JP Morgan Chase & Co.

Risk Management - Wealth Management Trust and Estates Vice President

JP Morgan Chase & Co. • $150K — $200K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance or a related field
  • 7 years of Trusts and Estates experience within Risk Management, Compliance, Legal, Audit, or consulting
  • Familiarity with Trusts and Estates law, fiduciary investments, and governance practices
  • Understanding of regulatory frameworks for fiduciary activities
  • Experience with independent oversight and credible challenge in committee settings
  • Strong analytical skills for thematic reviews and risk metric interpretation
  • Excellent written and verbal communication skills.

Responsibilities

  • Lead legal entity risk coverage for designated trust companies
  • Provide independent review and issue 'no objection' outcomes in business committees
  • Identify fiduciary and investment risk themes and recommend risk reduction actions
  • Conduct secondary reviews of discretionary trust accounts focusing on thematic analyses
  • Design analytics that integrate risk, investment, and regulatory perspectives into insights
  • Use quantitative and qualitative methods to assess exposures and support decisions
  • Build risk reporting and visualizations to communicate insights effectively.

Benefits

  • Engaging in innovative analytics approaches
  • Opportunity to work with senior stakeholders
  • Access to advanced machine learning and data science techniques
  • Collaboration across multiple areas including Risk, Legal, and Compliance
  • Contributing to the governance of prominent trust company entities
Full Job Description
Job Description

As a Trusts and Estates Vice President in Wealth Management Investment Risk and Analytics team, you will provide independent oversight and credible challenge of fiduciary risk across the Trusts and Estates business within the Global Private Bank. You partner with the Business and key control functions to evaluate investment and fiduciary activities, surface emerging risks, and strengthen governance and decision-making. You use data-driven insights to help us identify themes, prioritize action, and maintain a transparent, well-controlled risk environment.

Job responsibilities:
  • Serve as the legal entity risk coverage lead for designated trust company entities, supporting board and committee engagement and providing updates on key issues and risk challenges
  • Provide independent review and credible challenge in Trusts and Estates business committees, issuing "no objection" outcomes when appropriate and escalating significant matters
  • Identify fiduciary and investment risk themes across United States and international activity and recommend actions that reduce exposure
  • Conduct secondary reviews of discretionary trust accounts, focusing on thematic analyses and outliers identified through risk metrics
  • Design analytics approaches that integrate investment, product, regulatory, and best-practice perspectives into actionable insights for senior leaders
  • Apply quantitative and qualitative techniques (including machine learning and statistical methods) to assess exposures, detect patterns, and support evidence-based decisions
  • Build clear risk reporting and visualizations (for example, dashboards, heat maps, and trend views) to communicate insights to stakeholders at multiple levels
  • Enhance risk management processes and controls by reviewing current methodologies and recommending improvements
  • Participate in ad-hoc reviews responding to events and emerging risks impacting the Trusts and Estates business
  • Partner with the Business to support the risk assessment of new initiatives and products
  • Ensure the accuracy and integrity of risk data used in reporting and analysis by partnering with technology and data teams on data standards and governance


Required qualifications, capabilities, and skills:
  • Bachelor's degree in Finance or a related field
  • 7 years of Trusts and Estates experience within Risk Management, Compliance, Legal, Audit, or consulting
  • Familiarity with Trusts and Estates law, fiduciary investments, fiduciary products, and relevant governance and control practices
  • Understanding of regulations and best practices applicable to fiduciary activities and investment oversight
  • Experience providing independent oversight and credible challenge in committee and stakeholder settings
  • Strong analytical skills, including ability to perform thematic reviews and interpret risk metrics to identify outliers and trends
  • Strong written and verbal communication skills, including ability to present clear updates and recommendations to senior stakeholders
  • Strong collaboration skills across Risk, the Business, Legal, Compliance, Audit, and Control Management
  • Sound judgment and attention to detail in evaluating fiduciary risks and control effectiveness
  • Willingness to learn and apply machine learning and artificial intelligence techniques in business-as-usual risk activities


Preferred qualifications, capabilities, and skills:
  • Experience supporting board, audit committee, or risk committee governance for trust company entities
  • Experience building and maintaining interactive dashboards or automated risk reporting for senior stakeholders
  • Experience applying machine learning or data science methods in risk oversight, surveillance, or account review use cases
  • Familiarity with donor-advised fund platforms and related fiduciary and operational risks
  • Experience partnering with technology and data teams to improve data quality, governance, and reporting infrastructure


About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Risk Management helps the firm understand, manage and anticipate risks in a constantly changing environment. The work covers areas such as evaluating country-specific risk, understanding regulatory changes and determining credit worthiness. Risk Management provides independent oversight and maintains an effective control environment.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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