JP Morgan Wealth Management Solutions Vice President- Bellevue, WA

Vice President, Family Engagement & Governance - JPMorgan Wealth Management (JPMWM)
Location: Preferred locations include New York, San Francisco and Seattle (Bellevue).

At JPMWM, we have been helping Ultra-High Net Worth (UHNW) team members and families build and manage their wealth for more than 50 years.

Led by an exclusive group of Financial Advisors throughout the United States, JPMWM offers clients a broad suite of solutions - including investment advisory services, transactional activity, wealth advice and estate planning, and lending and liquidity management - with the goal of providing comprehensive advice across their entire balance sheet.

Role Overview

As a Vice President, Family Engagement & Governance within JPMorgan Wealth Management, you will collaborate with Financial Advisors and client families on the qualitative opportunities, challenges, and issues at the intersection of family and wealth.

Those domains are: Family Dynamics, Family Governance and Decision-making, Philanthropy, Family Learning and Development, and Transition Planning.

This role requires expertise in family governance, decision-making frameworks, and crafting multigenerational education, along with strong facilitation, communication, and collaborative skills.

Reporting to the Managing Director of Family Engagement & Governance, the VP is intentionally structured as a developmental pathway toward the Executive Director level.

This is a newly created individual contributor role with no direct reports.

Job Responsibilities


* Participate in client meetings and events as a subject matter expert alongside Financial Advisors and senior team members.


* Guide the development of frameworks for family communication, alignment, and decision-making that reflect each family's values and goals.


* Engage and educate younger generations in wealth stewardship and financial readiness topics.


* Identify opportunities to involve multiple generations in navigating family wealth effectively, partnering with team directors as necessary.


* Support content development and contribute to the internal skill building webcast, offered eight times per year.


* Contribute to the creation of educational family wealth marketing materials, tools, and resources that engage clients across complex topics.


* Support the design of educational experiences and curriculum with a focus on instructional quality, accessibility, and practical application.


* Partner with Financial Advisors, practice management, and cross-functional colleagues to drive client impact and support department goals.


* Manage competing priorities while delivering a high-touch client service experience.


* Track and share business, industry and market developments to help identify opportunities and inform proactive engagement.

Required Qualifications, Capabilities and Skills


* 5 plus years of experience in family governance with exposure to UHNW families; background may in...