Wealth Management Solutions, Trust & Estates - Trust Officer, Vice President

Come join a great team at a leading financial firm.

As a Trust Officer VP in Wealth Management Solutions, you will be responsible for overseeing the administration of trusts, developing relationships with beneficiaries and advisors, and ensuring the trust's investment objectives align with the needs of the trust and applicable fiduciary law.

You will also work closely with Tax Officers and trust counsel to resolve tax issues and partner with Wealth Advisors for new trust business.

This role provides an opportunity to apply your comprehensive knowledge of trust law, gifting techniques, and taxation in a team-based environment.

Job Responsibilities:


* Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services


* Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee


* Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)


* Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration


* Work with Tax Officers and trust counsel to resolve tax issues


* Address questions raised by beneficiaries, co-trustees and their advisors


* Ability to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community


* Develop, retain and deepen trust account relationships


* Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM's role, the risks inherent in the structure and underlying assets, and the client's expectations


* Cross-sell JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation


* 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


* Assist in training and developing their Trust Administrative Officers and Professionals, including performance management and feedback

Required qualifications, skills and capabilities


* Bachelor's Degree required; MBA or other advanced degree is a plus


* 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 Trust business; either at a corporate fiduciary or a law firm


* Solid Client Relationship Management experience

Preferred qualifications, skills a...