Head of Reinvestment — Wealth Growth & AUM Strategy

JPMorgan Chase & Co.; New York (NY); On-site; USD 230,000 - 330,000; Full time

Benefits offered by this job

Bonus program

Job summary

JPMorgan Chase & Co. in New York, NY seeks a visionary Head of Reinvestment to design and scale wealth reinvestment strategies around equity plan events.

You will convert vesting insights into long-term advisory engagements, managed portfolios, retirement products, and brokerage solutions to deepen client relationships. You will report to the Workplace Solutions Chief Commercial Officer, lead a high-impact team, and collaborate with product, digital, and sales groups to embed reinvestment across

Qualifications

• 12+ years in Workplace, Stock Plan, Wealth Management, or Brokerage leadership roles
• Understanding of RSUs, ESPPs, Stock Options, and equity compensation lifecycle
• Demonstrated success driving AUM growth and asset capture strategies
• Experience leading cross-functional teams in a regulated financial environment
• Strong executive presence with ability to influence C-suite stakeholders

Responsibilities

• Develop and execute a comprehensive participant engagement strategy to ensure the seamless transition of equity plan participants as qualified leads to appropriate wealth management platforms.
• Establish and optimize processes for identifying, segmenting, and nurturing equity plan participants, ensuring high-potential individuals are proactively connected with advisors.
• Drive asset retention and conversion into advisory, brokerage, retirement, and managed solutions.
• Establish reinvestment KPIs aligned with AUM growth and revenue targets.
• Own reinvestment pipeline and performance metrics (conversion rates, AUM capture, revenue yield).
• Lead initiatives to increase participant wallet share.
• Partner with Sales and Relationship Management teams to embed reinvestment strategies into client proposals and renewals.
• Identify new revenue streams tied to equity liquidity events.

Job description

JPMorgan Chase & Co. in New York, NY seeks a visionary Head of Reinvestment to design and scale wealth reinvestment strategies around equity plan events.

You will convert vesting insights into long-term advisory engagements, managed portfolios, retirement products, and brokerage solutions to deepen client relationships. You will report to the Workplace Solutions Chief Commercial Officer, lead a high-impact team, and collaborate with product, digital, and sales groups to embed reinvestment across