Wealth Management, Regional Trust Team Lead, Executive Director
Job Description
The J.P. Morgan Private Bank offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates, and banking capabilities. For over 7 consecutive years, we have been voted number 1 in the United States for overall private banking services by Euromoney, and we have been specifically recognized for our succession planning, advice and trust services. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.
The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With nearly 200 years of experience in serving as a corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. The Regional Team Lead is responsible for managing the Trust platform for clients within their region of the Private Bank at J.P. Morgan. The successful candidate will build and sustain partnerships across the Private Bank to deliver a differentiated client experience, deepen existing relationships and partner on new fiduciary opportunities.
Responsibilities
The Regional Trust Team Leader for the NYC markets will be responsible for overseeing a senior team of trust professionals managing approximately $19B in assets. The responsibilities of this role are as follows:
_Talent Management
_Trust Regional Team Leaders are responsible for overseeing 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 UHNW client-focused business.
_Client Relationship Management
_The most successful organizations provide unparalleled service and capabilitie...
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