International Private Bank- Philanthropy Advisor- Associate

JPMorgan Chase • New York, NY • 5h ago

This is an exciting opportunity to join J.P. Morgan Private Advisory at the Private Bank - an integral part of wealth management and one that provides clients and prospects across the wealth spectrum with differentiated advice to help them navigate their financial lives. Morgan Private Advisory practices include: The Philanthropy Centre, Family Governance Advisory, Executive Advisory, Tax Strategy, Private Business Advisory, Family Office, Estate Disposition modelling among other areas of expertise.

Job Summary

The Philanthropy Centre (TPC) of the J.P. Morgan Private Bank enhances philanthropic impact by offering our clients and their families strategic and innovative advice, thought leadership and collaborative opportunities.

Job Responsibilities

In this role, TPC is looking for someone to work as a Senior Associate and serve as a Philanthropy Advisor for the International Private Bank in LATAM. Additionally, this role will help support and counsel ultra-high-net-worth clients with philanthropic intent who are looking to increase impact, collaborate with others and implement strategic philanthropic programs. As a member of the Philanthropy Centre, philanthropy advisors act as thought leaders in various sectors of philanthropy, nonprofit areas and public policy. Advisors also provide information on emerging trends in philanthropy through publications and organized forums for peer-to-peer learning opportunities.

Contribute to new business development for asset management, in collaboration with banking teams and product specialists by providing philanthropy advice. Work across a broad spectrum within the private bank, including: individuals and families; private foundations; donor advised funds; and public charity endowments.

Advise on best practices in philanthropic giving, including: trends in philanthropy; philanthropic vehicle selection; vision and mission statements; funding guidelines; operating procedures; governance matters; succession issues; and strategic grant making.

Advise on family-led decision making and coaching of next generation family members in philanthropic matters

Maintain a strong professional and community network and broad understanding of the target market community to build and maintain relationships with clients and prospects.

Plan, facilitate and speak at donor educational forums, board meetings and other client activities designed to highlight best practices in philanthropy

Lead/facilitate board trainings or meetings with clients and their families

Required Qualifications, Capabilities and Skills

Bachelor's degree

3+ years' experience in non-profit organization, foundation or related work

Experience in sales and marketing a plus, particularly if conducted within the financial industry/client advisor

Strong presentation skills, both written and oral

Fluent speaker and writer in Spanish and English.

Creative problem-solving abilities that generate new ideas and can adjust to meet changing needs

Ability to connect with a broad range of perspectives

Strong, clear judgment in addition to being a strong influencer and facilitator

Desire to work in a dynamic and fast paced corporate setting

Willingness to travel for business

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

Base Pay/Salary

New York,NY $150,000.00 - $160,000.00 / year

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