Wealth Management Solutions, Trust & Estates, Closely Held Asset Management Regional Director, ED at JPMorgan Chase | chakrie

Requirements

Bachelor's degree in Business, Finance, or a related field. Advanced degrees and professional credentials (e.g., CTFA, JD, CFA, MBA, CPA, ASA, AM, etc) are advantageous.
A minimum of 10 years of experience in trusts & estates, business valuation, investment management, private business advisory, legal, and/or accounting.
Proven ability to lead and manage a team of financial and other asset management professionals.
Detail-oriented with strong organizational skills and excellent oral and written communication abilities.
Proficient in conducting in-depth analyses and utilizing problem-solving skills to achieve desired outcomes.
Willingness to travel as necessary (less than 15%).

Responsibilities

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Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

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Skills & expertise

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

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Salary & benefits

A clear overview of what is expected, written by the people who posted it, with every detail you need to decide.

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

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