches that integrate investment, product, regulatory, and best-practice perspectives into actionable insights for senior leaders * Apply quantitative and qualitative techniques (including machine learning and statistical methods) to assess exposures, detect patterns, and support evidence-based decisions * Build clear risk reporting and visualizations (for example, dashboards, heat maps, and trend views) to communicate insights to stakeholders at multiple levels * Enhance risk management processes and controls by reviewing current methodologies and recommending improvements * Participate in ad-hoc reviews responding to events and emerging risks impacting the Trusts and Estates business * Partner with the Business to support the risk assessment of new initiatives and products * Ensure the accuracy and integrity of risk data used in reporting and analysis by partnering with technology and data teams on data standards and governance Required qualifications, capabilities, and skills:
- Bachelor’s degree in Finance or a related field
- 7 years of Trusts and Estates experience within Risk Management, Compliance,
- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader... ...brokerage and banking services including trusts and estates, loans, mortgages and deposits. Job... ...and engage in problem‑solving and risk management activities. Job Responsibilities...Suggested
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients.... ...Job Responsibilities: Technical and Risk Management Analyze trust documents for legal, tax... ...relationships. New Business Partnering with Wealth Advisors with respect to the vetting...Suggested
- ...Job Title Global Trusts & Estates Practice Job Description The Global Trusts & Estates... ...Job Responsibilities Technical and Risk Management Analyze trust documents for legal,... .... New Business Partnering with Wealth Advisors with respect to the vetting and...Suggested
$115k - $270k
...Trust Officer Are you a quick-thinking self-starter with... ...with top fiduciary, tax and wealth management professionals, and the ability... ...(TO) administer trusts, estates and other fiduciary accounts... ...171727 Job Category Vice President Posting Date 05/05/2026,...SuggestedFull timeTemporary workPart timeWork at office$125k - $180k
Job Summary As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for overseeing the administration of estates or terminating includable trusts. You will analyze Wills and trust documents...Suggested- ...global financial institution is looking for an Estate Officer (VP) in New York City to oversee estate administration and manage trust documentation. This role requires deep... ...work closely with beneficiaries, advisors, and Wealth Advisors to ensure estate services meet clients...
- ...fund operations for the Six Circles Trust, which comprises 10 funds managed within the J.P. Morgan Private Bank.... ...valuation, liquidity and derivatives risk management, regulatory reporting and... ...administration, and/or asset or wealth management platforms. ~ Strong knowledge...Work experience placement
- ...Private Wealth Planner The Private Client experience... ...a pathway to Wealth Management through comprehensive... ...Management. As a Vice President, Private Wealth... ...allocation, diversification, trusts & estates, individual tax rules... ...planning, risk management, and asset...Work at office
$142.5k - $210k
...Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services... ...investment management, capital markets, trust and banking capabilities. JPMorgan... ...construction, performance attribution and risk management. In this role, you will be responsible...Bank staff- A leading financial services firm in New York is seeking a VP Estate Officer to oversee trust and estate administration, analyze legal documents, and manage client relationships. The ideal candidate will have at least 7 years of experience in Trust and Estates, strong...
- Team / Role Overview NAM Wealth Deposit Product Management team focuses on product governance... ...Deposit Product Manager (Vice President) to support the management... ...technology, operations, risk, compliance, legal, and... ...-driven, able to build trust across diverse teams. Ability...
