Management & Strategy - Global Banking & Markets Engineering - COO Team - Dallas - Associate
Vice president job at Goldman Sachs
Strategy Associate - Global Banking & Markets Engineering - COO Team Job Summary & Responsibilities GBM Engineering is seeking a highly analytical and strategic Associate to join our COO team to play a pivotal role in shaping and driving the organization's transformation agenda. This individual will be instrumental in developing robust strategies, translating complex insights into compelling narratives, and fostering collaboration across diverse global and cross-functional stakeholders to achieve strategic objectives for the organization and drive transformational change within the Division.
Global Banking and Markets Engineering
GBM Engineering is a world leader in developing quantitative and technological solutions to solve complex business problems. Working with the firm's sales and trading teams, engineers use their mathematical and scientific training to create financial products, advise clients on transactions, measure risk, and identify market opportunities. GBM Operations is a dynamic, multi-faceted segment that partners with all parts of the firm to deliver banking, sales, and trading capabilities to clients around the world.
BASIC QUALIFICATIONS
* Bachelor's degree
* At least 3-5 years of relevant work experience in a strategy, management consulting, or an internal strategic planning role within a complex financial services or technology organization
* Experience working in a global environment across a matrixed organization
* Strong organizational skills, including good judgment and decision-making capabilities
* Proven track record of driving outcomes in complex, cross-functional business situations
* Demonstrated ability to manage multiple, complex, and time-sensitive strategic projects concurrently, prioritizing effectively to meet critical deadlines.
* Exceptional written and verbal communication skills, with a track record of distilling complex information into clear, concise, and persuasive strategic communications for diverse audiences
* Advanced proficiency in Microsoft Excel and PowerPoint, including the ability, create compelling presentations and design insightful data visualizations that effectively communicate strategic narratives to senior leadership.
* Comfortable with ambiguity and the ability to thrive in a fast-moving environment and to navigate change
PREFERRED QUALIFICATIONS
* Proactive, analytical problem-solving mindset, with the ability to navigate and adapt to a dynamic and evolving organizational landscape, particularly within a global engineering context.
* Demonstrated understanding of financial markets, banking, or related financial services domains, preferably gained through direct experience within a financial institution.
* Expertise in quantitative analysis and data interpretation, with a proven ability to translate complex data into actionable strategic insights.
* Highly self-motivated, autonomous, and capable of working independently
* Ability to work closely with senior level sponsors and stakeholders to create consensus around plans, activities, and measures of strategic initiatives
Auto-ApplyVP, Financial Consultant - Austin (Bee Cave), TX
Austin, TX jobs
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Roanoke, TX jobs
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications:
CFP designation or CFA designation
Bachelor's degree
Active and valid FINRA Series 7 license
May be obtained with a 120-day condition of employment
Active and valid FINRA Series 66 license required
May be obtained with a 120-day condition of employment
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
Preferred Qualifications:
Five or more years working directly with clients in the financial services industry highly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
VP, Financial Consultant - Plano, TX
Plano, TX jobs
Regular Please ensure you read the below overview and requirements for this employment opportunity completely. Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab ( )
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
* A valid and active FINRA Series 7 license required
* Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
* Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
* Strong candidates will also learn to l everage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
* Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
* Ability to adapt and implement change as the market and business conditions evolve
* Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
* Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you
At Schwab, you're empowered to shape your future. xevrcyc We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future:
* 401(k) with company match and Employee stock purchase plan
* Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
* Paid parental leave and family building benefits
* Tuition reimbursement
* Health, dental, and vision insurance
Risk Management - Risk Oversight Lead for International Payments - Vice President
Plano, TX jobs
JobID: 210689177 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $119,700.00-$195,000.00 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 the Oversight Lead for International Payments Vice President in the Consumer 2nd Line of Defense (2LOD) Risk Management organization, you will play a pivotal role in safeguarding our cross-border payments, including wires and blockchain transactions. You will be responsible for identifying, assessing, and mitigating risks associated with cross-border payments, such as fraud, scams, compliance, and operational vulnerabilities. The ideal candidate will develop and implement comprehensive risk management strategies, ensure adherence to international regulations, and serve as a key advisor to senior leadership on potential threats and opportunities in an evolving global landscape.
In this role, you will provide independent oversight, guidance, and challenge to the first line of defense (front-line business units) to ensure that risks associated with wires and blockchain payments are effectively managed and remain within the organization's risk appetite. Responsibilities include reviewing product and feature designs, developing and implementing robust risk management frameworks and policies tailored to the unique complexities of both traditional fiat and digital assets.
You will also partner with Legal, Compliance, and Controls teams to address emerging issues and provide timely, actionable guidance. Additionally, you will communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices.
