Job Description

Job Description

Are you a highly motivated lawyer with a passion for trusts and estates law? At JPMorgan Chase & Co., we offer you the opportunity to join a nationally recognized legal team, where you can specialize in areas like tax, charitable, digital, or regulatory matters. Work alongside experienced professionals in a collegial environment, and contribute to cutting-edge legal solutions. If you value inclusivity and professional growth, we want to hear from you.

As a US Trusts & Estates Attorney - Vice President, Assistant General Counsel in our Trust & Estates legal team, you will be part of a small, dynamic team of experienced lawyers. You will have the opportunity to become a specialist in focused areas impacting the trusts and estates business, while interacting daily with JPMorgan’s Trust & Estate professionals. This role offers a unique chance to work on a wide variety of legal topics in a supportive and inclusive environment.

The Legal Department at JPMorgan Chase & Co. manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.  Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services. As trusted advisors, we help the firm’s clients while also safeguarding the integrity of the firm.  We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we would like to hear from you.

Job Responsibilities:

• Provide legal advice and support to the US Trusts & Estates business.
• Research and analyze US state statutes, common law, and state-specific variations of uniform laws.
• Interpret estate and trust account documentation and draft forms for administration.
• Analyze issues related to charitable fiduciary accounts, oil & gas, minerals, and tax matters.
• Manage engagements of external counsel and oversee analysis and deliverables.
• Advise on laws and regulations applicable to the Private Bank’s US corporate trustee entities.
• Collaborate with the legal team, business units, and support functions on projects and initiatives.
• Ensure compliance with 12 CFR Part 9 regulatory issues.
• Foster a diverse, inclusive, and respectful work environment.
• Escalate issues appropriately and work independently.
• Communicate effectively with stakeholders.

Required Qualifications, Capabilities, and Skills:

• Juris Doctor or educational equivalent required.
• Minimum of 4 years of relevant trust and estate law firm, financial institution, or comparable experience.
• Licensed to practice law and in good standing in the state of employment.
• Strong interpersonal, analytical, and problem-solving skills.
• Excellent oral and written communication skills.
• Ability to handle a wide variety of issues in an organized and prioritized manner.

Preferred Qualifications, Capabilities, and Skills:

• Experience in tax, charitable, digital, or regulatory matters.
• Ability to work independently and escalate issues appropriately.
• Strong attention to detail and organizational skills.
• Experience managing external counsel engagements.
• Familiarity with laws and regulations affecting corporate trustee entities.
• Commitment to fostering a diverse and inclusive work environment.
• Ability to collaborate effectively with cross-functional teams.

All candidates for roles in the Legal department must be licensed to practice law in the country of employment and successfully complete a conflicts of interest clearance review prior to commencement of employment.

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

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

With large, global operations, the Legal team tackles complex issues and helps shape the regulations that affect the businesses. The group is organized into practice groups that align with the lines of business and corporate staff areas, which encourages collaboration on legal, regulatory and business developments as they arise.

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