Workplace Solutions - Team Lead, Equity Plan Management

JPMorgan Chase & Co.; Cork; On-site; EUR 70,000 - 95,000; Full time

Job summary

JP Morgan Workplace Solutions is seeking a Equity Plan Management Team Lead to provide leadership, coaching and development for the team, guiding service delivery to corporate clients and ensuring high-quality outcomes. You will motivate the team, coordinate with client implementation and HR, monitor performance, and drive process improvements to maximise client satisfaction and profitability.

This role requires strong communication, data analysis skills, and the ability to implement new tools

Qualifications

• Proven leadership and people-management skills.
• Excellent communication and listening abilities.
• Strong numeric and data-analysis capabilities.
• Experience in standardising and documenting processes.
• Proficient in Excel and data tools.
• Proactive problem-solving to improve efficiency and profitability.
• Ability to manage priorities in a fast-paced environment.

Responsibilities

• Lead an Equity Plan Management team focused on customer satisfaction and deliverables.
• Develop strategy for team goals and monitor progress.
• Organise training and development for team members as needed.
• Provide clear instructions and gather feedback from the team.
• Monitor performance to maintain high-quality service delivery.
• Supervise client operations related to employee share plans and day-to-day tasks.
• Collaborate with client implementation and HR teams to onboard new clients.

Skills

Leadership

Communication

Data analysis

Process standardisation

Excel

Problem solving

Prioritisation

Education

Third level degree in Business/Finance

Tools

Excel

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.
• 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