Job Responsibilities
* Look for ways payment use cases can potentially facilitate fraud and scam scenarios, as well as operational and reputational risk
* Evaluate new payment features or modifications to existing services to ensure that the Product team has identified all the risks and has included appropriate controls to mitigate risks
* Know the international payment flows you oversee just as well as the Product team
* Have a working knowledge of cross-border controls that are used to mitigate inherent risk in Digital and Blockchain
* Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way
* Work effectively as an individual contributor and collaborative team member on simultaneous projects
* Possess excellent verbal and written communication skills and the ability to interact professionally with executives, managers, and subject matter experts
* Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management
Required qualifications, capabilities, and skills
* A minimum of 6+ years of experience in risk management, specifically within the payments, banking, or financial services industry with international exposure.
* A Bachelor's degree in Finance, Business Administration, Economics, or a related field
* Deep understanding of international payment systems (e.g., Swift, remittances, real time payments) and digital asset protocols, as well as relevant global regulatory landscapes.
* Excellent problem-solving, decision-making, and communication skills, with the ability to influence and build relationships across global teams.
* Ability to defend positions and influence with quantitative analysis developed with an analytical team.
Preferred qualifications, capabilities, and skills
* Master's degree or MBA preferred
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Auto-ApplyVice President, B2B Client Solutions Specialist
Plano, TX jobs
JobID: 210687788 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $104,500.00-$170,000.00 Description Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings with the right pricing and positioning.
As a B2B Payables Client Solution Specialist in the Commercial Bank's Payments organization, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales. You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams.
Job responsibilities
* Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives
* Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends
* Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
* Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products, with a focus on commercial card and payables product set
* Strong technical expertise, payments industry knowledge and consultative experience to support complex solutioning and design sessions with clients and prospects
* Strong executive level presentation skills, including ability to consult and sell at the C-level
* Exceptional ability to understand client and prospect needs and turn needs into mandated business through solution-based selling that clearly articulates operational and financial benefits
* Ability to generate ideas to help coverage teams identify and drive the development of new business
* Excellent selling and negotiation skills always ensuring the full value of J.P. Morgan is clearly communicated
* Strong writing and analytical skills to support RFP responses, presentation content and ROI analysis development
* Demonstrated prior experience working in a highly matrixed and complex organization
Preferred qualifications, capabilities, and skills
* Diligence to maintain up-to-date and accurate pipeline reports.
* Team-oriented with the ability to develop strong working relationships with clients, peers, and cross-functional partners.
Auto-ApplyAssessments & Exercises Vice President - Offensive Security
Plano, TX jobs
Contribute to leading-edge security and resilience efforts, advancing protective strategies and propelling continuous improvement.
As an Assessments & Exercises Vice President in the Cyber and Tech Controls line of business, you will contribute significantly to enhancing the firm's cybersecurity posture by using industry-standard assessment methodologies and techniques to proactively identify risks and vulnerabilities in people, processes, and technology. Design and deploy risk-driven tests and simulations (or manage a highly-skilled team that does) and inform analysis to clearly outline root-causes. In this role, you will evaluate preventative controls, incident response processes, and detection capabilities, and advise cross-functional teams on security strategy and risk management.
Job responsibilities
Design and execute testing and simulations - such as penetration tests, adversary emulation assessments, collaborative technical controls assessments, and cyber exercises, and contribute to the development and refinement of assessment methodologies, tools, and frameworks to ensure alignment with the firm's strategy and compliance with regulatory requirements
Evaluate controls for effectiveness and impact on operational risk, as well as opportunities to automate control evaluation
Collaborate closely with cross-functional teams to develop comprehensive assessment reports - including detailed findings, risk assessments, and remediation recommendations - making data-driven decisions that encourage continuous improvement
Utilize threat intelligence and security research to stay informed about emerging threats, vulnerabilities, industry best practices, and regulations. Apply this knowledge to enhance the firm's assessment strategy and risk management. Engage with peers and industry groups that share threat intelligence analytics
Required qualifications, capabilities, and skills
5+ years of experience in cybersecurity, with demonstrated exceptional organizational skills to plan, design, and coordinate the development of offensive security testing, assessments, or simulation exercises
Knowledge of US financial services sector cybersecurity organization practices, operations risk management processes, principles, regulations, threats, risks, and incident response methodologies
Ability to identify systemic security issues as they relate to threats, vulnerabilities, or risks, with a focus on recommendations for enhancements or remediation, and proficiency in multiple security assessment methodologies (e.g., Open Worldwide Application Security Project (OWASP) Top Ten, National Institute of Standards and Technology (NIST) Cybersecurity Framework) and offensive security testing tools
Excellent communication, collaboration, and report writing skills, with the ability to document and explain complex technical details in a concise, understandable manner to individuals with a variety of both technical and non-technical backgrounds
