Risk Management - Wealth Management Trust and Estates Vice President

Job Title

Trusts and Estates Vice President in Wealth Management Investment Risk and Analytics team

Job Description

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, Legal, Audit, or consulting
• Familiarity with Trusts and Estates law, fiduciary investments, fiduciary products, and relevant governance and control practices
• Understanding of regulations and best practices applicable to fiduciary activities and investment oversight
• Experience providing independent oversight and credible challenge in committee and stakeholder settings
• Strong analytical skills, including ability to perform thematic reviews and interpret risk metrics to identify outliers and trends
• Strong written and verbal communication skills, including ability to present clear updates and recommendations to senior stakeholders
• Strong collaboration skills across Risk, the Business, Legal, Compliance, Audit, and Control Management
• Sound judgment and attention to detail in evaluating fiduciary risks and control effectiveness
• Willingness to learn and apply machine learning and artificial intelligence techniques in business-as-usual risk activities

Preferred qualifications, capabilities, and skills:

• Experience supporting board, audit committee, or risk committee governance for trust company entities
• Experience building and maintaining interactive dashboards or automated risk reporting for senior stakeholders
• Experience applying machine learning or data science methods in risk oversight, surveillance, or account review use cases
• Familiarity with donor-advised fund platforms and related fiduciary and operational risks
• Experience partnering with technology and data teams to improve data quality, governance, and reporting infrastructure

About Us

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

About the Team

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.? Risk Management helps the firm understand, manage and anticipate risks in a constantly changing environment. The work covers areas such as evaluating country-specific risk, understanding regulatory changes and determining credit worthiness. Risk Management provides independent oversight and maintains an effective control environment.