Risk Management - Wealth Management Trust and Estates Vice President

Bring your Expertise to JPMorgan

Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan

Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real‑world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best‑in‑class.

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, prioritise action and maintain a transparent, well‑controlled risk environment.

• 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 visualisations (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.

• 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 judgement 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.

• 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.