Strong understanding of the following: Windows/Linux/Unix/Mac operating systems; OS and software vulnerability and exploitation techniques; commercial or open-source offensive security tools for reconnaissance, scanning, exploitation, and post exploitation (e.g. Cobalt Strike, Metasploit, Burp Suite); networking fundamentals (all OSI layers, protocols); Infrastructure as a Service (IaaS) and Platform as a Service (PaaS) providers in both private and public (AWS, Azure) environments; DevOps; incident response; threat hunting; and familiarity with interpreting log output from networking devices, operating systems, and infrastructure services
Manual penetration testing and assessments experience (beyond running automated tools) against a wide variety of applications including web, mobile, and thick clients, internal and external facing infrastructures
Preferred qualifications, capabilities, and skills
Hold relevant industry certifications - such as Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), or those offered by Offensive Security (OSCP, OSEP, OSED, OSEE, OSCE), CREST (Certified Simulated Attack Specialist, Registered Penetration Tester, Certified Infrastructure Tester), or SANS (GPEN, GXPN, GWAPT) - showcasing advanced expertise in cybersecurity and offensive testing methodologies
Technical knowledge or experience developing proof of concept exploits and in house scripting, using interpreted languages such as Python, Ruby, or Perl, compiled languages such as C, C++, C#, or Java, and security tools or technology such as Firewalls, IDS/IPS, Web Proxies, DLP
Intelligence Community/Security Services background, knowledge of malware packing, obfuscation, persistence, exfiltration techniques, and understanding of financial sector or other large security and IT infrastructures
Experience querying log sources within large centralized logging platforms, e.g. Splunk, Elastic, Cloudera
Auto-ApplyRisk Management - Banks & Broker Dealers - Credit Risk Vice President
Plano, TX jobs
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 Lead Credit Officer on the Banks and Broker Dealers team, you will leverage your analytical abilities and industry knowledge to make and support credit decisions for a diverse portfolio of clients. You will manage exposure to a variety of financial institutions, demonstrate sound credit judgement, and build strong relationships across the firm.
Job Responsibilities
Manage exposure to a client base consisting of North American Banks, Broker Dealers, Fintechs, Credit Unions, Card Processors, and other financial institutions
Lead due diligence, evaluate and action credit requests, risk grading, and on-going monitoring and management of a diverse portfolio of risk including traditional credit products, markets products (derivatives, trading, and financing), intraday liquidity facilities, and other credit exposures
Demonstrate sound credit judgement and effective risk monitoring through collaboration across multiple lines of business and credit teams
Manage the daily risk demands of a portfolio of clients, evaluating and executing on a variety of transactions for financial institutions
Oversee transaction execution, including client analysis, preparation of credit approval materials, lead discussions with bankers, legal documentation negotiation, setup of credit facilities and ongoing monitoring of clients post transaction approval
Build strong relationships and maintain open communication channels with colleagues across the firm, including bankers, operations, legal, and finance
Monitor clients and update key stakeholders on important developments with regard to clients or industry and potential impact on credit rating
Stay informed about the evolving economic, legislative, and regulatory environment that impacts the financial institution sector
Provide leadership and input into key projects and contribute to process and efficiency improvement initiatives
Train and mentor the team's junior credit officers, fostering their development and growth
Required Qualifications, Capabilities and Skills
Bachelor's Degree
7+ years of credit or market risk experience within financial services
Knowledge of financial institutions
Knowledge of accounting and ability to financial statements analysis
Strong understanding of financial products, corporate finance and market dynamics
Experience negotiating loan and trading documents
Strong interest in client interaction and possess outstanding verbal and written communication skills
Ability to perform well under pressure in a demanding environment
Candidate should be highly proficient in Excel, Powerpoint and Word
Preferred Qualifications, Capabilities and Skills
Experience in wholesale credit risk and/or financial institution groups
Auto-ApplyRisk Management - Business Banking Credit Forecasting - Vice President
Plano, TX jobs
JobID: 210658668 JobSchedule: Full time JobShift: Day : 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 Vice President in Business Baking, you will manage the allowance process, ensuring effective risk assessment, performance tracking of the portfolio, and collaboration with stakeholders while mentoring junior analysts and providing strategic insights to senior management.
Job Responsibilities:
* Oversee forecasting and analytics for the BB portfolio to support allowance process.
* Compile, interpret, and summarize data to provide information, prepare reports, and present findings, analyses, and recommendations to Senior Management.
* Explain the model behavior and results, offering insights to support the outcomes from a business perspective.
* Understand the credit forecast process, including the needs and rationale behind business decisions.
* Coordinate interactions and partner with Controllers, Finance, P&A, Modeling, and MRGR to ensure consistency in the loss forecast.
* Mentor and coach junior analysts to enhance their risk management skills and financial knowledge.
* Implement and adhere to best practices, controls, and standards for all production processes.
* Provide thought leadership on complex problems, guiding and influencing others to achieve results.
Required qualifications, capabilities, and skills:
* Master's degree in a quantitative discipline (e.g., Finance, Mathematics, Statistics, Economics)
* Minimum 5+ years of related experience in Risk and/or Finance
* Strong communication and interpersonal skills, essential for presenting to and collaborating with business partners and model end-users, including the ability to explain and present analyses
* Strong analytical, interpretive, and problem-solving skills, with the ability to synthesize and analyze diverse information.
