JPMorganChase
Wealth Management Solutions, Trust & Estates, Closely Held Asset Management Regi
JPMorganChase, Columbus, Ohio, United States, 43224
Overview
Regional Director, Closely Held Asset Management (CHAM) in Wealth Management Solutions, Trust & Estates. This role involves growing and managing closely held business assets held in trusts and estate accounts for Private Banking clients. The Regional Director leads a team, ensures delivery of exceptional service, and collaborates with senior management to drive initiatives to completion. Responsibilities include asset due diligence, risk management, and compliance with banking regulations and fiduciary standards. Job Responsibilities
Business Development: Drive revenue growth and assets under management for the Trusts & Estates practice in collaboration with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors. Conduct due diligence on closely held business interests to support the new business acceptance process. Fiduciary Management: Oversee management of closely held assets where JPMorgan Chase acts as corporate fiduciary, ensuring compliance with banking regulations, policies, and firm standards. Implement effective risk management and mitigation for assigned assets and accounts. Asset Management: Complete regulatory and due diligence reviews of closely held assets, including business reviews, management interviews, financial and operating performance analysis, and determining marketability and account holding recommendations. Review corporate governance and financial reporting; evaluate actions such as attending shareholder meetings and changes in governing documents; evaluate purchase and sale transactions. Strategic Leadership: Provide leadership to CHAM Asset Managers and internal partners; align with Global Trusts & Estates Practice goals. Provide training and help develop marketing materials to support business priorities. Team Management: Lead and mentor a team of Asset Managers to ensure successful execution of responsibilities. Stakeholder Engagement: Serve as liaison with Compliance, Legal, and Risk to address complex client issues and ensure regulatory adherence. Process Improvement: Continuously evaluate and improve business processes for efficiencies. Communication: Prepare and present analyses and recommendations to clients, trust beneficiaries, professional advisors, executive management, and internal committees. Qualifications, Capabilities, And Skills
Bachelor’s degree in Business, Finance, or related field. Advanced degrees and professional credentials (e.g., CTFA, JD, CFA, MBA, CPA, ASA, AM) are advantageous. Minimum of 10 years of experience in trusts & estates, business valuation, investment management, private business advisory, legal, or accounting. Proven ability to lead and manage a team of financial and asset management professionals. Detail-oriented with strong organizational skills and excellent oral and written communication abilities. Proficient in in-depth analyses and problem-solving to achieve outcomes. Willingness to travel as necessary (less than 15%). About Us
JPMorgan Chase, a long-standing financial institution, offers innovative solutions to consumers, small businesses, and institutions under the J.P. Morgan and Chase brands. Our history spans over 200 years, and 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, potential commission-based pay or discretionary incentive compensation, and a range of benefits. Details about compensation and benefits are provided during the hiring process. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations for applicants and employees as needed. About The Team
J.P. Morgan Asset & Wealth Management delivers investment management and private banking solutions. Wealth Management helps individuals, families, and foundations manage wealth and achieve their financial goals.
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Regional Director, Closely Held Asset Management (CHAM) in Wealth Management Solutions, Trust & Estates. This role involves growing and managing closely held business assets held in trusts and estate accounts for Private Banking clients. The Regional Director leads a team, ensures delivery of exceptional service, and collaborates with senior management to drive initiatives to completion. Responsibilities include asset due diligence, risk management, and compliance with banking regulations and fiduciary standards. Job Responsibilities
Business Development: Drive revenue growth and assets under management for the Trusts & Estates practice in collaboration with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors. Conduct due diligence on closely held business interests to support the new business acceptance process. Fiduciary Management: Oversee management of closely held assets where JPMorgan Chase acts as corporate fiduciary, ensuring compliance with banking regulations, policies, and firm standards. Implement effective risk management and mitigation for assigned assets and accounts. Asset Management: Complete regulatory and due diligence reviews of closely held assets, including business reviews, management interviews, financial and operating performance analysis, and determining marketability and account holding recommendations. Review corporate governance and financial reporting; evaluate actions such as attending shareholder meetings and changes in governing documents; evaluate purchase and sale transactions. Strategic Leadership: Provide leadership to CHAM Asset Managers and internal partners; align with Global Trusts & Estates Practice goals. Provide training and help develop marketing materials to support business priorities. Team Management: Lead and mentor a team of Asset Managers to ensure successful execution of responsibilities. Stakeholder Engagement: Serve as liaison with Compliance, Legal, and Risk to address complex client issues and ensure regulatory adherence. Process Improvement: Continuously evaluate and improve business processes for efficiencies. Communication: Prepare and present analyses and recommendations to clients, trust beneficiaries, professional advisors, executive management, and internal committees. Qualifications, Capabilities, And Skills
Bachelor’s degree in Business, Finance, or related field. Advanced degrees and professional credentials (e.g., CTFA, JD, CFA, MBA, CPA, ASA, AM) are advantageous. Minimum of 10 years of experience in trusts & estates, business valuation, investment management, private business advisory, legal, or accounting. Proven ability to lead and manage a team of financial and asset management professionals. Detail-oriented with strong organizational skills and excellent oral and written communication abilities. Proficient in in-depth analyses and problem-solving to achieve outcomes. Willingness to travel as necessary (less than 15%). About Us
JPMorgan Chase, a long-standing financial institution, offers innovative solutions to consumers, small businesses, and institutions under the J.P. Morgan and Chase brands. Our history spans over 200 years, and 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, potential commission-based pay or discretionary incentive compensation, and a range of benefits. Details about compensation and benefits are provided during the hiring process. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations for applicants and employees as needed. About The Team
J.P. Morgan Asset & Wealth Management delivers investment management and private banking solutions. Wealth Management helps individuals, families, and foundations manage wealth and achieve their financial goals.
#J-18808-Ljbffr