Description

Overview:

• The New Business Review Officer (NBRO) is responsible for partnering with the Trust Practice to review, perform due diligence, evaluate, and onboard new trust and estate business, balancing commercial opportunity with prudent risk management

• The NBRO brings a holistic view of each new business opportunity and supports new business efforts by enabling timely, well-structured onboarding, identifying document and administrative issues early, and helping internal partners advance opportunities to acceptance with clear, practical guidance consistent with the firm's risk standards.

• The NBRO works closely with senior leadership, Trust Officers, Wealth Advisors, Bankers, Specialty Asset groups, and other integrated team members. As a component of evaluating and accepting new business, the NBRO may interact with outside attorneys and recommend and/or negotiate the terms of trusts and related documents to align intent, fiduciary duty, operational feasibility, and the firm's risk standards.

• In addition to reviewing trust and related legal documents (including petitions and court orders), the NBRO reviews asset documentation and business formation and operating instruments, and the relevant facts attending the opportunity to ensure consistency with the governing instrument, the proposed fiduciary role, and successful trust administration.

• In this role the individual can expect to review, and/or negotiate the terms of documents required for the on-boarding of new business opportunities, including: acceptance documents; release and indemnification agreements; refunding agreements; and sub-agreements for the construction and interpretation of trust terms. Additionally, the NBRO will assist with the review and coordination of proposed trust decantings, trust modifications, and non-judicial settlement agreements as needed.
• Demonstrated willingness to adapt to the rapidly evolving landscape of AI usage in this role, including learning and appropriately leveraging new tools and workflows to improve quality, consistency, and timeliness-while adhering to applicable policies, risk standards, and confidentiality requirements.
• Responsiveness is critical to working efficiently and effectively with all internal partners and outside counsel, ensuring timely coordination, clear communication, and smooth onboarding of new business opportunities.

Candidate Requirements:

Successful candidates demonstrate a combination of trust and estate expertise, document review capabilities, strong judgment, and a commercial orientation to support internal partners as they progress opportunities through acceptance and onboarding.

Core capabilities and preferred qualifications include:

• Background and Experience in Trust Administration. Directed trust expertise, including strong knowledge of Delaware and Wyoming trust law, is preferred.

• Experience with trust administration, account closing, settlement, and litigation is preferred

• JD from an ABA Accredited Law School is preferred

• Commercial/New Business Mindset, including demonstrated ability to support growth-oriented teams by delivering clear, timely guidance; navigating competing stakeholder priorities; and advancing high-quality opportunities through a disciplined, solutions-oriented review and acceptance process.
• Strong Review Skills. Ability to review wills, trusts, asset documentation, legal documents, business formation/operating instruments, and relevant facts, and present an organized summary for next-level review.

• Strong communication skills and ability to partner effectively with internal partners (including Bankers, Wealth Advisors, Investors, Specialty Assets, Legal, Risk, and Compliance) as well as outside counsel.

• Flexibility/Adaptiveness: To meet the diversity and dynamics of new business opportunities, the individual in this role is expected to be competent (or gain competence) in the laws of an assigned market, familiar with the laws of all states, current on legislative and tax updates, and up to date on internal as well as industry-wide practices and policies.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today 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 determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.