* Experience managing complex processes that leverage data and models
* Self-motivated and proactive, with the ability to work accurately under pressure to meet deadlines
* Proven ability to communicate effectively within a team environment and interact across departments
* Ability to clearly summarize and explain large and complex information to a wide range of audiences, including senior leaders, audit, controllers, finance, model developers, regulators, and controls
* Proficiency in analytical languages (e.g., SAS, Python, R)
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Auto-ApplyJ.P. Morgan Wealth Management - Vice President, Lending Specialist
Plano, TX jobs
JobID: 210686261 JobSchedule: Full time JobShift: Day : The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As a Lending Specialist within JPMorgan Wealth Management, you will offer comprehensive lending expertise, acting as the primary point of contact for Financial Advisors, Clients, and Market Leadership who rely on your knowledge to navigate lending needs and deliver exceptional outcomes. In this high-impact and fast paced role, you will have the opportunity to make a tangible difference every day, whether it's by providing seamless execution of new lending requests, designing innovative solutions, or helping clients and advisors unlock new opportunities for growth and financial success. Your work will directly contribute to the expansion of our high growth lending business, as you generate new business, deepen existing relationships, and champion the full suite of JPMorgan's lending capabilities. By promoting broader awareness and understanding of our products, you will empower advisors to confidently address client needs and proactively identify new ways to add value. Collaboration is at the heart of this position, as you will partner with internal teams to resolve production, quality, and escalated client service or risk-related issues, always striving for operational excellence and a superior client experience. The pace of change and innovation in this business means you will be at the forefront of shaping the future of lending within Wealth Management, driving sustained growth, and setting new standards for service and performance. This is a unique opportunity for a strategic, client-focused professional to have a lasting and visible impact-not only on the business, but on the lives and financial well-being of clients and advisors across the region. Your expertise, initiative, and commitment will help define what's possible in a high-growth environment where every day brings new challenges and the chance to make a real difference.
Job responsibilities
* Serve as the primary point of contact for Financial Advisors and Market Leadership, providing expert guidance on lending products and solutions to support client needs and business growth.
* Drive opportunities Advisors, offering recommendations and insights based on specific credit policies and guidelines to facilitate informed decision-making.
* Demonstrate decisiveness by making thoughtful and timely decisions in high-volume and ambiguous situations, consistently striving for the best outcomes for both clients and the firm.
* Participate in projects focused on productivity improvements, compliance, and product enhancements, contributing to the ongoing evolution and success of the lending business.
* Coordinate with and provide support to the Service Team, ensuring seamless execution of lending requests and a high standard of client service throughout the process.
* Promote broader awareness of lending capabilities and proactively identify opportunities to deepen client relationships and expand the firm's lending footprint.
* Maintain up-to-date knowledge of lending products, market trends, and regulatory requirements to serve as a trusted resource for Advisors and clients.
* Collaborate across functional partners to ensure operational excellence and superior client outcomes.
Required qualifications, capabilities, and skills
* 6+ years of financial services experience
* Valid and active Securities Industry Essential Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start date as a condition of employment
* Experience with lending in a wealth management division across mortgage, margin, and or securities-based lending
* Strong partnership and people skills; collaborate with people across all levels of the organization (analyst to MD)
* Exceptional analytical, written, and presentation skills; must be articulate and able to speak comfortably to large groups
* Organizational and project management skills; proven ability to manage multiple priorities
* Must be able to demonstrate flexibility and adaptability and ability to work under pressure
Auto-ApplyCommercial and Investment Banking Credit Risk - Vice President
Plano, TX jobs
JobID: 210686865 JobSchedule: Full time JobShift: Day : 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 Vice President in Wholesale Credit Risk in the Consumer, Retail and Healthcare team, you will play a key role in managing and monitoring client credit exposures across diverse industry classes. You will have the opportunity to leverage your analytical skills and industry knowledge to make impactful credit decisions, collaborate with colleagues across teams, and help drive innovation and efficiency. Together, we support our clients' credit needs while balancing the risk-return needs of the firm, fostering a culture of compliance, and developing junior team members.
