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Wealth Management - US Trusts & Estates Business Management - Associate

Req #: 170102545
Location: New York, NY, US
Job Category: Accounting/Finance/Audit/Risk
Job Description:


With client assets under supervision of $2.5 trillion and assets under management of $1.8 trillion, J.P. Morgan Asset & Wealth Management (AWM) is one of the largest asset and wealth managers in the world. We serve four distinct client groups globally through three businesses: institutional and retail clients through Asset Management (AM), and high-net-worth and ultra-high-net-worth clients through Wealth Management (WM), which includes the Private Bank and J.P. Morgan Securities. We offer global investment management in equities, fixed income, solutions, real estate, hedge funds, private equity and liquidity. We provide trust and estate, banking, lending, custody and brokerage services to (ultra) high net worth clients, and retirement services for corporations and individuals.


About J. P. Morgan Wealth Management:

With more than 160 years of experience, J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality of advice, service, capabilities and products to individuals and families around the world. We deliver comprehensive solutions to help clients with the many complexities they face by leveraging the depth and breadth of our products and solutions. Our business model focuses on developing deep, long-standing client relationships of trust. 


Role Description:

Based in New York, the Trusts & Estates Business Manager associate role will primarily focus on technology initiatives for the Estates & Trust Settlements business units and expand as initiatives turn-over.  Partnering with business units, other business managers, technology and operations, this role will develop business requirements; re-design operating models as needed, assist in testing and launching the new tool set.  Additional day-to-day business management activities may also include business reporting and presentation and helping the individuals and business units within to be successful by assisting with day-to-day issue resolution, acting as a point of escalation, and improving processes. 


Key Responsibilities:

  • Partner with US Business Management team to support day to day activities of the US Trust business, including reporting, analysis, presentations and strategic initiatives

  • Understand business unit processes and procedures and work on operating model changes as necessary 

  • Represent business in projects, where appropriate

  • Participate in Practice-wide support coordinating with the specific business managers


  • Ability to build strong partnerships with key stakeholders, management and practitioners within the business

  • Ability to work on strategic plans as well as tactical priorities

  • Excellent verbal and written communication skills with the ability to develop presentations on  complex and sensitive issues

  • Strong problem-solving, time management, organization and project management skills

  • Demonstrates a sense of urgency and comfortable multi-tasking many initiatives and requests

  • Ability to effectively transform both quantitative and qualitative information into a compelling argument

  • Enthusiastic, self-motivated, effective under pressure and willing to take personal accountability

  • Commercial mindset to develop effective business strategy and influence daily decision making

  • Good judgment and discretion working with highly confidential information


  • At least 3 years financial services experience, preferably in trusts or estates or wealth management

  • Experience analyzing information and data and synthesizing into conclusions and recommendations and clear and concise presentations  

  • Proven record of delivery of initiatives

  • Experience in effectively messaging priorities, initiatives and updates to senior management

  • Proficient to advanced experience with Excel, PowerPoint and Word

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