Wealth Management, Trust & Estates, Private Foundation Services Program Officer - VP
Accounting & Finance, Operations
Dallas, TX, USA
The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
The Private Foundations Services Team (PFS) of the J.P. Morgan Private Bank serves as a clearinghouse for the philanthropic interest of clients, offering guidance around family philanthropy. PFS facilitates over $150 million in annual giving on behalf of client foundations, working with hundreds of grantee partners of all sizes – from small grassroots organizations to major institutions. The PFS Team, comprised of Program Officers and Grants Managers provides guidance and support to clients and internal partners around grant making and family philanthropy. The group provides grant making services, assists in the development of funding strategies, and helps family members to define and carry out philanthropic legacies.
Responsibilities:
Manage multiple philanthropic portfolios for client foundations in a manner consistent with established goals and objectives
Review proposals, conduct meetings and site visits, analyze financial information, and make recommendations regarding grants
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Coordinate with multiple internal partners in local U.S. markets around grant making for foundations:
Develop efficiencies around grant making strategy;
Exercise various risk management procedures; and
Prepare and present (in various formats) grant recommendations for approval
Analyze issues and trends within program areas as they relate to the various foundations’ interests. Conduct and coordinate research, as necessary
Explore new aspects of current program areas as well as new areas of potential interest, and manage special projects
Maintain a strong professional and philanthropic network in order to enhance grant making, generate proposals, and inform program direction
Participate in efforts to educate and update JPMorgan colleagues in markets on foundations (e.g. IRS requirements, best practices)
Support new business development activities driven by in-market colleagues
Provide support for other PFS Program Officers, and on occasion, other members of the Bank on client-related special projects and philanthropic advisory services
Perform other tasks, as assigned
Skills:
Ability to prioritize, multi-task, and meet competing deadlines
Strong analytical skills and attention to detail
Ability to work within the constraints of a high-volume, corporate environment
Problem Solving/Risk Management – takes initiative, decisive, accountable, exhibits critical analysis and judgment
Client Servicing – client knowledge, client relationships, proactive communication
Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability to delegate, coaching and training
Ability to drive projects independently, as well as to be a team player
Qualifications:
Bachelor’s Degree required; related graduate Degree a plus
At least five years’ experience in the nonprofit and/or philanthropic organization is required, including experience in grant making
Experience as a skilled generalist preferred, with knowledge in one or more program areas (such as: animal welfare, early childhood education, and/or healthcare) and ability to develop subject matter expertise, as needed
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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.