Job Responsibilities
* Manage and monitor a portfolio of client credit exposures across industry classes
* Take ownership of client credit needs and projects, independently developing credit opinions
* Oversee and conduct credit analysis, approving or seeking approval for lending and trading transactions
* Provide credit expertise in structuring new loan and derivative transactions
* Lead or assist in negotiating, finalizing, and executing documentation for loans and derivatives
* Remain current on all aspects of credit relationships, including exposure, compliance, and opportunities
* Review ratings, risk assessments, portfolios, clients, and industries in your sector
* Prepare and present quarterly and annual risk reviews and tiering analyses
* Assign risk ratings and maintain updated credit research on your portfolio of clients
* Work with CIB Coverage and Corporate Banking on capital allocation and industry limits
* Manage credit due diligence processes for clients, including capital markets transactions
* Coordinate and allocate work across credit deal teams
* Review and approve written credit approval documents, including financial analysis and modeling
* Train, mentor, and develop Analysts and junior team members
* Help drive and support innovation and continuous efficiency improvements
Required Qualifications, Capabilities, and Skills
* Bachelor's degree required
* Completion of a major corporate bank credit training program or equivalent experience
* Five years of related experience in credit risk, banking, or corporate finance
* Excellent accounting and corporate finance expertise
* Strong analytical and financial modeling ability
* Solid knowledge of loan and derivative products, documentation, and structuring
* Experience negotiating legal documents associated with credit products
* Outstanding verbal and written communication skills
* Strong interpersonal skills and ability to work well under pressure in teams
* Proficiency in Excel, PowerPoint, and Word software
* Exceptional work ethic
Preferred Qualifications, Capabilities, and Skills
* MBA or CFA designation
* Experience supporting Consumer, Retail, Healthcare, or other industry groups such as Technology, Media and Telecommunications, Diversified Industries, Automotive and Transportation, Aerospace and Defense, Airlines, Natural Resources, and Energy
* Interest in client interaction and relationship management
* Experience preparing and presenting risk reviews and tiering analyses
* Experience training and mentoring junior team members
* Demonstrated ability to drive innovation and efficiency improvements
* Experience coordinating work across credit deal teams
Auto-ApplyTreasury Management Officer - Healthcare Services - Vice President
Austin, TX jobs
JobID: 210686929 JobSchedule: Full time JobShift: : Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
Auto-ApplyCommercial Banker, Multinational Corporations, Middle Market Banking, Vice President
Houston, TX jobs
You are customer focused, passionate about working with and supporting foreign-owned, early-stage multinational companies, enjoy building relationships and bringing in new clients. A role as a Commercial Banker is for you.
As a Commercial Banker on the Multinational Corporations (MNC), Middle Market Banking team, you will focus on business development and play a pivotal role in expanding our presence within foreign-owned, early-stage companies. A history of business development experience and a strong network in the early stage ecosystem is key for this role.
The MNC Early-Stage team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role, you will be a creative and strategic thinker to build community and brand awareness in the local market including driving the prospecting strategy, client acquisition, channel partner management, and strong collaboration with the local Bankers in your market. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
Drive top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance
Serve as mentor and coach to the banking team and lead the region's prospecting activities. This may include cross-selling of existing clients when appropriate.
Lead the new business origination strategy for the local market in close coordination with local business banking teams
Identify early stage multinational companies with annual revenues up to $20 M and connect with their key executives (CFO, VP of Finance, etc.)
Utilize data-driven insights to prioritize prospects and tailor customized outreach strategies
Leverage COI relationships to enhance outreach efforts and drive new client acquisition
Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce our prospects to our broad product capabilities
Required Qualifications, Capabilities and Skills
5+ years of business development, commercial banking, or other relevant sales experience
Proven track record of sourcing and navigating treasury sales opportunities, ideally in commercial banking
Ability to build community and brand awareness in a dynamic market
History of planning and executing an events and content strategy
Utilize seasoned judgment to offer comprehensive and customized solutions that best meet potential client needs
Monitor and research market/industry trends and business outcomes to present relevant and insightful solutions to potential clients
Preferred Qualifications, Capabilities and Skills
Ability to leverage your network, market knowledge to deliver a top-notch client and partner experience
A deep understanding of JPMorgan Commercial Banking products and services
Ability to work collaboratively with our Bankers, Treasury Management Officers, and other key product partners
Capable of operating independently and possesses excellent partnership, communication, and marketing skills
Auto-ApplyTreasury Management Officer - Healthcare Services - Vice President
Houston, TX jobs
JobID: 210686929 JobSchedule: Full time JobShift: : Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
Auto-ApplyLetter of Credit Transaction Vice President
Dallas, TX jobs
Are you excited to provide best in class client experience to our customer base, do you drive execution effectively and you enjoy taking on ownership of clients and the delivery of our product suite to them? You have found the right team!
As a Letter of Credit Transaction Vice President in the Commercial Bank. you are client facing and will team up with our Commercial bankers on relationship management and product delivery activities for our Standby Letter of Credit (SBLC) offering. You will provide consistent, high quality service to ensure excellent client experience. You will take on ownership of a complex product and are responsible for the end-to-end process.
You will directly interact with our customers, and gain in-depth insight into the workings of our internal teams, e.g., deal team leads, credit, legal, compliance and business management, relating to credit decisioning, product set up and product execution.
Job Responsibilities
Own a portfolio of clients and build strong relationships with our customers and internal banking teams dedicated to your portfolio.
Advise our Commercial Bank US customers and bankers around best practices on Letter of Credit structuring and set up.
Set expectations around product delivery and help our customers with the Letter of Credit execution by providing them with a smooth end to end product delivery.
Lead the Letter of Credit process and provide the clients with clear guidance and transparency on the process
Act as a trusted advisor to your respective portfolio for any Letter of Credit situations that arise.
