Wealth Management Solutions, Trust & Estates Regional Team Lead - Executive Director

Job Description

The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience 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 work closely with the Fiduciary Management team on a National basis.

The Regional Trust Team Lead for the South markets will be responsible for overseeing a senior team of trust professionals managing approximately $14 billion in assets.

The responsibilities of this role are as follows :

Talent Management

Trust Regional Team Leads are responsible for overseeing a team of Trust Officers, Trust Administrators and Trust Professionals who manage client relationships where we serve as a trustee or agent for trustee.

The role requires technical expertise in the trusts and estates space, management expertise and a track record of success in growing and managing an UHNW client focused business.

Client Relationship Management

The most successful organizations provide unparalleled service and capabilities to their existing clients. The Regional Team Lead works with the Trust Officers and market partners to ensure that Trust Officers are deepening existing client relationships and providing the best client experience possible.

Risk Management

Critical to this role is that the individual be able to guide Trust Officers on questions concerning fiduciary matters as they arise and ensuring that the trust teams meet regular metrics around account reviews and maintenance.

The Regional Team Lead will also be responsible for approving discretionary actions taken by the firm as a fiduciary.

Sales Management

Growing the fiduciary business is a primary emphasis within the firm, and the Reginal Trust Team Lead works closely with Trust Officers and partners in the markets to articulate J.

P. Morgan's value proposition as a leader in this space. This includes working on regular and ongoing sales management initiatives, and making sure Trust Officers are pursuing all appropriate growth opportunities.

New Business Review and Approval

Oversee business acceptance and administration of all regional fiduciary business.

Qualifications :

• Bachelor's Degree required, J.D. preferred
• 10 - 15 years of relevant experience focused in the Trust business
• Experience creating development plans for low, mid and high performing employees
• Ability to guide, direct and monitor employees in client specific matters
• Have a vast knowledge of fiduciary products and services including Wills, Estate Planning, directed trusts, 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

About Us

JPMorgan Chase & Co., 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.

For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 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.