דרושים ב-Jpmorgan ב-United States, Austin

Role Description

Trust Officer is responsible for administering trusts within the JP Morgan Chase Workplace Solutions trust companies – Global Shares Trustee Ireland Limited (GSTIL) and GS Trustee (UK) Limited (GSTUKL). They will work closely with Sales, Customer Relationship Management, Implementations, AML/KYC, Equity Plan Management, Tax Operations, and Reconciliations to manage the creation and operation of the individual trusts under these two entities.

Trust Officers are responsible for ensuring that GSTIL and GSTUKL fulfil their duties as trustee of individual trusts, and that these two entities meet fiduciary and regulatory requirements. The ideal candidate will possess strong leadership skills, excellent communication, understanding of corporate structures and fiduciary responsibility, regulatory compliance expertise, ability to identify conflicts of interest, possess a detailed mindset thorough understanding of trust and equity plan management.

Key Responsibilities

• Administration
  • Open and manage bank, custodian and brokerage accounts, including decisions and authorized signatories and acceptance of terms and conditions
  • Manage movement of assets within the trust, including transfers, sales, dividends ensuring all movement is compliant with legal and regulatory requirements
  • Ensure all asset movements are conducted in compliance with trust agreements and regulatory requirements
  • Monitor and manage trust assets including documentation of all decisions related to asset management and distribution in accordance with the trust deed and share plan rules
  • Oversight of all activities required when a trust client terminates Share Plan Services with Workplace Solutions
  • Maintain fiduciary responsibility and ensure the trust operates in the best interest of beneficiaries
  • Adhere to trust policies and procedures to safeguard the interests of the beneficiaries
  • Ensure meticulous record-keeping and accounting for all trust assets, maintaining separate accounts and receiving regular statements to fulfil fiduciary duties to beneficiaries
  • Ensure all trust activities comply with relevant laws, regulations, and company policies
  • Engage with external auditors and regulatory bodies, as required
  • Collaborate with legal, compliance and client service teams to ensure all documentation and agreements are in place (incl. responsibility for Trust Deed, Tax Certification)

• Board Administration
  • Ensure adherence to governance structure for each trust, maintaining a specific minute book, setting agenda, documenting and evidence all Trustee decisions, actions and resolutions including rationale for all actions
  • Minutes will serve as a central record of the trust's activities, providing a historical account of its operations and facilitating future decision-making.
  • Evidence that the trustees' actions and decisions are in accordance with the powers and duties outlined in the trust deed should be documented in the minutes.
  • If the trust deed grants discretionary powers to the trustees, the minutes should demonstrate how those powers are being exercised in the best interests of the beneficiaries.
  • Evidence that the trustees' decisions are being made solely in the best interests of the beneficiaries, rather than for the benefit of the company or other parties, should be clearly recorded.
  • The minutes should document any potential conflicts of interest and how they were addressed or mitigated.
  • The minutes should include a review of the fees associated with the trust's administration
  • Documentation of any audits or reviews of the trust's financial statements and operations should be recorded.
  • The minutes should include a summary of how participants are being informed about key aspects of the plan and their rights.
  • Any other key reports or updates provided to the plan sponsor or other stakeholders should be mentioned in the minutes.

• Tax Operations Oversight
  • Review Trusts to determine if CRBOT registration is required and implement where necessary
  • Conduct tax due diligence and risk assessments for new trust arrangements ensuring all teams are aware of any specific obligations
  • Trustees must ensure the trusts maintain compliance with the requirements necessary for tax relief, as this is a key benefit of the structures

• Plan Management
  • Co-ordinate with the EPM team to ensure accurate data updates, record keeping and reporting of share plan activities that relate to the trustee
  • Ensure accurate accounting and reporting of trust assets, including the ability to generate comprehensive asset reports
  • Oversee transaction reporting for trust accounts, ensuring regular receipt of regular statements and confirmations from broker dealers
  • Accurately report transfers of shares to beneficiaries and any trust transfers when corporate clients leave
  • Monitor and report all share trading activities conducted by the trustee, ensuring compliance with the Trust Deed, and verify that all transactions are accurately documented and monitored