Coordinate with various internal, cross regional teams such as Banking, Trade Finance, Credit, Legal and other functions to ensure efficient Letter of Credit execution.
Coordinate the Letter of Credit process across the Commercial Bank's customer base during client onboarding, new facility set up and Letter of Credit issuance.
Consult with clients on new facilities, amendments to or cancellations of Letters of Credit.
Manage, oversee, and escalate for a broad range of topics, such as structuring, collateral, documentation and the complex implementations.
Know credit appetite and coordinate discussions when a new credit need arises including partnering with the Underwriter and Credit Teams to facilitate set up of Letters of Credit facilities, and Cash Collateral, if needed.
Engage with bankers on pricing discussions and guide for market levels and understand background for capital needs on Letters of Credit.
Required Qualifications, Capabilities and Skills
7+ years' experience in Commercial banking, sales, operations, with Trade Finance / Letter of Credit experience
Proven ability to build and develop relationships. Willingness to build a strong internal network will be critical to success
Must possess strong verbal and written communications skills with the ability to adjust messaging for different audiences including our clients C-suite and their operations teams
Must be well-organized and structured with the ability to achieve tight timelines on complex deliverables
Experience in reviewing, understanding, and/or working with credit partners
Knowledge of Foreign Bank Guarantees
Experience working in or closely with front office Commercial Banking
Preferred Qualifications, Capabilities and Skills
Advanced skills with Microsoft Excel and PowerPoint
Creative thinker, driven to deliver best-in-class deal execution to our customers
Self-starter, creative and driven, to provide consistent, high-quality support to ensure excellent client experience
Experience working with SalesForce and workflow tools
Trade Finance or Letter of Credit sales experience
Auto-ApplyRisk Management - Wholesale Credit Risk Administration - Vice President
Plano, TX jobs
JobID: 210688948 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $99,750.00-$180,000.00 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 Wholesale Credit Risk Administration (WCR Administration) Vice President on the WCR Administration Systems & Regulatory Support team, you will be responsible for leading change management activities. You will work on improving efficiencies and controls in the Commercial and Investment Banking in Risk organization.
Job Responsibilities
* Collaborate with Wholesale Credit Risk Product, Technology, Credit Risk, and other key stakeholders on the strategic initiatives to adopt new innovative solutions for streamlining credit processes and improving controls
* Lead and/or participate in change management activities impacting credit systems and processes including testing, training and communications for CIB Credit Risk
* Actively participate in working groups/product cabinets providing feedback and effective challenging on system design requirements, Coordinate and perform user acceptance testing and smoke testing providing critical input on decisions before implementation
* Performing centralized support for bulk uploads required for client grading exempt populations or other credit risk system changes
* Initiate and perform certain regulatory reporting and control activities providing guidance on reporting requirements with credit officers
* Manage, develop and support administration of credit risk resources such as SharePoint
* Support and identify opportunities to automate and streamline WCR Admin processes.
Required qualifications, capabilities and skills
* Bachelor's degree (BS/BA)
* Self-motivated, detailed oriented and have the ability to work both as part of a team and independently
* Ability to thrive in a fast-paced, collaborative work environment
* Good analytical and problem solving skills
* Strong written and verbal communication skills
* Basic SharePoint design
Preferred qualifications, capabilities, and skills
* Knowledge of CRI systems (ICRD Proposals, Desktop, Grading and iSPRESO) or SharePoint/website design experience a plus
* Credit Officer or Analyst experience in analyzing loan proposals or experience in teams supporting Credit Risk Officers
* Reporting /analytical experience
* Knowledge of credit risk and risk policies, procedures and standards
* Use of Artificial Intelligence tools like Alteryx and the LLM model
* Excellent Microsoft Office skills (Excel, Word, PowerPoint- Access a plus)
Auto-ApplyWealth Management Solutions, Trust & Estates, Trust Administrator VP
Dallas, TX jobs
The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When JPMorgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative Officer is expected to have or develop the skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust Administrative Officer works.
The J.P. Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. For over 7 consecutive years we have been voted number 1 in the U.S. for overall private banking services by Euromoney , and we have been specifically recognized for our succession planning, advice and trust services.
**The responsibilities of this role are as follows:**
Technical and Risk Management
+ Work with the Account Opening Group to open trust accounts
+ Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records
+ Communicate with beneficiaries and co-trustees to outline administrative procedures
+ Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with the Trust Officer
+ Work with the Tax Officers and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries
+ Respond to requests from beneficiaries for discretionary distributions. Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee. Confer with co-trustee (if any) to obtain his/her approval
+ Coordinate with Trust Officer on the communication of the decision to client and follow-up action on the request as necessary
+ Handle ongoing day to day administration of account, and proactively manage account base in an effort to avoid and minimize service and operational issues
+ Oversee the work performed by various operational groups. Identify risk that might be incurred in connection with a trust, consistent with any applicable policies and procedures governing the risk in question
+ Utilize risk management tools, such as the overdraft report, daily transaction report, Administrative
+ Review, Holistic Review and the AAR Variance Report to ensure that all exceptions are properly addressed and kept to a minimum
+ Communicate with Investors regarding investment matters and liquidity needs
+ Handle departmental projects relating to accounts and special assets.
