JPMorgan Wealth Management Solutions Trust & Estates 

United States, Ohio, Columbus 

457769371

Theis 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.

Job Responsibilities

• Ability to lead a projects to conclusion, by identifying key stakeholders, problem solving, understanding legal/regulatory framework, and motivating participants to complete deliverables
• Frequently be relied on as a SME to lead meetings, train, and answer questions as they arise.
• Utilize understanding of business lines and risk framework to review and provide updates on policies and procedures
• Communicate directly with auditors (both internal and external regulators) on any questions they may have, in addition to gathering, reviewing, and coordinating testing samples
• Work with the CHAM Team to identify and communicate to technology any bugs/defects/enhancements to the proprietary asset management platform
• Participate and provide decisions in technology budgeting and prioritization meetings
• Respond to ad-hoc requests that may arise from business partners
• Ability to prepare, interpret and communicate complex analysis of various data
• Understand all reporting completed for both CHAM and RPAM, and in some instances be able to prepare the reporting directly
• Provide detailed updates on projects/initiatives to CHAM, RPAM, various Committees, and senior management
• Provide support to the Practice Lead in developing and communicating effective strategies for the practice
• Consistently analyze business processes to identify and implement efficiencies

Qualifications, capabilities, and skills

• Bachelor degree in Project Management, Business, Finance, or other related field
• Advanced degrees and credentials are a plus (MBA, CPA, PMP, etc)
• Five to eight years of business or project management experience preferred or equivalent experience obtained through related project management, audit, closely held, real property or trusts & estates experience
• Knowledge and understanding of closely held, real property, and/or trusts & estates
• Detail oriented, with excellent organizational skills and strong oral and written communication skills
• Ability to work in a dynamic, team environment
• Ability to provide in depth analysis of situations and utilize problem solving skills to find a desired solution
• Willingness to research and understand unfamiliar topics and concepts by leveraging internal partners and lines of business
• Ability to confidently prepare and present to internal and external stakeholders
• Advanced knowledge of Microsoft Office (MS Word, Excel, and PowerPoint)
• Some travel may be required