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Firmwide Fiduciary and Conflicts of Interest Central Team – Fiduciary Training and Oversight Vice President

Job Description

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.
Departmental Description
Managing fiduciary activities is an integral part of our business. As such, the firmwide Fiduciary and Conflicts of Interest Program established a disciplined and structured approach to managing fiduciary activities. The bankwide fiduciary management operating model allows the firm to leverage the fiduciary expertise of the entire organization. The Central Team will work closely with all LOBs and Control functions to ensure a robust control environment and consistent management of fiduciary activities.
Core Responsibilities
Responsibilities include but are not limited to:
  • Provide ongoing support of the firmwide execution of Job Based Training, which includes but is not limited to the following activities:  
    • Support businesses on the execution of Job Based Training (e.g., assist with rolling-out, identifying and assigning training to additional staff members, new hires and transfers)
    • Develop and update training material to facilitate annual refresh of content and roll-out of  assessments
    • Review changes to baseline training with Business, Compliance, Legal and Risk as appropriate
    • Partner with the business to ensure annual training execution – development of plan, identify changes, preparing trainers, assisting with development/ review of business scenarios
    • Oversight and support of summary metrics reporting by each LOB
    • Create firmwide summary metrics of cross LOB results, which will inform updates necessary to base line training
  • Drive, socialize and maintain proposed changes to Fiduciary owned resources and reference materials – e.g., Business Procedural Guidance, Frameworks, and Fiduciary Intranet page
    • Understand any changes to the fiduciary regulation / standards and potential impact to Fiduciary Central Team owned materials
    • Determine impact of new cross LOB issues
    • Partner with control functions and Learning and Development to obtain appropriate feedback and approvals for proposed changes
  • Understand and manage the impact of other firmwide initiatives and existing programs to the Fiduciary Framework


  • Bachelor’s degree
  • Strong written and oral communications and influencing skills at all levels
  • Exceptional critical thinking, analytical, and problem solving skills
  • Global and bankwide perspective
  • Process oriented
  • Ability to work under tight deadlines and prioritize a large number of conflicting and frequently changing deliverables
  • Inquisitive and proactive in identifying risks and proposing solutions
  • Possess sense of urgency, intellectual curiosity, and resourcefulness
  • Strong team player who is easy to work with, shows commitment and dedication to personal development, and can maintain both a positive attitude and high level of performance on high demand/time-sensitive initiatives
  • Ability to interact with senior level audience
Desirable Skills / Experience
  • Vice President within the business, Operations, or controls organization
  • Working knowledge of a Fiduciary business, products/services and controls
  • Ability to connect dots, multi-task, and execute
  • A key contributing member of a high performing organization
  • Previous experience in training, learning and development preferred
  • Demonstrate effective facilitation skills
Req #: 160050262
Location: New York, NY US
Job Category: Project Management
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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