JPMorgan Wealth Management Solutions Trust & Estates 

United States, Ohio, Columbus 

876642113

Job Responsibilities

• Oversee the fiduciary management of closely held and real property assets within fiduciary accounts.
• Provide strategic leadership and guidance to team members and colleagues.
• Drive business development initiatives for the CHAM and RPAM teams, in collaboration with Trust Officers, Bankers, and Wealth Advisors.
• Serve as a liaison with internal Compliance, Legal, and Risk partners to address complex client issues.
• Lead and/or participate in fiduciary committees responsible for asset acceptance, resolution of complex fiduciary issues, review of high risk relationships and portfolio concentrations, transaction approval and asset related risk mitigation
• Ensure adherence to banking regulations, policies, procedures, and JPMorgan standards.
• Continuously evaluate business processes to identify and implement efficiencies.

Qualifications, capabilities, and skills

• Bachelor’s degree in Business, Finance, or a related field.
• Advanced degrees and professional credentials (e.g., MBA, CPA, ASA) are advantageous.
• A minimum of 15 years of experience in investment management, business lending, capital markets advisory, fiduciary services, business valuation, and/or legal practice is required.
• Detail-oriented with excellent organizational skills and strong oral and written communication abilities.
• Proficient in conducting in-depth analyses and utilizing problem-solving skills to achieve desired outcomes.
• Willingness to travel as necessary (less than 25%).