Workplace Solutions Partner Lead — Private Bank (Corporate Focus)

TwinThread; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Job summary

TwinThread is searching for a Partner Lead for the Private Bank to drive origination of Workplace Solutions opportunities. You will leverage relationships with corporate clients and facilitate introductions to corporate buyers.

The ideal candidate has over 8 years in B2B business development, a strong grasp of employer benefits, and must travel 25–40% for corporate meetings. A competitive total rewards package is included, with benefits to meet diverse employee needs.

Qualifications

• 8+ years in B2B partner-led business development within wealth adjacencies or corporate benefits.
• Strong grasp of employer benefits buying centers (HR/Total Rewards/Finance).
• Proven success influencing without authority.

Responsibilities

• Build a coverage plan with PB regional leaders to map client affiliations.
• Identify corporate triggers for opportunities and orchestrate introductions.
• Maintain transparency in referral quality and conversion rates.
• Become the go-to for employer solutions in Private Bank.

Skills

B2B business development

Knowledge of employer benefits

Influencing in a matrixed environment

Executive presence

Job description

Drive origination of qualified corporate Workplace Solutions opportunities from within the Private Bank by leveraging relationships with business‑owning clients, corporate executives, family offices with operating companies, and board networks. Embed with PB coverage to surface employer needs and facilitate warm introductions to corporate buyers (CHRO, Total Rewards, CFO, Benefits Committee). This role focuses solely on corporate/employer opportunities and does not solicit or manage individual investor business.

Job Responsibilities

• Division partnership and coverage
  • Build a coverage plan with PB regional and market leaders focused on client ecosystems that include operating companies, boards, and PE/VC‑backed entities.
  • Engage Private Client Advisors, Wealth Partners, Family Office, and Business Owners & Executives coverage to map client corporate affiliations and identify employer decision makers.
  • Deliver enablement tailored to PB banker dialogues: employer value props, pre‑meeting briefs, and outreach scripts for introducing corporate retirement, equity plans, and enterprise financial wellness.
• Corporate Lead Generation
  • Identify corporate triggers: liquidity events, M&A, founder succession, new PE ownership, rapid hiring, plan renewals, and equity program transitions.
  • Orchestrate warm introductions to CHRO, Head of Total Rewards, CFO, Corporate Secretary, and Benefits Committee; ensure disciplined qualification and handoff to Workplace Solutions sales.
  • Partner with Family Office teams when portfolios include operating companies and with Trust/Lending when corporate transitions affect employee programs.
• Pipeline and governance
  • Maintain transparent attribution, stage discipline, and feedback loops with Workplace Solutions sales and PB leadership.
  • Track referral quality, conversion rates, buyer seniority, and time‑to‑first corporate meeting; iterate plays based on outcomes.
• Internal influence and trust building
  • Become the PB “go‑to” for employer solutions, bringing timely, relevant corporate ideas that enhance banker relationships with their clients’ companies.
  • Gather banker feedback to refine employer messaging, case studies, and timing of outreach around corporate events.
• Risk, conduct, and controls
  • Adhere to client consent requirements and information‑sharing protocols; protect personal information and respect any information barriers.

Required Qualifications, Skills and Capabilities

• 8+ years in B2B partner‑led business development within wealth adjacencies or corporate benefits; experience working with business owners/executives preferred.
• Strong grasp of employer benefits buying centers (HR/Total Rewards/Finance) and mid‑market to large‑cap needs.
• Proven success influencing without authority in a matrixed environment and building referral engines.
• Executive presence and ability to translate complex offerings into clear employer value.

Location and travel

• Based in key PB markets; travel 25–40% to priority offices and corporate meetings.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Join the Workplace Solutions team as a Partner Lead for the Private Bank