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The Wealth Planning team at The Haverford Trust Company is responsible for delivering high-quality, scalable planning and expertise that protect and grow clients’ investment portfolios and support complex, multi-generational needs. As VP, Director of Wealth Planning, you report to and partner closely with the VP, Director of Portfolio Management, with primary responsibility for leading and developing the wealth planning team, serving as senior escalation on complex cases, and integrating planning, governance, and risk management into Portfolio Manager-owned client strategies while promoting Haverford’s expertise externally.

In addition, this role is expected to provide strategic partnership in advancing the firm’s trust and estate planning capabilities. This includes partnering closely with Trust Services to leverage the team’s expertise and position the team as a proactive, advice-driven group focused on delivering high-value estate planning strategies.

The VP, Director of Wealth Planning Strategy position requires a senior practitioner with deep expertise in trust and estate planning—ideally with experience as a practicing attorney or in a fiduciary/trust environment—who can elevate the firm’s technical capabilities, influence internal teams, and position Haverford as a leading advisor to high net worth and ultra-high net worth clients and their families.

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Kathleen Kinne (Hiring Manager) #302-634-2197  Kathleen.S.Kinne@jpmorgan.com

Job Description

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial role in delivering our Trusts and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, communicating with beneficiaries and co-trustees, and handling ongoing day to day administration of accounts. You will also be responsible for risk management, client relationship management, and personal development and training. This role provides an opportunity to develop your skills in the trust and estates industry, work with a diverse range of clients, and contribute to a team with a long history of excellence in serving as a corporate fiduciary for families.

Job Responsibilities:

• Work with the Account Opening Group to open estate or trust accounts.
• Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures.
• Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
• Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues.
• Work with Tax Officers and trust counsel to resolve tax issues
• Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm’s fiduciary duties and to provide  superior client service.
• Assist Trust Officer to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community.
• Develop, retain and deepen client relationships.
• Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business.  This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts.

Required Qualifications, Skills and Capabilities

• Bachelor’s degree required 
• Relevant years of experience in the trust and estates industry
• Experience in the administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
• Client Servicing – client knowledge, client relationships, proactive communication
• Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability to delegate, coaching and training

Preferred Qualifications, Skills and Capabilities

• Knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration.
• Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice 
• Great role for recent law school graduates

Please apply online at JP Morgan’s website-  https://jpmc.fa.oraclecloud.com/fscmUI/redwood/internalmobility/opportunitymarketplace/job-apply?requisition_number=210741430&p_called_from=ORA_JOB_DETAILS

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

Employer Description

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.

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

Kathleen Kinne (Hiring Manager) #302-634-2197  Kathleen.S.Kinne@jpmorgan.com

Job Description

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. When J.P. Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust.

Job Summary

As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services. Your role will be crucial in maintaining our reputation as a leading global financial services firm.

Job Responsibilities 

• Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
• Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
• Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
• Work with Tax Officers and trust counsel to resolve tax issues
• Address questions raised by beneficiaries, co-trustees and their advisors
• Work in a team-based environment
• Develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the grantor’s purposes and meet the needs of the beneficiaries. Trust Officers have responsibility to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm’s fiduciary duties and to provide superior client services
• Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM’s role, the risks inherent in the structure and underlying assets, and the client’s expectations
• Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation

Required Qualifications, Skills and Capabilities

• Bachelor’s Degree required
• In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
• Minimum of 7 years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm
• Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration

Preferred Qualifications, Skills and Capabilities

• MBA or other advanced degree is a plus; J.D. preferred
• Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus

Apply online at JP Morgan’s website -   https://jpmc.fa.oraclecloud.com/fscmUI/redwood/internalmobility/opportunitymarketplace/job-apply?requisition_number=210686515&p_called_from=ORA_JOB_DETAILS

Employer Description

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.

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

Organization Description

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 Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration. This position may work with other officers on large, complex family relationships and also support specialized fiduciary, compliance and illiquid asset functions for the business unit.

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You are an experienced and prudent wealth planner with tremendous empathy. You can have conversations with clients about what truly matters in their lives, and you know how to line up, protect, and grow their assets to provide for rainy days and bright futures. Data-based and tech savvy, you have the know-how to make wealth planning crystal clear for clients on paper, plus you have skills to connect with clients in person and help them deeply understand how to add value to their financial lives. Furthermore, your knowledge base and wealth planning acumen are so sharp . . . that you are in high demand; all of your colleagues want you to work with their clients!

POSITION DESCRIPTION

The Wealth Planning Team at The Haverford Trust Company is responsible for tailoring customized financial and estate plans to a client’s unique financial situation and goals. The Wealth Planner reports to and partners closely with the VP, Director of Wealth Planning. The primary responsibilities of the Wealth Planner are to manage and serve our existing clients’ wealth planning needs and to nurture new relationships. This position requires frequent client interaction as well as close collaboration with internal contacts at all levels of the organization.

ABOUT HAVERFORD TRUST

The Haverford Trust Company was founded in 1979, and our commitment to quality remains the cornerstone of our success. The Haverford Quality Investing® philosophy is supported by the expertise and integrity of our people, not to mention the reputation and track record of our company. As of December 31, 2025, we had $16.4B in assets under management or consultation.

