Job Description

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Description

The Product Management team within Trusts & Estates is responsible for driving product development, improving processes and controls, and ensuring quality investing and administration of trust and estate accounts. As an Executive Director, you will partner with business leads in the Trust & Estate and Investment Management to lead investing related initiatives and provide education to all key stakeholders. In addition to business leaders, you will be actively engaging with technology, operations and controls partners.

Job Responsibilities

• Knowledge center for appropriate investing in trust & estate accounts
• Lead representative for Trusts & Estates business on regulatory initiatives (e.g., Suitability)
• Lead representative for Trusts & Estates business on Asset & Wealth Management investing related initiatives (e.g., Managed Account Transformation)
• Provide training of appropriate investing in trusts & estates to Trust Officers and Investors
• Manage and develop talent

Attributes

• Strong business acumen
• Strong investing acumen
• Senior leadership
• Excellent organizational skills, diligent, follows initiatives through to completion
• Comfortable multi-tasking
• Decisive, tenacious, and detail oriented
• Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across businesses lines and key support functions
• Excellent communication and presentation skills
• Strong people manager

Required Qualifications, Skills and Capabilities

• Experience in wealth management, private banking, investments, and/or trusts and estates preferred
• Relevant experience in leadership position
• Experience in leading or supporting large scale change management initiatives
• Bachelor\'s Degree required

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 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. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm\'s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm\'s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

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, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York,NY $166,300.00 - $235,000.00 / year

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