Wealth Management, Regional Trust Team Lead, Executive Director

Regional Trust Team Leader

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, we have been voted number 1 in the United States for overall private banking services by Euromoney, and we have been specifically recognized for our succession planning, advice and trust services. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.

The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With nearly 200 years of experience in serving as a corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. The Regional Team Lead is responsible for managing the Trust platform for clients within their region of the Private Bank at J.P. Morgan. The successful candidate will build and sustain partnerships across the Private Bank to deliver a differentiated client experience, deepen existing relationships and partner on new fiduciary opportunities.

The Regional Trust Team Leader for the NYC markets will be responsible for overseeing a senior team of trust professionals managing approximately $19B in assets. The responsibilities of this role are as follows:

• Talent Management
• Client Relationship Management
• Risk Management
• Sales Management
• New Business Review and Approval

Required Qualifications, Capabilities and Skills:

• Bachelors Degree required, J.D. preferred
• 10 - 15 years of relevant experience focused on the Trust business
• Demonstrated track record of developing talent and running and effective, responsive team
• Ability to guide, direct and monitor employees in client specific matters
• Have a vast knowledge of fiduciary products and services including Wills, Estate Planning, GRATS, etc.
• Strong ability to communicate with Senior Management, including C level executives (CEO, CFO, CTO, etc.)
• 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

JPMorgan Chase, 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 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.

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.