Bulge Bracket Investment Banks

Posted 12 days ago

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**Client Relationship Manager - VP - Workplace Solutions - Jersey City, NJ** - **Key Responsibilities:** Develop client relationships, especially those utilizing equity compensation programs, manage user and decision-maker interactions, achieve revenue targets, ensure client satisfaction, and stay informed about industry trends. - **Required:** Bachelor’s degree in Business or equivalent experience, proven experience in Relationship Management with global companies, strong analytical, negotiation, and problem-solving skills, exceptional communication skills. - **Preferred:** Experience with Cloud-Based software and project management, success-oriented mindset. - **Diversity & Inclusion:** J.P. Morgan Workplace Solutions fosters a diverse and inclusive environment, promoting collaboration, creativity, and professional growth.

Compensation: Not specified USD
City: Jersey City
Country: United States

Full Job Description

Location: Jersey City, NJ, United States

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

Required Qualifications, Skills, and Capabilities:

Bachelors 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

Preferred Qualifications, Skills, and Capabilities:

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

Join J.P. Morgan Workplace Solutions and be part of a team that values innovation, client satisfaction, and professional growth.

Full Job Description