JPMorgan Chase
Wealth Management - Trust Officer - Vice President
$110K–$190K
Chicago, IL · Director · Full-time · Posted Oct 8, 2026
- Experience
- Ideally 5–8 years of relevant experience focused in the Trust business, either at a corporate fiduciary or a law firm.
- Education
- Bachelor’s Degree required.
About the job
Oversees trust administration, advises on fiduciary and investment matters, and builds relationships with beneficiaries, advisors, and Wealth Advisors.
What you'll do
- Analyze trust documents and coordinate legal, tax, administrative, and investment services; recommend how the Bank should exercise trustee discretion.
- Oversee investment decisions and work with tax officers and trust counsel to resolve issues; respond to beneficiaries, co-trustees, and advisors.
- Develop client relationships, support new trust business, and identify cross-selling opportunities.
What they ask for
- Bachelor’s Degree.
- In-depth knowledge of fiduciary products and services, including applicable legal, tax, and regulatory requirements.
- Comprehensive knowledge of trust law, gifting techniques, and income, transfer, and generation-skipping taxation, with ability to apply it to planning and account administration.
Nice to have
- MBA or other advanced degree; J.D. preferred.
- Knowledge of internal procedures for distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and overdraft management.
Pay
$110,000.00-$190,000.00 USD base salary
Tools
Investment Systems
Model-written summary · the original posting is authoritative