What are the responsibilities and job description for the Client Relationship Manager - VP position at JPMorganChase?
Job Description
Overview: 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
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Overview: 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
- 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
- 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
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Salary : $90,000 - $140,000