- ...Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services... ...investment management, capital markets, trust and banking capabilities. JPMorgan... ...across global markets. Responsibilities Risk Modeling:Apply risk models (Axioma other...Bank staff
$115k - $270k
...with our clients' overall wealth management and estate planning objectives. We are... ...updates Compliance & Risk Management: Ensure all insurance... ...to influence and build trusted relationships at the... ...Identification 168038 Job Category Vice President Locations New York, NY,...Full timeTemporary workPart timeWork at office- ...Vice President, Family Engagement & Governance At JPMorgan Wealth Management, we have been helping Ultra-High Net Worth (UHNW) team members and families build and manage... ..., transactional activity, wealth advice and estate planning, and lending and liquidity...Work at office
- ...Asset & Wealth Management, Fixed Income - Client Portfolio Management, Vice President Fixed Income and Liquidity Solutions, within Public Investing, manages more than... ...particularly regarding portfolio construction and risk management. ~ Willingness to travel for...Shift work
$100k - $153k
...Description: Job Title Credit Risk Officer - Wealth Management Corporate Title Assistant Vice President Location New York, NY... ...Wealth Management. As a trusted partner of wealthy... ...valuation), commercial real estate, hedge fund units, limited partnership...Work at officeLocal areaWork from homeWorldwide$125k - $290k
...Client Relationship Manager We are seeking a highly... ...will serve as a trusted partner to a broad range... ...pension plans, sovereign wealth funds, central banks,... ...operational support, and risk management, while also... ...166741 Job Category Vice President Posting Date 04/02/...Full timeTemporary workPart time- ...Client Relationship Manager Are you a dynamic, quick-thinking self... ...pension plans, sovereign wealth funds, central banks, insurance... ...service, operational support, and risk management, while also looking... ...including an ability to build trust and confidence of colleagues...Work experience placement
- Join the Risk Management and Compliance team at JPMorgan Chase and play a crucial role in maintaining... ...evolving financial landscape. As a Vice President in risk management, you are... ...various distribution channels within the Wealth Management organization to support the...
$70k - $133k
...Vice President, Corporate Trust Transaction Manager At BNY, our culture allows us to run our company better and enables employees' growth and success. As... ..., focusing on identifying, assessing, and mitigating risks associated with contract negotiations related to bond...Contract workTemporary workWorldwideFlexible hours$124k - $210k
...Lending Specialist within JPMorganChase Wealth Management, you will serve as a solutions-oriented... ...lending solutions across commercial real estate, unsecured lending, restricted stock and... ...complex assets while maintaining disciplined risk management, strong execution, and a...- As a Wealth Management Credit Forecasting Vice President, within Consumer & Community Banking (CCB) Risk, you will be responsible for managing a team of two Associates, reviewing the production of credit costs forecasts, leading analyses to assess the performance of our...Immediate start
- ...Solutions, within Public Investing, manages more than $2 trillion in... ...clients, including private wealth mandates and institutional clients... ...under management. As a Vice President on the Client Portfolio Management... ...portfolio construction and risk management. Willingness to...Shift work
$125k - $250k
Asset & Wealth Management, Counterparty Risk, Vice President - New York New York, NY, United States Job Description YOUR IMPACT As a Vice President leading Counterparty Risk within Global Risk Management at Goldman Sachs Asset Management, you will lead a critical risk...Full timeTemporary workPart time$125k - $290k
...Specialist Goldman Sachs Asset Management is one of the world's leading... ...for pension plans, sovereign wealth funds, insurance companies,... ...managers, private equity funds, real estate managers, public equity... ...diligence, portfolio construction, risk management, and liquidity...Full timeTemporary workPart time$125k - $290k
...Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management is an... ...credit funds, private equity funds, real estate managers, public equity strategies, fixed... ...diligence, portfolio construction, risk management and liquidity solutions to investors...Full timeContract workTemporary workPart time- ..., you will join a growing and innovative Equity Portfolio Management team within Wealth Management’s Chief Investment Officer Team (Private Bank CIO... ...portfolios across global markets. Responsibilities Risk Modeling: Apply risk models (Axioma other risk models) to...Bank staff
$130k - $250k
...Asset Management A career with Goldman Sachs Asset Management is... ...equity, private credit, real estate, infrastructure, hedge funds,... ...diligence, portfolio construction, risk management, and liquidity... ...the world's leading sovereign wealth funds, pension plans, governments...Full timeTemporary workPart time$115k - $270k
Goldman Sachs Group, Inc. is seeking a Vice President for their Private Wealth Management team in New York. The ideal candidate will administer fiduciary... ...skills, and 3-5 years of relevant experience in trusts or estates. The role offers a competitive salary range of $11...- A leading financial institution in New York is seeking a Wealth Management Solutions, Trust & Estates Estate Officer - VP. Responsible for overseeing estates administration and investment decisions while collaborating with various stakeholders to ensure fiduciary duties...
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