Client Relationship Manager - VP - Workplace Solutions

JPMorgan Chase & Co.; Jersey City (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co., operating as J.P. Morgan Workplace Solutions (JPMWS), seeks a Client Relationship Manager to manage equity compensation programs for a diverse corporate client base.

You will drive relationships with decision-makers, lead client engagements, and collaborate across Sales, Implementations, Operations, and Service Desk to deliver customized equity solutions. The role emphasizes client satisfaction, revenue growth, and strategic planning with a focus on equity compensation

Qualifications

• Bachelor’s degree in Business or equivalent experience.
• Experience in equity compensation programs (stock plans, RSUs, ESPPs).
• Proven relationship management with global companies.
• Strong analytical, consultative, negotiation, and problem-solving skills.
• Collaborates across teams and drives organizational change.
• Excellent communication, presentation, and interpersonal abilities.

Responsibilities

• Develop and maintain robust relationships with assigned clients using equity compensation programs.
• Engage decision-makers to deepen relationships and act as subject matter expert on equity compensation.
• Collaborate with internal stakeholders to advocate for clients and optimize equity compensation plans.
• Partner with bankers on participant engagement and keep them informed of relationship status.
• Maintain client data in Dynamics and manage contracts, renewals, and price updates.
• Grow accounts and identify new value opportunities related to equity compensation.

Skills

Equity compensation

Relationship management

Client partnerships

Analytics

Negotiation

Cross-functional collaboration

Travel willingness

Education

Bachelor’s degree in Business or equivalent experience

Tools

Dynamics

Job description

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.