Client Relationship Manager VP
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Job Location:
Nashville, IN - USA
Monthly Salary:
$ 90000 - 140000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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 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 clientswith a focus on those utilizing equity compensation programs
- Engage with decision-makers to deepen client relationships and build client loyaltyserving as a subject matter expert on equity compensation
- Work with internal stakeholders and external partners to advocate for clients and provide creative solutionsespecially 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 organizationwith 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 goalswith 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 opportunitiesespecially 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.
Required Experience:
Exec
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
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 ov ... View more
