JPMorganChase · 6 hours ago
Wealth Management Solutions, Trust & Estates, Trust Officer VP
Newark, DE
Full-time
Onsite
Mid, Senior Level
7+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a range of clients. As a Trust Officer VP in Wealth Management Solutions, you will oversee the administration of trusts, analyze trust documents, and develop relationships with beneficiaries and advisors, playing a crucial role in maintaining the firm's reputation in financial services.
Asset ManagementBankingFinancial Services
Responsibilities
Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
Work with Tax Officers and trust counsel to resolve tax issues
Address questions raised by beneficiaries, co-trustees and their advisors
Work in a team-based environment
Develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the grantor’s purposes and meet the needs of the beneficiaries. Trust Officers have responsibility to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm’s fiduciary duties and to provide superior client services
Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM’s role, the risks inherent in the structure and underlying assets, and the client’s expectations
Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation
Qualification
Required
Bachelor's Degree required
In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
Minimum of 7 years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm
Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration
Preferred
MBA or other advanced degree is a plus; J.D. preferred
Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2855)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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