Wealth Management Solutions, Trust & Estates, Trust Officer - VP

Location: Newark, DE, United States

Job Family: Trusts & Estates

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-focused solutions. As a Vice President Trust Officer in Wealth Management Solutions, Trust & Estates, you will play a pivotal role in supporting high-net-worth clients in Newark, DE. This position involves developing and nurturing relationships with beneficiaries and advisors, ensuring seamless administration of trust and estate portfolios. You will leverage JP Morgan Chase's extensive resources to deliver tailored fiduciary services, helping clients preserve and grow their legacies while navigating complex regulatory landscapes. Our Trust & Estates team is committed to excellence, combining deep industry expertise with cutting-edge technology to provide unparalleled value in wealth management. In this role, you will administer a diverse portfolio of trusts, including irrevocable trusts, charitable trusts, and special needs trusts, while ensuring full compliance with federal and state regulations, particularly those pertinent to Delaware's favorable trust environment. Responsibilities extend to collaborating with internal teams at JP Morgan Chase, such as investment advisors and tax specialists, to integrate trust services into holistic wealth strategies. You will conduct thorough reviews of trust documents, monitor asset performance, and facilitate distributions, all while identifying opportunities to enhance client outcomes through JP Morgan's proprietary tools and global network. This position demands a proactive approach to client engagement, including regular consultations to address evolving needs in estate planning and wealth transfer. Joining JP Morgan Chase means becoming part of a dynamic culture that values integrity, innovation, and professional growth. As a Trust Officer, you will contribute to our mission of empowering clients to achieve their financial aspirations, while benefiting from robust support systems and career advancement opportunities within one of the world's most admired financial institutions. If you are passionate about trusts and estates and thrive in a client-centric environment, this role offers the chance to make a meaningful impact on affluent families' financial futures.

Key Responsibilities

• Develop and maintain strong relationships with trust beneficiaries, financial advisors, and external professionals such as attorneys and accountants
• Administer and oversee complex trust accounts, ensuring compliance with all legal and regulatory requirements
• Provide expert guidance on estate planning strategies, trust structures, and wealth transfer solutions to clients
• Collaborate with JP Morgan Chase's Wealth Management team to integrate trust services with broader financial planning
• Monitor trust investments and performance, coordinating with portfolio managers to align with client objectives
• Prepare and review trust documents, amendments, and distributions while mitigating fiduciary risks
• Conduct client meetings and presentations to educate on trust and estate matters
• Ensure accurate record-keeping and reporting for trust activities in accordance with JP Morgan Chase standards
• Identify opportunities to expand trust and estate services within existing client portfolios
• Stay abreast of changes in tax laws, estate regulations, and industry best practices to advise clients proactively

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Law, or a related field
• Minimum of 7-10 years of experience in trust administration, estate planning, or wealth management within the financial services industry
• Active certification as a Certified Trust and Fiduciary Advisor (CTFA) or equivalent
• In-depth knowledge of trust laws, estate planning regulations, and fiduciary responsibilities in the United States
• Proven track record of managing high-net-worth client relationships and complex trust portfolios
• Strong understanding of JP Morgan Chase's wealth management products and services
• Ability to work in a fast-paced environment with a focus on compliance and risk management

Preferred Qualifications

• Advanced degree such as JD or MBA with a focus on estate planning
• Experience working with ultra-high-net-worth individuals and family offices
• Familiarity with Delaware trust laws and regulations given the location
• Prior experience at a major financial institution like JP Morgan Chase
• Bilingual skills, particularly in Spanish or another language common among high-net-worth clients

Required Skills

• Expertise in trust administration and fiduciary law
• Strong client relationship management and communication skills
• Analytical abilities for reviewing complex financial documents
• Proficiency in estate planning software and financial modeling tools
• Knowledge of investment principles and portfolio management
• Excellent organizational and time management skills
• High ethical standards and attention to detail in compliance matters
• Interpersonal skills for collaborating with cross-functional teams
• Problem-solving abilities for resolving trust disputes
• Adaptability to evolving regulatory environments
• Presentation skills for client education sessions
• Technical proficiency in Microsoft Office Suite and CRM systems
• Risk assessment and mitigation expertise
• Negotiation skills for working with external advisors
• Cultural sensitivity for diverse high-net-worth client base

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and access to JP Morgan Chase financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.