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.
About UsWe 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
Skills Required
- Bachelor's degree in Business or equivalent experience
- Experience in equity compensation, including stock plans, RSUs, ESPPs, or similar programs
- Proven experience in Relationship Management with global companies
- Strong analytical, consultative, negotiation, and problem-solving skills
- Demonstrated ability to collaborate across teams, lead and prioritize multiple initiatives, and drive organizational change
- Exceptional communication skills (listening, written, and verbal) and presentation ability
- Proven success in building and nurturing multi-level client relationships and identifying up-sell/cross-sell opportunities
- Willingness to travel up to 10% of the time
- Strong technical orientation to customize solutions for equity compensation scenarios
- Experience creating and maintaining key client data in Dynamics (Microsoft Dynamics)
- Client contract management experience, including renewals, amendments, price updates and product extensions
- Experience with Cloud-Based software
- Project management experience with excellent organizational skills
- Superior critical thinking, decision-making, and problem-solving skills
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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