Wealth Management Solutions, Trust Officer VP, Trust and Estates

Trust Officer VP in Wealth Management Solutions leads administration of trusts, analyzes trust documents for legal, tax, administrative and investment issues, and collaborates with Wealth Advisors to cross-sell JPM products/services. Responsibilities include overseeing discretionary powers as trustee, coordinating trust investments to align with fiduciary duties, resolving tax issues with Tax Officers and trust counsel, addressing beneficiary questions, and developing relationships with beneficiaries and advisors to fulfill grantor objectives. Requires in-depth fiduciary product knowledge and experience in trust law and taxation; MBA or JD preferred.