Wealth Management, Regional Trust Team Lead, Executive Director

Talent Management

The Regional Trust Team Leader oversees a team of Trust Officers, Trust Administrators, and Trust Professionals who manage client relationships where we serve as a trustee or agent for trustee. The role requires technical expertise in the trusts and estates space, management expertise, and a track record of success in growing and managing an ultra-high net worth (UHNW) client-focused business.

Client Relationship Management

• Work with Trust Officers and market partners to deepen existing client relationships and provide the best client experience.
• Partner with Private Bank advisors to coordinate client strategy and participate in key client engagements.

Risk Management

• Guide Trust Officers on fiduciary matters and ensure the trust teams meet regular metrics around account reviews and maintenance.
• Approve discretionary actions taken by the firm as a fiduciary.

Sales Management

• Articulate J.P. Morgan's value proposition as a leader in the fiduciary space.
• Drive a consistent opportunity pipeline and expand the footprint of fiduciary solutions across the region.

About Us

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. We offer a competitive total rewards package including 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.