Client Relationship Manager - VP

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 ...