J.P. Morgan Asset & Wealth Management, with client assets of approximately $4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail investors across every major market worldwide. The division offers a broad range of investment management and advisory services across all major asset classes. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.
The Trusts & Estates Center of Excellence (COE) supports the Global Private Bank by driving consistency, quality, and risk discipline across trust and estate administration activities.
The Senior Product Associate Administration Oversight & Training supports the Trusts & Estates Center of Excellence by providing partnership, training coordination, and broad process awareness across administration oversight, procedures, and communications.
This role supports administration oversight and procedural governance in partnership with COE team members. However, the Senior Product Associate is expected to maintain strong end-to-end knowledge of trust and estate administration processes and to support continuity, risk awareness, and effective communication across the practice.
The role works closely with COE leadership and business partners, particularly Product Managers and Product Owners, to schedule, develop, and deliver trainings, and to maintain training materials, and ensure communications and reference content accurately reflect current practices and regulatory expectations. The individual also serves as a key point of contact for administration oversight and training-related inquiries.
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Trusts & Estates Center of Excellence (COE) Senior Product Associate Administration Oversight & Training • Albany, NY, United States
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