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Freehold Township, New Jersey, United States · On-site
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$15/hr–$17/hr
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Full-time
bachelor degree
Comprehensive Health Care Coverage, On-site Health and Wellness Centers, Retirement Savings Plan, Backup Childcare, Tuition Reimbursement, Mental Health Support
Posted 14d ago
~40 hrs/week
Responsibilities
Manage and grow relationships with corporate clients, serving as a subject matter expert on equity compensation plans. Responsible for client retention, contract management, and collaborating with internal teams to optimize support and value creation.
Requirements
Requires a bachelor's degree and proven experience in relationship management and equity compensation programs like RSUs and ESPPs. Candidates must possess strong analytical skills and the ability to communicate complex financial concepts to decision-makers.
Full job description
Overview: J.P. Morgan Workplace Solutions (JPMWS) is seeking dynamic Client Relationship Managers to join our team. With a diverse client base of over 2000 corporate clients, ranging from early-stage start-ups to established multinational corporations, JPMWS manages nearly $370 billion in assets for 1.8 million corporate employee participants. Our team has over 600 experienced professionals in 17 locations worldwide.
Role Summary:
As a Client Relationship Manager (CRM) at Workplace Solutions, you will be a trusted partner to our clients, demonstrating tenacity, focus, and exceptional organizational skills. A deep understanding of equity compensation plans, including stock options, RSUs, ESPPs, and related programs, is essential for this role. You will be at the forefront of client and partner relationships, responsible for managing user and decision-maker interactions, achieving revenue and growth targets, and ensuring client satisfaction. The ideal candidate will exhibit ambition, resilience, a keen interest in understanding clients' business needs, and a strong technical orientation to customize solutions for diverse scenarios, particularly in the area of equity compensation.
Key Responsibilities:
Develop and maintain robust relationships with assigned clients, with a focus on those utilizing equity compensation programs
Engage with decision-makers to deepen client relationships and build client loyalty, serving as a subject matter expert on equity compensation
Work with internal stakeholders and external partners to advocate for clients and provide creative solutions, especially in the design, administration, and optimization of equity compensation plans
Partner with Bankers on participant engagement initiatives and ensure they are kept abreast of overall relationship status
Be responsible for creating and maintaining key client data in Dynamics
Be responsible for client contract management, including renewals, amendments, price updates and product extensions, etc.
Advocate for client and ensure that client escalations are resolved
Ensure client satisfaction through strategic planning, proactive communication, issue resolution, and performance measurement achievements
Achieve assigned targets for client retention and referenceability
Stay informed about industry trends to provide best practices and industry insights to clients and the organization, with a particular emphasis on equity compensation trends and regulatory changes
Build a network of equity compensation influencers and experts in equity compensation
Lead client presentations to review metrics and strategic planning in person as required by business goals, with the ability to clearly communicate complex equity compensation concepts
Collaborate with Sales, Implementations, Operations, and Service Desk teams to optimize client and employee support
Actively grow existing accounts to identify new value creation opportunities, especially related to equity compensation solutions
Required Qualifications, Skills, and Capabilities:
Bachelor’s degree in Business or equivalent experience
Experience in equity compensation, including hands-on experience with stock plans, RSUs, ESPPs, or similar programs
Proven experience in Relationship Management with global companies
Strong analytical, consultative, negotiation, and problem-solving skills, with the ability to develop creative solutions to complex challenges
Demonstrated ability to collaborate across teams, lead and prioritize multiple initiatives, and drive organizational change
Exceptional communication skills (personal, listening, written, and verbal), with the ability to present compelling ideas and strategies
Proven success in building and nurturing multi-level client relationships, understanding customer needs, and identifying up-sell and cross-sell opportunities
Willingness to travel up to 10% of the time
Preferred Qualifications, Skills, and Capabilities:
Experience with Cloud-Based software
Project management experience with excellent organizational skills
Success-oriented mindset with a focus on customer satisfaction
Superior critical thinking, decision-making, and problem-solving skills
Join J.P. Morgan Workplace Solutions and be part of a team that values innovation, client satisfaction, and professional growth.
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
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.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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