+ Participate on various committees as needed
+ When the trust terminates the account is transferred to the Trust Settlement group.
+ The Trust Administrative Officer is responsible for ensuring appropriate steps are taken to minimize risk, including canceling payments and statements, where appropriate, and obtaining necessary documents for the Settlements group
**Client Relationship Management**
+ Trust Administrative Officers must actively participate in dealing with interested parties and develop relationships with income beneficiaries, co-trustees and intermediaries in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries
**Educational/Administrative**
+ The specialized and ever changing nature of the Trust practice requires that Trust Administrative Officers devote time to personal development and training
+ Training at JPMorgan includes internal sessions covering systems changes, practices and procedures, Q & A sessions offered to facilitate understanding of our environment and sessions on technical, legal, tax and regulatory developments
**Qualifications:**
+ Bachelor's degree required
+ A minimum of 3-5 years' experience in the trust and estates industry
+ Experience in the administration and support of trusts including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
+ Problem Solving/Risk Management - takes initiative, decisive, accountable, exhibits critical analysis and judgment
+ Client Servicing - client knowledge, client relationships, proactive communication
+ Teamwork/Personal Effectiveness - clear and concise communication, time management, adaptability to delegate, coaching and training
+ Cross Selling and Retention skills
+ Strong computer skills including proficiency with trust accounting system
+ Experience with JPMorgan fiduciary platform a plus
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
Wealth Management Solutions, Trust & Estates, Trust Administrator VP
Dallas, TX jobs
JobID: 210687853 JobSchedule: Full time JobShift: : The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When JPMorgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative Officer is expected to have or develop the skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust Administrative Officer works.
The J.P. Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. For over 7 consecutive years we have been voted number 1 in the U.S. for overall private banking services by Euromoney, and we have been specifically recognized for our succession planning, advice and trust services.
The responsibilities of this role are as follows:
Technical and Risk Management
* Work with the Account Opening Group to open trust accounts
* Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records
* Communicate with beneficiaries and co-trustees to outline administrative procedures
* Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with the Trust Officer
* Work with the Tax Officers and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries
* Respond to requests from beneficiaries for discretionary distributions. Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee. Confer with co-trustee (if any) to obtain his/her approval
* Coordinate with Trust Officer on the communication of the decision to client and follow-up action on the request as necessary
* Handle ongoing day to day administration of account, and proactively manage account base in an effort to avoid and minimize service and operational issues
* Oversee the work performed by various operational groups. Identify risk that might be incurred in connection with a trust, consistent with any applicable policies and procedures governing the risk in question
* Utilize risk management tools, such as the overdraft report, daily transaction report, Administrative
* Review, Holistic Review and the AAR Variance Report to ensure that all exceptions are properly addressed and kept to a minimum
* Communicate with Investors regarding investment matters and liquidity needs
* Handle departmental projects relating to accounts and special assets.
* Participate on various committees as needed
* When the trust terminates the account is transferred to the Trust Settlement group.
* The Trust Administrative Officer is responsible for ensuring appropriate steps are taken to minimize risk, including canceling payments and statements, where appropriate, and obtaining necessary documents for the Settlements group
Client Relationship Management
* Trust Administrative Officers must actively participate in dealing with interested parties and develop relationships with income beneficiaries, co-trustees and intermediaries in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries
Educational/Administrative
* The specialized and ever changing nature of the Trust practice requires that Trust Administrative Officers devote time to personal development and training
* Training at JPMorgan includes internal sessions covering systems changes, practices and procedures, Q & A sessions offered to facilitate understanding of our environment and sessions on technical, legal, tax and regulatory developments
Qualifications:
* Bachelor's degree required
* A minimum of 3-5 years' experience in the trust and estates industry
* Experience in the administration and support of trusts including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
* Problem Solving/Risk Management - takes initiative, decisive, accountable, exhibits critical analysis and judgment
* Client Servicing - client knowledge, client relationships, proactive communication
* Teamwork/Personal Effectiveness - clear and concise communication, time management, adaptability to delegate, coaching and training
* Cross Selling and Retention skills
* Strong computer skills including proficiency with trust accounting system
* Experience with JPMorgan fiduciary platform a plus
Auto-ApplyWealth Management Solutions, Trust & Estates, Trust Administrator VP
Dallas, TX jobs
The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When JPMorgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative Officer is expected to have or develop the skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust Administrative Officer works.
The J.P. Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. For over 7 consecutive years we have been voted number 1 in the U.S. for overall private banking services by
Euromoney
, and we have been specifically recognized for our succession planning, advice and trust services.
