Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The New Business Review Officer (NBRO) partners with the Trust Practice to review, perform due diligence, evaluate, and onboard new trust and estate business, balancing commercial opportunity with prudent risk management. The NBRO provides a holistic view of new business opportunities, supports timely onboarding, identifies issues early, and guides internal partners to acceptance while adhering to firm risk standards. This role involves close collaboration with senior leadership, Trust Officers, Wealth Advisors, Bankers, Specialty Asset groups, and other team members. The NBRO may interact with outside attorneys to negotiate trust document terms, ensuring alignment of intent, fiduciary duty, operational feasibility, and firm risk standards. Responsibilities include reviewing trust and related legal documents, asset documentation, business formation instruments, and relevant facts for consistency with governing instruments, fiduciary roles, and administration. The role also involves reviewing and negotiating terms for acceptance documents, release and indemnification agreements, refunding agreements, and sub-agreements. Additionally, the NBRO will assist with reviewing and coordinating proposed trust decantings, modifications, and non-judicial settlement agreements.

Responsibilities

Review, perform due diligence, evaluate, and onboard new trust and estate business.
Provide a holistic view of new business opportunities.
Support timely onboarding of new business.
Identify document and administrative issues early.
Guide internal partners to acceptance with clear, practical guidance.
Collaborate with senior leadership, Trust Officers, Wealth Advisors, Bankers, Specialty Asset groups, and other integrated team members.
Interact with outside attorneys and negotiate terms of trusts and related documents.
Review trust and related legal documents, petitions, and court orders.
Review asset documentation and business formation and operating instruments.
Review relevant facts to ensure consistency with governing instruments, fiduciary roles, and trust administration.
Review and/or negotiate terms of documents for onboarding new business opportunities, including acceptance documents, release and indemnification agreements, refunding agreements, and sub-agreements.
Assist with the review and coordination of proposed trust decantings, trust modifications, and non-judicial settlement agreements.
Adapt to the evolving landscape of AI usage, learning and leveraging new tools and workflows.
Ensure responsiveness and effective collaboration with internal partners and outside counsel.
Ensure timely coordination, clear communication, and smooth onboarding of new business opportunities.

Requirements

Demonstrated willingness to adapt to the rapidly evolving landscape of AI usage in this role, including learning and appropriately leveraging new tools and workflows to improve quality, consistency, and timeliness—while adhering to applicable policies, risk standards, and confidentiality requirements.
Responsiveness is critical to working efficiently and effectively with all internal partners and outside counsel, ensuring timely coordination, clear communication, and smooth onboarding of new business opportunities.
Successful candidates demonstrate a combination of trust and estate expertise, document review capabilities, strong judgment, and a commercial orientation.
Background and Experience in Trust Administration.
Directed trust expertise, including strong knowledge of Delaware and Wyoming trust law, is preferred.
Experience with trust administration, account closing, settlement, and litigation is preferred.
JD from an ABA Accredited Law School is preferred.
Commercial/New Business Mindset, including demonstrated ability to support growth-oriented teams by delivering clear, timely guidance; navigating competing stakeholder priorities; and advancing high-quality opportunities through a disciplined, solutions-oriented review and acceptance process.
Strong Review Skills. Ability to review wills, trusts, asset documentation, legal documents, business formation/operating instruments, and relevant facts, and present an organized summary for next-level review.
Strong communication skills and ability to partner effectively with internal partners (including Bankers, Wealth Advisors, Investors, Specialty Assets, Legal, Risk, and Compliance) as well as outside counsel.
Flexibility/Adaptiveness: To meet the diversity and dynamics of new business opportunities, the individual in this role is expected to be competent (or gain competence) in the laws of an assigned market, familiar with the laws of all states, current on legislative and tax updates, and up to date on internal as well as industry-wide practices and policies.

Skills

Trust and estate expertise
Document review capabilities
Strong judgment
Commercial orientation
Trust administration
Directed trust expertise
Knowledge of Delaware and Wyoming trust law
Experience with trust administration, account closing, settlement, and litigation
Commercial/New Business Mindset
Ability to support growth-oriented teams
Delivering clear, timely guidance
Navigating competing stakeholder priorities
Advancing high-quality opportunities
Solutions-oriented review and acceptance process
Strong Review Skills
Review wills, trusts, asset documentation, legal documents, business formation/operating instruments, and relevant facts
Present an organized summary for next-level review
Strong communication skills
Ability to partner effectively with internal partners and outside counsel
Flexibility/Adaptiveness
Competence in the laws of an assigned market
Familiarity with the laws of all states
Current on legislative and tax updates
Up to date on internal as well as industry-wide practices and policies
AI usage in this role
Leveraging new tools and workflows
Responsiveness

Education Level

JD from an ABA Accredited Law School is preferred

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.

Equal Opportunity

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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans