Wealth Management Solutions, Trust & Estates, Closely Held Asset Management Executive Director

lementation, and management of business strategies, as well as the ongoing execution of CHAM and RPAM operations. The role demands collaboration with executive-level management at JPMorgan and requires exceptional communication skills, both verbal and written, to effectively engage with clients and professional advisors. The successful candidate will possess the ability to analyze complex scenarios and propose appropriate solutions, leveraging both internal and external resources under stringent time constraints. Additionally, the Practice Lead will oversee internal compliance, risk management reporting, completion of Regulation 9 asset reviews, and the administration of both internal and regulatory audits.

Job Responsibilities

• Oversee the fiduciary management of closely held and real property assets within fiduciary accounts.

• Provide strategic leadership and guidance to team members and colleagues.

• Drive business development initiatives for the CHAM and RPAM teams, in collaboration with Trust Officers, Bankers, and Wealth Advisors.

• Serve as a liaison with internal Compliance, Legal, and Risk partners to address complex client issues.

• Lead and/or participate in fiduciary committees responsible for asset acceptance, resolution of complex fiduciary issues, review of high risk relationships and portfolio concentrations, transaction approval and asset related risk mitigation

• Ensure adherence to banking regulations, policies, procedures, and JPMorgan standards.

• Continuously evaluate business processes to identify and implement efficiencies.

Qualifications, capabilities, and skills

• Bachelor's degree in Business, Finance, or a related field.

• Advanced degrees and professional credentials (e.g., MBA, CPA, ASA) are advantageous.

• A minimum of 15 years of experience in investment management, business lending, capital markets advisory, fiduciary services, business valuation, and/or legal practice is required.

• Detail-oriented with excellent organizational skills and strong oral and written communication abilities.

• Proficient in conducting in-depth analyses and utilizing problem-solving skills to achieve desired outcomes.

• Willingness to travel as necessary (less than 25%).

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.