Workplace Solutions, Equity Plan Specialist

Workplace Solutions, Advisor Engagement Manager

New York, NY, United States

• Job Identification
• Job Category Product Development
• Business Unit Asset & Wealth Management
• Posting Date 24/06/2025, 14:57
• Locations 390 Madison Ave, New York, NY, 10017, US
• Job Schedule Full time
• Base Pay/Salary New York,NY $-$

Join J.P. Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You’ll play a key role in enabling the advisors to convert those participants into wealth management clients. If you are a collaborative team member, solutions-oriented team-member who consistently delivers best-in-class service, J.P. Morgan is the place for you.

As an Advisor Engagement Manager, you will lead the strategy and execution of training and practice management initiatives for Workplace Solutions advisors. You will work closely with advisors to instill a comprehensive understanding of equity awards and to optimize commercial reinvestment outcomes. Working in a complex, team-oriented, and fast-paced environment, you’ll partner with advisors, product teams, and operations to deliver a seamless and integrated experience for participants and advisors.

You should be a problem-solver with a client-first mindset, and inspiring confidence and trust among advisors and internal stakeholders.

• Design and implement comprehensive training and prequalification programs for advisors, ensuring alignment with the business’ strategic goals and enhancing advisor effectiveness.
• Prepare and facilitate engaging seminars and webcasts designed to help advisors position equity awards with participants across wealth levels, piquing interest in broader financial planning benefits.
• Develop and manage leads management processes, leveraging systems and tools to track advisor-to-participant engagement metrics and optimize conversion strategies.
• Collaborate with Workplace Solutions team members and broader firm stakeholders to seamlessly integrate advisors into the participant experience.
• Analyze data to refine and target training and lead management strategies, increasing advisor engagement.
• Provide ongoing support and coaching to field teams, ensuring successful adoption of enablement programs and sharing industry trends and best practices.
• Serve as a true expert in equity plan reinvestment strategies, articulating these nuances in an easy-to-understand format.

• Bachelor’s degree or equivalent.
• 5+ years of experience in the equity plan or workplace industry.
• FINRA Securities Industry Essentials, Series 7, and Series 63 licenses required for the position; candidates without licenses must obtain them within 90 days of start date.
• Proven ability to operate effectively in a matrix organization, managing tight deadlines and multiple stakeholders.
• Exceptional public speaking skills.
• Strong communications skills including active listening, the ability to assess needs and adapt approach in real-time, empathy, , and clear communication.
• Ability and willingness to travel (10-20% travel vs in-office anticipated) to deliver onsite seminars to advisors.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook.

• Experience in an advisor-facing role is highly preferred.
• Certified Equity Professional (CEP) certification is preferred.

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 banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive…