Wealth Management Solutions, Grants Manager, Private Foundation Services, Associate

The Private Foundations Services Team (PFS) at J.P. Morgan Private Bank collaborates with foundation principals and decision-makers as trustee, co-trustee, or agent. Our mission is to preserve the foundation's favorable tax status by expertly navigating complex regulations, while managing the administrative and operational responsibilities of foundation management. Our team consists of seasoned professionals with decades of experience in nonprofit management and grantmaking, overseeing over 10,000 grant requests annually. As part of the Private Bank, we offer clients a vast professional and in-house network, empowering them to make impactful contributions to their communities and the world.

PFS facilitates nearly $400 million in annual giving for client foundations, partnering with a diverse range of grantees-from grassroots organizations to major institutions-across various program areas. Our team, including Program Officers and Grants Managers, provides guidance and support to clients and internal partners in grant making and family philanthropy. We offer grant making services, assist in developing funding strategies, and help family members and decision-makers define and execute philanthropic legacies.

Responsibilities:

• Manage the grants administration process for multiple philanthropic portfolios, ensuring alignment with established goals and objectives.
• Innovate and implement new methods to enhance the performance of grants administration functions.
• Maintain the accuracy and integrity of the grants database.
• Generate grants-related correspondence, including award, installment, grant agreement, and declination letters.
• Process grant payments and ensure efficient tracking of payments.
• Respond to general program inquiries via phone/email.
• Collaborate with internal partners across U.S. markets to optimize grant making strategies, manage risks, and prepare/present grant recommendations for approval.
• Support PFS Program Officers, Grants Managers, and other Bank members on client-related special projects and philanthropic advisory services.
• Perform additional tasks as assigned.

Skills:

• Excellent oral and written communication skills.
• Ability to prioritize, multi-task, and meet competing deadlines.
• Strong analytical skills and attention to detail.
• Capability to work within a high-volume, corporate environment.
• Problem-solving and risk management skills, including initiative, decisiveness, accountability, and critical analysis.
• Client servicing skills, including client knowledge, relationship building, and proactive communication.
• Teamwork and personal effectiveness, including clear communication, time management, adaptability, delegation, coaching, and training.
• Ability to drive projects independently and collaborate effectively as a team player.

Experience:

• Undergraduate degree required.
• Preferred experience in fiduciary and investment operations, accounting, paralegal work, grant administration, or nonprofit organization employment.

ABOUT US

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

ABOUT THE TEAM

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.

Client-provided location(s): New York, NY

Job ID: JPMorgan-210649647

Employment Type: FULL_TIME

Posted: 2025-07-26T11:57:44