While Haverford has experienced significant growth in recent years, our commitment to strong company culture has never wavered. With a company-wide Monday Morning Meeting to kick off the week, monthly happy hours and events, informal breakfasts with the President and CEO, Haverford has a powerful and unique culture. Meet our team, and you will quickly see that every person is aligned with Haverford’s core values of quality, integrity, respect, discipline, community, and optimism!

CLICK HERE FOR MORE INFORMATION AND TO APPLY

Gadsden Schneider & Woodward LLP is a boutique trust and estate law firm serving high-net-worth individuals and families. We are seeking an experienced Associate Attorney with substantial estate administration experience - including preparation and oversight of Pennsylvania inheritance tax returns (PA-1500) and Federal Estate Tax Returns (Form 706) - to manage sophisticated estate and trust matters from inception through closing.

This position offers significant responsibility, professional autonomy, direct client engagement, and the opportunity to serve in a leadership role within a highly collaborative and respected firm.

Position Overview

The Associate Attorney will play a central role in the firm's estate and trust administration practice. The successful candidate will independently manage complex taxable and non-taxable estate matters, serve as a primary advisor to fiduciaries and beneficiaries, and provide technical guidance on estate and inheritance tax compliance.

This role also includes mentoring and supervising junior paralegals within the estate administration team, helping to develop internal processes and maintain the firm's high standards of accuracy and service.

Primary Responsibilities

• Independently manage the administration of estates and trusts from opening through closing.
• Prepare and/or supervise the preparation of Pennsylvania inheritance tax returns (PA-1500) and Federal Estate Tax Returns (Form 706).
• Provide substantive legal analysis regarding estate tax elections, valuation issues, and post-mortem planning opportunities.
• Draft probate petitions, court filings, accountings, and closing documents.
• Serve as a primary point of contact for fiduciaries, beneficiaries, financial institutions, and advisors.
• Coordinate with accountants, financial advisors, appraisers, and court personnel to ensure timely and accurate filings.
• Identify and resolve complex administrative or tax issues proactively.
• Mentor and supervise junior paralegals, providing training and oversight to ensure high-quality work product.
• Track deadlines, manage workflow, and maintain efficient administration systems.

Qualifications

• J.D. from an accredited law school and admission to practice in Pennsylvania (or eligibility for prompt admission).
• Minimum of 3–6+ years of law firm experience in estate and trust administration, including significant experience with PA-1500 and Form 706 preparation.
• Demonstrated ability to manage estate matters independently from beginning to end.
• Strong understanding of federal and Pennsylvania estate and fiduciary income tax principles.
• Exceptional organizational skills and attention to detail.
• Professional judgment, client-facing confidence, and strong written and verbal communication skills.
• Interest in long-term growth within a boutique trust and estate practice.

Why Join Gadsden Schneider & Woodward

• Highly respected boutique firm focused exclusively on estate planning, trust administration, and wealth preservation.
• Collegial, professional, and supportive firm culture.
• Meaningful client work with high-level responsibility.
• Opportunity to build technical depth in sophisticated estate tax matters.
• Competitive compensation and benefits, commensurate with experience.
• Long-term growth opportunity for a committed professional.

Interested? Please submit your resume, cover letter, and desired salary to klaughman@gsw-llp.com for consideration.

Gadsden Schneider & Woodward LLP is a boutique trust and estate law firm serving high-net-worth individuals and families. We are seeking an experienced Estate Administration Paralegal to manage sophisticated estate and trust matters from inception through closing.

This position offers meaningful responsibility, professional autonomy, direct client engagement, and the opportunity to become a valued long-term member of a highly collaborative and respected firm.

Position Overview

The Estate Administration Paralegal plays a central role in the firm's estate and trust administration practice. The successful candidate will independently manage complex matters, serve as a primary point of contact for clients and fiduciaries, and ensure all aspects of administration are handled efficiently, accurately, and with exceptional service.

Primary Responsibilities

• Serve as the primary point of contact for clients, beneficiaries, fiduciaries and financial institutions, providing clear communication and exceptional service throughout the administration process.
• Independently manage the administration of estates and trusts.
• Draft probate petitions, notices, correspondence, and closing documents.
• Identify and gather estate assets; prepare and maintain detailed inventories.
• Prepare Pennsylvania inheritance tax returns, federal estate tax returns, and fiduciary accountings.
• Maintain financial records used in the preparation of tax returns and accountings.
• Coordinate with attorneys, accountants, financial advisors, and court personnel to ensure timely and accurate filings.
• Track deadlines, manage workflows, and proactively identify issues before they arise.

Qualifications

• Minimum of 5 years of direct experience in estate and trust administration, including managing matters independently from beginning to end.
• Bachelor's degree, paralegal certificate, or equivalent professional experience.
• Strong proficiency with Microsoft Word, Excel, and Outlook.
• Experience with fiduciary accounting software (Lackner preferred).
• Exceptional organizational skills, attention to detail, and ability to manage multiple matters simultaneously.
• Professional communication skills and a high level of client service orientation.
• Ability to work independently while contributing as part of a collaborative team.

Why Join Gadsden Schneider & Woodward

• Highly respected boutique firm focused exclusively on estate planning, trust administration, and wealth preservation.
• Collegial, professional, and supportive firm culture.
• Meaningful client work with high-level responsibility.
• Competitive compensation and benefits, commensurate with experience.
• Long-term growth opportunity for a committed professional.

Interested? Please send your resume with a cover letter and your desired salary to klaughman@gsw-llp.com.