Head of Reinvestment & Wealth Growth

J.P. Morgan; New York (NY); On-site; USD 180,000 - 250,000; Full time

Job summary

A leading financial services firm based in New York is seeking a Head of Reinvestment. This senior leader will design and execute wealth reinvestment strategies, focusing on stock plan participants and driving asset growth through advisory engagements. The ideal candidate has over 12 years of experience in workplace and wealth management, with a strong understanding of equity compensation. This role encompasses strategic leadership, client engagement, and compliance, contributing significantly to enterprise growth and client satisfaction.

Qualifications

• 12+ years in Workplace, Stock Plan, Wealth Management, or Brokerage leadership roles.
• Proven success in driving asset capture strategies.
• Experience leading teams in a regulated financial environment.

Responsibilities

• Develop and execute participant engagement strategies.
• Own reinvestment pipeline and performance metrics.
• Collaborate with Product teams for innovative solutions.
• Develop targeted campaigns around vesting seasons.

Skills

Workplace leadership experience

Understanding of equity compensation lifecycle

Driving AUM growth

Cross-functional team leadership

Influencing C-suite stakeholders

Education

MBA or advanced degree in Finance or Business

Tools

FINRA licenses (Series 7, 24, 63/66)

Job description

A leading financial services firm based in New York is seeking a Head of Reinvestment. This senior leader will design and execute wealth reinvestment strategies, focusing on stock plan participants and driving asset growth through advisory engagements. The ideal candidate has over 12 years of experience in workplace and wealth management, with a strong understanding of equity compensation. This role encompasses strategic leadership, client engagement, and compliance, contributing significantly to enterprise growth and client satisfaction.