The responsibilities of this role are as follows:
Technical and Risk Management
Work with the Account Opening Group to open trust accounts
Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records
Communicate with beneficiaries and co-trustees to outline administrative procedures
Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with the Trust Officer
Work with the Tax Officers and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries
Respond to requests from beneficiaries for discretionary distributions. Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee. Confer with co-trustee (if any) to obtain his/her approval
Coordinate with Trust Officer on the communication of the decision to client and follow-up action on the request as necessary
Handle ongoing day to day administration of account, and proactively manage account base in an effort to avoid and minimize service and operational issues
Oversee the work performed by various operational groups. Identify risk that might be incurred in connection with a trust, consistent with any applicable policies and procedures governing the risk in question
Utilize risk management tools, such as the overdraft report, daily transaction report, Administrative
Review, Holistic Review and the AAR Variance Report to ensure that all exceptions are properly addressed and kept to a minimum
Communicate with Investors regarding investment matters and liquidity needs
Handle departmental projects relating to accounts and special assets.
Participate on various committees as needed
When the trust terminates the account is transferred to the Trust Settlement group.
The Trust Administrative Officer is responsible for ensuring appropriate steps are taken to minimize risk, including canceling payments and statements, where appropriate, and obtaining necessary documents for the Settlements group
Client Relationship Management
Trust Administrative Officers must actively participate in dealing with interested parties and develop relationships with income beneficiaries, co-trustees and intermediaries in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries
Educational/Administrative
The specialized and ever changing nature of the Trust practice requires that Trust Administrative Officers devote time to personal development and training
Training at JPMorgan includes internal sessions covering systems changes, practices and procedures, Q & A sessions offered to facilitate understanding of our environment and sessions on technical, legal, tax and regulatory developments
Qualifications:
Bachelor's degree required
A minimum of 3-5 years' experience in the trust and estates industry
Experience in the administration and support of trusts including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
Problem Solving/Risk Management - takes initiative, decisive, accountable, exhibits critical analysis and judgment
Client Servicing - client knowledge, client relationships, proactive communication
Teamwork/Personal Effectiveness - clear and concise communication, time management, adaptability to delegate, coaching and training
Cross Selling and Retention skills
Strong computer skills including proficiency with trust accounting system
Experience with JPMorgan fiduciary platform a plus
Auto-ApplyAsset & Wealth Management, Global Wealth Management COO Team, Associate - Dallas
Vice president job at Goldman Sachs
YOUR IMPACT Analysts/Associates on the Wealth Management COO Team have a unique opportunity to work directly with Global Leadership on the development and implementation of strategic and tactical initiatives that drive one of the firm's core businesses forward in terms of both growth and efficiency. THIS ROLE IS FOR A 2026 START.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Wealth Management Global Leadership Team
The Wealth Management Global Leadership Team provides management and strategy oversight across all businesses within Wealth, including Private Wealth, GS Ayco, the Private Bank, Marcus and our Operations and Engineering counterparts.
You will be a key liaison for senior managers, business unit COOs and many other business enablers, with a global lens. The position requires deep analytical capabilities, complemented by strong interpersonal skills, to ensure delivery of solutions to complex macro and micro issues in the Wealth business.
HOW YOU WILL FULFILL YOUR POTENTIAL
* Support the Global Wealth Chief Operating Officer and senior members of the Global Private Wealth, Ayco, Private Bank, Marcus, Operations and Engineering management teams in the execution of managerial initiatives and oversight of the underlying businesses.
* Facilitate and manage cross-functional efforts on a variety of strategic initiatives and special projects related to location strategy (e.g., seating expansion and office buildouts), business profitability & growth (e.g., headcount planning, efficiency initiatives and budget optimization), and risk management (e.g., maintenance of firmwide compliance policies, action Internal Audit findings and deliver dynamic reporting of key risk metrics to senior leadership).
* Work in close coordination with business partners in Asset & Wealth Management (AWM) Leadership, Human Capital Management, Operations, Engineering, Compliance and Legal across the globe.
* Create and maintain divisional level reporting systems for strategic growth and efficiency projects to effectively communicate progress on strategic initiatives in a clear and concise manner.
* Gain exposure and access to senior Wealth Management leadership.
* Build expertise in business analytics, project management, real estate, and risk management.
* Significant potential for long-term career development.
SKILLS & EXPERIENCE WE'RE LOOKING FOR
* Bachelor's Degree Required
* 1-5 years of prior experience preferred
* Commitment to the highest standard of integrity and maintenance of the appropriate level of confidentiality and discretion on sensitive work assignments.
* Ability to work in a fast-paced environment and display good judgment under pressure.
* Ability to leverage interpersonal skills to work with cross-disciplinary teams, globally.
* Outstanding analytical skills as demonstrated by ability to work with detailed financial data and understand commercial implications; proficient in excel and other Microsoft applications.
* Strong written and oral communication skills with ability to structure key assignment takeaways to dynamic audiences.
* Demonstrated interest in client service and/or financial services.
* Prior Wealth Management experience is strongly preferred.
* SIE, Series 7 and 63 required (must be obtained within three months of employment)
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
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