Educational

• The specialized and ever changing nature of the Employee Benefit Trust practice requires Trust Officers devote a significant amount of time to personal development and training
• Training at JPMorgan consists of reading the fiduciary materials which are circulated to each Trust Officer, attending in-house and external seminars and taking required Proficiency Training courses offered internally on a quarterly basis

Required Qualifications, Skills and Capabilities

• Bachelor’s Degree required; MBA or other advanced degree is a plus; J.D. preferred
• In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
• Relevant experience focused in the Employee Benefit Trust business; either at a corporate fiduciary or a law firm
• Solid Client Relationship Management experience

at, you provide
ServiceNow solution architecture

You are a thought leader who will establish and lead ServiceNow solution architecture, strategy and outcomes for Digital Workflows Client Solution’s strategic roadmap. You will help lead and educate internal business and technical teams on the power and capabilities of ServiceNow to solve business problems. In addition, you will manage and ensure adherence to the firm’s security controls, policies, and procedures.

Job responsibilities

• Advises cross-functional teams on ServiceNow capabilities to achieve target state architecture and decisions on improvements to current technologies
• Develops multi-year roadmaps aligned with business and architecture strategy and priorities; actively engages with teams and customers through discussion and visuals to convey ServiceNow fit-for-purpose solutions
• Develops secure and high-quality production code, and reviews and debugs code written by others
• Serves as a ServiceNow go-to subject matter expert; can communicate key points to tech and non-tech of different levels
• Contributes to the development of technical methods and designs for ServiceNow and integrations in line with the latest product development methodologies, including NOW Assist
• Creates durable, reusable technical designs that improve velocity and quality of output across teams and functions
• Partners closely with leadership, clients, platform architecture and Architecture Review Board, Architecture Center of Excellence, and development teams to deliver scalable solutions
• Understand the business problems and opportunities that our product line and the ServiceNow platform can resolve; provide solutions that favor out-of-box functionality vs. customization
• Works collaboratively with Product and Platform Leads to ensure roadmaps strike the right balance between business delivery, technology enablement and operations work
• Champions the firm’s culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 10+ years applied experienceof expert-level ServiceNow architecture experience or completion of architecture coursework
• Certification across multiple modules of ServiceNow including IRM, ITSM, and CSM
• Expertise in one or more programming language(s)
• Advanced knowledge of software architecture, application development, and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
• Experience applying expertise and new methods to determine solutions for complex architecture problems in one or more technical disciplines
• Experience leading a product as a Product Owner or Product Manager
• Ability to present and effectively communicate to Senior Leaders and Executives

• Understanding of the business problems and needs
• Practical cloud native experience
• Exposure to artificial intelligence, machine learning, and mobile technologies

As a Dealer Relationship Manager (DRM) in Auto Finance, you will motivate new and existing auto dealers to use Chase Auto Finance in the

Job responsibilities

• Sign up dealers to programs in the local market and interface directly with all dealership personnel including training dealers on contracts, worksheets, and leasing.
• Inform dealers of policy, procedures and price changes.
• Develop pricing/program recommendations for territory.
• Act as liaison between dealers and Dealer Service Center where credit decisions are made.
• Liaise between the manufacture’s regional office and Chase Auto Finance programs and initiatives.
• Monitor ongoing dealer performance such as efficiency ratios, delinquency, losses, profitability, etc.
• Increase and maintain required market share levels and attain volume plan at acceptable business levels.
• Train dealers on all consumer and commercial products.
• Achieve sales targets and build long-term client relationships.
• Work with dealers to identify treasury management opportunities.
• Identify opportunities to offer commercial financing solutions, including floor plan financing, real estate loans, and working capital lines of credit.

Required qualifications, capabilities, and skills

• Underwriting experience within the auto finance industry
• Demonstrated people management skill an ability to influence
• Excellent verbal and written communication skills
• Experience managing a sales territory
• Knowledge of indirect auto finance industry
• Excellent sales presentation skills to motivate new clients to use services and product
• Thorough knowledge of indirect finance products (retail/lease)
• Excellent verbal and written communication skills
• Demonstrated ability to establish and maintain client relationships
• Willing to travel up to 50% locally
• Strong understanding of dealer commercial financing and treasury management products.

Preferred qualifications, capabilities, and skills

• Consumer leading and commercial product knowledge.