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 600 corporate clients, ranging from early‑stage start‑ups to established multinational corporations, JPMWS manages nearly $200 billion in assets for 650,000 corporate employee participants. Our team has over 600 experienced professionals in 17 locations worldwide.

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. You will be at the forefront of client and partner relationships, responsible for managing user and decision‑maker interactions, achieving revenue and growth targets, while 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.

• Develop and maintain robust relationships with assigned clients
• Engage with decision‑makers to deepen client relationships and build client loyalty
• Work with internal stakeholders and external partners to advocate for clients and provide creative solutions
• 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
• 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
• 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

• Bachelor's degree in Business or equivalent experience
• Experience in equity compensation.
• Proven experience in Relationship Management with global companies
• Proactive nature with a commitment to serving as a trusted advisor to customers
• Strong analytical and problem‑solving skills as well as consultative and negotiation skills
• Ability to collaborate across the organization and externally to drive change
• Ability to lead, prioritize and execute on multiple concurrent initiatives
• Strong ability to present compelling stories and ideas and relay strategy
• Exceptional personal, listening, written, and verbal communication skills
• Demonstrated success in building and nurturing multi‑level client relationships
• Ability to lead, motivate, and develop creative solutions to complex problems while managing multiple initiatives
• Strong understanding of customer requirements and ability to identify up‑sell and cross‑sell opportunities
• Willing to travel up to 10 percent of working time

• 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.

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. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business…