Client Relationship Manager - VP - Workplace Solutions

J.P. Morgan Workplace Solutions (JPMWS) is seeking dynamic Client Relationship Managers to join our team. With a diverse client base of over 2,000 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 consists of over 600 experienced professionals across 17 locations worldwide.

About the role

As a Client Relationship Manager (CRM) at Workplace Solutions, you will serve as 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. You will manage client and partner relationships, drive revenue and growth, and ensure client satisfaction by addressing their business needs with customized equity compensation solutions.

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, build loyalty, and serve as a subject matter expert on equity compensation.
• Collaborate with internal stakeholders and external partners to advocate for clients and provide creative solutions, particularly in the design, administration, and optimization of equity compensation plans.
• Partner with Bankers on participant engagement initiatives and ensure they are kept informed of overall relationship status.
• Create and maintain key client data in Dynamics.
• Manage client contracts, including renewals, amendments, price updates, and product extensions.
• Advocate for clients and resolve escalations.
• Ensure client satisfaction through strategic planning, proactive communication, issue resolution, and performance measurement.
• Achieve assigned targets for client retention and referenceability.
• Stay informed about industry trends to provide best practices and insights, with a focus on equity compensation trends and regulatory changes.
• Build a network of equity compensation influencers and experts.
• Lead client presentations to review metrics and strategic planning, clearly communicating 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.

Requirements

• 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.

Preferred Qualifications

• 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

JPMorgan Chase, 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. With a history spanning over 200 years, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Discretionary incentive compensation, including cash and/or forfeitable equity, awarded based on individual achievements and contributions.

Pay

Competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation.

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 spanning 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.