Erisa and Trust Oversight

1 month ago

Brooklyn, United States JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
Position Summary:
This role is to manage day to day activities involving ERISA and Trust clients and projects and to manage/run programs designed to improve the control environment, increase automation, and improve the client experience for fiduciary/ERISA clients.

As the ERISA and Trust Oversight (ETO) Vice President, you will interface daily with a wide array of areas internal (Product, Sales, Client Service, Product Development, Operations, Risk Management, Legal and Compliance) and external (clients, auditors, and regulatory agencies) to the bank. You must be able to think critically as well as identify and drive end to end solutions. The ETO Vice President must possess exceptional communication, interpersonal skills and be able to manage initiatives to drive change across the organization. A working knowledge of ERISA and OCC, CFR Part 9 regulations is important for the ability to perform in this position.

Job responsibilities:

- Ownership of the fiduciary account review process as well as a number of other regulatory required functions.
- Performing various processes and oversight responsibilities to fulfill our role as service provider for Trust and ERISA client, assessing issues to determine proper escalation and remediation path.
- Manage certain regulatory oversight roles and responsibilities.
- Act as Subject Matter Expert for trust and ERISA issues impacting the client base: Work with Sales, Client Service, Product, Operations and Technology on day to day matters and client queries.
- Liaise with Legal, Compliance and Risk to highlight any concerns and remediate problems.
- Participate with Oversight and Control to institute frameworks related to fiduciary, ERISA and Conflicts of Interest.

Required qualifications, capabilities, and skills:

- Knowledge of core and key fiduciary responsibilities pursuant to OCC’s CFR Part 9 and ERISA for directed trustees.
- Ability to navigate and assess risk situations impacting ERISA and Trust clients, working across a number of internal disciplines (Product Teams, Client Service, Technology, Operations, Legal and Compliance) to engage and drive a conclusion.
- Strong verbal and written communication skills, with ability to communicate effectively across multiple constituents and disciplines.
- Strong organizational skills to manage project, meet monthly, quarterly, annual deadlines and communication progress to management and other key stakeholders.

**ABOUT US**

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans

**ABOUT THE TEAM**

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

J.P. Morgan delivers investor solutions that help clients protect their portfolios, optimize

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