Wealth Planning Exec Director: Trusts & Tax Strategist

Posted 2 days ago

jpmorgan chaseNew York (NY)

Personal Financial Advisors Trusts, Estates, and Agency Accounts

SENIORITY

Manager

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About the role

JPMorgan Chase & Co. is seeking an Executive Director, Advanced Planner to lead complex wealth planning for individuals and entities, translating tax and estate concepts into client-ready guidance. You will collaborate with advisors and leadership to educate, engage, and execute strategies across investment, banking, and lending platforms, while staying current on federal and state laws and industry trends.

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.