Workplace Solutions - Equity Plan Management Team Lead

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Hybrid
Financial Services
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The Role
Job Description
JP Morgan Workplace Solutions are currently seeking and Equity Plan Management Team Lead, the aim of the role will involve providing leadership, coaching and development. As well as offer guidance, instruction and direction regarding the service delivery to corporate client. The successful candidate will deliver effective communication and collaboration with the wider business to maximise quality of service. Motivate the team to use their knowledge and skills to achieve the shared common goals.
Responsibilities
Lead an Equity Plan Management team, who will be responsible for customer satisfaction and task deliverables.
  1. Develop a strategy the team will use to reach its goal.
  2. Monitor development status and provide/organise any training that team members need.
  3. Communicate clear instructions to team members.
  4. Gather, listen actively to team members' feedback and address concerns
  5. Monitor team members' performance to ensure high level of quality in service delivery

Actively manage and supervise a portfolio of companies operating employee share plans within a team framework.
  1. Manage the flow of day-to-day operations for the team including events and all recurring tasks
  2. Interact with clients on operational transactions related to their share plan program in case of any escalation
  3. Ensure the timely processing of operational transactions, including data management, reconciliation, processing, reporting and
  4. problem solving.
  5. Liaising with the client implementation team and on boarding of new clients to Global Shares software system as required.
  6. Organize, develop and maintain procedural and process documentation related to client companies' program(s) to ensure
  7. accurate transaction processing and minimize risk.
  8. Monitor, maintain and report on key information on each client's revenue and profitability.
  9. Ensure and continue to enhance customer satisfaction to the highest standards measured the customer satisfaction survey

Take an active role of coordination, support and collaboration with other business areas
  1. Assume responsibility to ensure user acceptance testing and regression testing is effective and carried out as required
  2. Assist in identifying new system tools and enhancements to existing systems functionalities
  3. Client liaison, business development, client presentations
  4. Identify innovative client solutions and liaise with Product to contribute to effective and efficient software enhancements
  5. Liaise with IT Support regarding any escalations related to processing and software execution problems for the team and clients
  6. Provide regular reporting on team's work.
  7. Supporting internal projects across multiple teams and support other teams as required
  8. Liaising with Third Party vendors as required
  9. Active work with HR, use of HR tools and carry out general HR activities.

Required Qualifications, Skills and Abilities
  • Proven natural leadership skills
  • Excellent communication & listening skills
  • Proven numeric skills with focus on data analysis
  • Standardisation, streamlining of processes and appropriate documentation
  • Good and preferably advanced Excel skills
  • Demonstrate problem solving skills with an ability to be innovative & pro- active to achieve high efficiency and profitability
  • Self-motivating and resilience to fast-paced environment, manage priorities adhering to tight deadlines

Preferred Qualifications, Skills and Abilities
  • Third level degree in Business/Finance or equivalent experience preferred

About Us
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.
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.

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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