Workplace Solutions, Advisor Engagement Manager

Equity Plan Specialist

Join J.P. Morgan Workplace Solutions as an Equity Plan Specialist and play a pivotal role in shaping the financial futures of our clients. If you are a collaborative team member, solutions-oriented, and consistently deliver best-in-class client service, J.P. Morgan is the place for you!

As an Equity Plan Specialist, you will lead the strategy and delivery of educational initiatives, focusing on executive relationships within our equity plan business. You will work in a complex, team-oriented, and fast-paced environment with advisors, product partners, and operations teams to deliver a seamless and integrated employee participant experience across our workplace and broader firm products. In addition, you will need to be a problem-solver, possess a client-first mindset and inspire confidence and trust with your internal stakeholders and clients themselves. Delivering value-added equity education and referrals to our wealth management channels will be the hallmarks of your success.

Job Responsibilities

• Design and present tailored equity plan educational content to employee participants, with a special emphasis on executives. Highlight available wealth management products and services, effectively engaging audiences across diverse wealth levels.
• Serve as a true expert in the different types of equity vehicles, articulating these nuances in a professional, easy-to-understand format both written and verbally.
• Facilitate engaging in-person seminars and dynamic digital webcasts designed to help individuals understand their equity awards and pique interest in the benefits of broader financial planning.
• Identify and cultivate potential business opportunities between J.P. Morgan and employees to engage in broader wealth management products/services, serving as the gateway to broader financial solutions.
• Effectively collaborate with respective client-facing teams and internal business groups to deliver and execute results.
• Analyze data to adapt the educational curriculum to increase engagement.
• Leverage talents to lead or contribute to emerging areas of the business as we continuously broaden our business model.

Required Qualifications, Capabilities, and Skills

• University undergraduate degree or equivalent
• 5+ years experience in the equity plan or workplace industry
• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines involving multiple stakeholders
• Exceptional public speaking skills
• Active listening skills, including: assessment of needs, compassion and understanding, ability to change approach/delivery in real-time, and communicate in terms people can relate to and understand
• Ability and willingness to travel (30-50% travel vs in-office anticipated) to deliver onsite seminars to employees
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Preferred Qualifications, Capabilities, and Skills

• Certified Equity Professional (CEP) certification highly preferred
• Exposure to a wide array of financial products