Workplace Solutions - Team Lead, Equity Plan Management

Role Summary

JP Morgan Workplace Solutions are currently seeking and Equity Plan Management Team Lead, the aim of the role will involve providing leadership, coaching and development. As well as offer guidance, instruction and direction regarding the service delivery to corporate client. The successful candidate will deliver effective communication and collaboration with the wider business to maximise quality of service. Motivate the team to use their knowledge and skills to achieve the shared common goals.

Responsibilities

• Lead an Equity Plan Management team, who will be responsible for customer satisfaction and task deliverables.
• Develop a strategy the team will use to reach its goal.
• Monitor development status and provide/organise any training that team members need.
• Communicate clear instructions to team members.
• Gather, listen actively to team members' feedback and address concerns
• Monitor team members' performance to ensure high level of quality in service delivery
• Actively manage and supervise a portfolio of companies operating employee share plans within a team framework.
• Manage the flow of day-to-day operations for the team including events and all recurring tasks
• Interact with clients on operational transactions related to their share plan program in case of any escalation
• Ensure the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
• Liaising with the client implementation team and on boarding of new clients to Global Shares software system as required.
• Organize, develop and maintain procedural and process documentation related to client companies' program(s) to ensure accurate transaction processing and minimize risk.
• Monitor, maintain and report on key information on each client's revenue and profitability.
• Ensure and continue to enhance customer satisfaction to the highest standards measured the customer satisfaction survey
• Take an active role of coordination, support and collaboration with other business areas
• Assume responsibility to ensure user acceptance testing and regression testing is effective and carried out as required
• Assist in identifying new system tools and enhancements to existing systems functionalities
• Client liaison, business development, client presentations
• Identify innovative client solutions and liaise with Product to contribute to effective and efficient software enhancements
• Liaise with IT Support regarding any escalations related to processing and software execution problems for the team and clients
• Provide regular reporting on team's work.
• Supporting internal projects across multiple teams and support other teams as required

Liaising with Third Party vendors as required

Active work with HR, use of HR tools and carry out general HR activities.

• Required Qualifications, Skills and Abilities
• Proven natural leadership skills
• Excellent communication & listening skills
• Proven numeric skills with focus on data analysis
• Standardisation, streamlining of processes and appropriate documentation
• Good and preferably advanced Excel skills
• Demonstrate problem solving skills with an ability to be innovative & pro- active to achieve high efficiency and profitability
• Self-motivating and resilience to fast-paced environment, manage priorities adhering to tight deadlines
• Preferred Qualifications, Skills and Abilities
• Third level degree in Business/Finance or equivalent experience preferred

About the Company

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

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 that span 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.