JPMC
As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration and settlement of trusts, serving as the primary point of contact for clients, internal partners, and outside intermediaries. This role involves interpreting trust instruments, managing distributions, and resolving legal, tax, and investment issues to ensure proper settlement while minimizing risk. The position also requires identifying cross-selling opportunities and participating in projects related to internal Trust & Estates practices.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
24% above the average for this role