GWM Regional Practice Lead - Fiduciary
JPMorgan Chase & Co.
Use the Job links above to navigate from one job description to the next.
Use the 'Back to prior page' link to return to your search result page. Do not use the back button in your browser.
J.P. Morgan Global Wealth Management
Regional Practice Lead – Fiduciary
JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.
The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recognized in February 2010 by Euromoney as the #1 Private Bank for High Net Worth and Ultra High Net Worth individuals in the United States. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.
Fiduciary services and capabilities are an integral part of the services we offer to clients. With over 160 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 Practice 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 responsibilities of this role are as follows:
New Business Review and Approval
Oversee business acceptance and administration of all regional fiduciary business.
The Practice Lead is responsible for the development and management of the Trust Officers. This includes monitoring and assessing performance on a regular basis, coaching and mentoring, and continually looking for and recruiting new talent to keep the trust staff at the highest caliber possible.
Client Relationship Management
The most successful organizations provide unparalleled service and capabilities to their existing clients. The Practice Lead works with the Trust Officers and Market Managers to ensure that Trust Officers are deepening existing client relationships as much as possible, and providing the best client experience possible. Also, the person filling this role needs to be a subject matter expert to guide Trust Officers on questions concerning client relationships and fiduciary matters as they arise.
Growing the fiduciary business is a primary emphasis within the firm, and the Practice Lead works closely with Trust Officers and others in the markets to make this happen. This includes working on regular and ongoing sales management initiatives, and making sure Trust Officers are pursuing all sales and growth opportunities.
- Bachelors 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, 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
J.P. Morgan Chase offers an exceptional benefits program and a highly competitive compensation package. JP Morgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
See full job details and apply at employer site