Client Relationship Manager - VP - Workplace Solutions
Chase
Client Relationship ManagerJ.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 programsEngage with decision-makers to deepen client relationships and build client loyalty, serving as a subject matter expert on equity compensationWork with internal stakeholders and external partners to advocate for clients and provide creative solutions, especially in the design, administration, and optimization of equity compensation plansPartner with Bankers on participant engagement initiatives and ensure they are kept abreast of overall relationship statusBe responsible for creating and maintaining key client data in DynamicsBe responsible for client contract management, including renewals, amendments, price updates and product extensions, etc.Advocate for client and ensure that client escalations are resolvedEnsure client satisfaction through strategic planning, proactive communication, issue resolution, and performance measurement achievementsAchieve assigned targets for client retention and referenceabilityStay 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 changesBuild a network of equity compensation influencers and experts in equity compensationLead client presentations to review metrics and strategic planning in person as required by business goals, with the ability to clearly communicate complex equity compensation conceptsCollaborate with Sales, Implementations, Operations, and Service Desk teams to optimize client and employee supportActively grow existing accounts to identify new value creation opportunities, especially related to equity compensation solutionsRequired Qualifications, Skills, and Capabilities:Bachelor's degree in Business or equivalent experienceExperience in equity compensation, including hands-on experience with stock plans, RSUs, ESPPs, or similar programsProven experience in Relationship Management with global companiesStrong analytical, consultative, negotiation, and problem-solving skills, with the ability to develop creative solutions to complex challengesDemonstrated ability to collaborate across teams, lead and prioritize multiple initiatives, and drive organizational changeExceptional communication skills (personal, listening, written, and verbal), with the ability to present compelling ideas and strategiesProven success in building and nurturing multi-level client relationships, understanding customer needs, and identifying up-sell and cross-sell opportunitiesWillingness to travel up to 10% of the timePreferred Qualifications, Skills, and Capabilities:Experience with Cloud-Based softwareProject management experience with excellent organizational skillsSuccess-oriented mindset with a focus on customer satisfactionSuperior critical thinking, decision-making, and problem-solving skillsJoin J.P. Morgan Workplace Solutions and be part of a team that values innovation, client satisfaction, and professional growth.
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