New Business Review Officer VP/ ED

About the role

The New Business Review Officer (NBRO) is responsible for partnering with the Trust Practice to review, perform due diligence, evaluate, and onboard new trust and estate business, balancing commercial opportunity with prudent risk management.

Responsibilities

• Partner with the Trust Practice to review, perform due diligence, evaluate, and onboard new trust and estate business, balancing commercial opportunity with prudent risk management.
• Bring a holistic view of each new business opportunity and support new business efforts by enabling timely, well-structured onboarding, identifying document and administrative issues early, and helping internal partners advance opportunities to acceptance with clear, practical guidance consistent with the firm's risk standards.
• Work closely with senior leadership, Trust Officers, Wealth Advisors, Bankers, Specialty Asset groups, and other integrated team members.
• Evaluate and accept new business opportunities by interacting with outside attorneys and recommending and/or negotiating the terms of trusts and related documents to align intent, fiduciary duty, operational feasibility, and the firm's risk standards.
• Review and coordinate proposed trust decantings, trust modifications, and non-judicial settlement agreements as needed.
• Adapt to the rapidly evolving landscape of AI usage in this role, learning and appropriately leveraging new tools and workflows to improve quality, consistency, and timeliness while adhering to applicable policies, risk standards, and confidentiality requirements.
• Ensure responsiveness to work efficiently and effectively with all internal partners and outside counsel, ensuring timely coordination, clear communication, and smooth onboarding of new business opportunities.

Requirements

• Demonstrated willingness to adapt to the rapidly evolving landscape of AI usage in this role, including learning and appropriately leveraging new tools and workflows to improve quality, consistency, and timeliness—while adhering to applicable policies, risk standards, and confidentiality requirements.
• Successful candidates demonstrate a combination of trust and estate expertise, document review capabilities, strong judgment, and a commercial orientation to support internal partners as they progress opportunities through acceptance and onboarding.
• Core Capabilities And Preferred Qualifications Include:
• Background and experience in trust administration.
• Directed trust expertise, including strong knowledge of Delaware and Wyoming trust law, is preferred.
• Experience with trust administration, account closing, settlement, and litigation is preferred.
• JD from an ABA Accredited Law School is preferred.
• Commercial/New Business Mindset, including demonstrated ability to support growth-oriented teams by delivering clear, timely guidance; navigating competing stakeholder priorities; and advancing high-quality opportunities through a disciplined, solutions-oriented review and acceptance process.
• Strong Review Skills. Ability to review wills, trusts, asset documentation, legal documents, business formation/operating instruments, and relevant facts, and present an organized summary for next-level review.
• Strong communication skills and ability to partner effectively with internal partners (including Bankers, Wealth Advisors, Investors, Specialty Assets, Legal, Risk, and Compliance) as well as outside counsel.
• Flexibility/Adaptiveness: To meet the diversity and dynamics of new business opportunities, the individual in this role is expected to be competent (or gain competence) in the laws of an assigned market, familiar with the laws of all states, current on legislative and tax updates, and up to date on internal as well as industry-wide practices and policies.

Qualifications

• JD from an ABA Accredited Law School is preferred.
• Experience with trust administration, account closing, settlement, and litigation is preferred.
• Directed trust expertise, including strong knowledge of Delaware and Wyoming trust law, is preferred.
• Commercial/New Business Mindset, including demonstrated ability to support growth-oriented teams by delivering clear, timely guidance; navigating competing stakeholder priorities; and advancing high-quality opportunities through a disciplined, solutions-oriented review and acceptance process.
• Strong Review Skills. Ability to review wills, trusts, asset documentation, legal documents, business formation/operating instruments, and relevant facts, and present an organized summary for next-level review.
• Strong communication skills and ability to partner effectively with internal partners (including Bankers, Wealth Advisors, Investors, Specialty Assets, Legal, Risk, and Compliance) as well as outside counsel.
• Flexibility/Adaptiveness: To meet the diversity and dynamics of new business opportunities, the individual in this role is expected to be competent (or gain competence) in the laws of an assigned market, familiar with the laws of all states, current on legislative and tax updates, and up to date on internal as well as industry-wide practices and policies.

Skills

• Demonstrated willingness to adapt to the rapidly evolving landscape of AI usage in this role, including learning and appropriately leveraging new tools and workflows to improve quality, consistency, and timeliness—while adhering to applicable policies, risk standards, and confidentiality requirements.
• Successful candidates demonstrate a combination of trust and estate expertise, document review capabilities, strong judgment, and a commercial orientation to support internal partners as they progress opportunities through acceptance and onboarding.
• Core Capabilities And Preferred Qualifications Include:
• Background and experience in trust administration.
• Directed trust expertise, including strong knowledge of Delaware and Wyoming trust law, is preferred.
• Experience with trust administration, account closing, settlement, and litigation is preferred.
• JD from an ABA Accredited Law School is preferred.
• Commercial/New Business Mindset, including demonstrated ability to support growth-oriented teams by delivering clear, timely guidance; navigating competing stakeholder priorities; and advancing high-quality opportunities through a disciplined, solutions-oriented review and acceptance process.
• Strong Review Skills. Ability to review wills, trusts, asset documentation, legal documents, business formation/operating instruments, and relevant facts, and present an organized summary for next-level review.
• Strong communication skills and ability to partner effectively with internal partners (including Bankers, Wealth Advisors, Investors, Specialty Assets, Legal, Risk, and Compliance) as well as outside counsel.
• Flexibility/Adaptiveness: To meet the diversity and dynamics of new business opportunities, the individual in this role is expected to be competent (or gain competence) in the laws of an assigned market, familiar with the laws of all states, current on legislative and tax updates, and up to date on internal as well as industry-wide practices and policies.

Benefits

At JPMorgan Chase & Co., we believe a diverse, equitable and inclusive workforce is critical to our success. We are committed to equal employment opportunity regardless of race, color, sex/gender, including pregnancy, national origin, ethnicity, religion, sexual orientation, gender identity/expression, age, disability, veteran status, or other legally protected characteristics. We also provide equal employment opportunities to protected veterans and National Guard members. Please click here to learn more about your rights as an applicant under the law.

Pay

Base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions.

Schedule

Full-time position.