Workplace Solutions - Team Lead, Equity Plan Management

Posted Yesterday
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2 Locations
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Leads an Equity Plan Management team overseeing client employee share-plan operations, transaction processing, reconciliations, reporting, testing, documentation, and service quality. Responsibilities include coaching staff, managing client escalations, coordinating implementations, supporting software enhancements, monitoring profitability and customer satisfaction, collaborating with IT, HR, Product, vendors, and other business teams, and ensuring timely, accurate delivery of operational tasks.
Summary Generated by Built In

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.
Develop a strategy the team will use to reach its goal.
Monitor development status and provide/organise any training that team members need.
Communicate clear instructions to team members.
Gather, listen actively to team members' feedback and address concerns
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.
Manage the flow of day-to-day operations for the team including events and all recurring tasks
Interact with clients on operational transactions related to their share plan program in case of any escalation
Ensure the timely processing of operational transactions, including data management, reconciliation, processing, reporting and
problem solving.
Liaising with the client implementation team and on boarding of new clients to Global Shares software system as required.
Organize, develop and maintain procedural and process documentation related to client companies’ program(s) to ensure
accurate transaction processing and minimize risk.
Monitor, maintain and report on key information on each client’s revenue and profitability.
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
Assume responsibility to ensure user acceptance testing and regression testing is effective and carried out as required
Assist in identifying new system tools and enhancements to existing systems functionalities
Client liaison, business development, client presentations
Identify innovative client solutions and liaise with Product to contribute to effective and efficient software enhancements
Liaise with IT Support regarding any escalations related to processing and software execution problems for the team and clients
Provide regular reporting on team’s work.
Supporting internal projects across multiple teams and support other teams as required
Liaising with Third Party vendors as required
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 UsJ.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 TeamJ.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.​

Skills Required

  • Proven natural leadership skills
  • Excellent communication and listening skills
  • Proven numeric skills with a focus on data analysis
  • Ability to standardize and streamline processes and maintain appropriate documentation
  • Good Excel skills; advanced Excel skills preferred
  • Problem-solving skills and the ability to be innovative and proactive
  • Ability to self-motivate and work resiliently in a fast-paced environment while managing priorities and tight deadlines
  • Third-level degree in Business, Finance, or equivalent experience

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 — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

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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