Role Details:
The Wealth Management Solutions business seeks to hire an experienced Managing Director to focus on international stock plan management, with opportunities to expand scope over time:
- Develop International Strategy: Formulate and implement a comprehensive strategy for international stock plan offerings and go-to-market initiatives.
- Promote Global Mission: Advocate for the Workplace Solutions mission both internally and externally, emphasizing international stock plan capabilities.
- Enhance Customer Experience: Ensure exceptional customer experience is prioritized across all lines of business, with a focus on international clients.
- Talent Management: Attract and retain key talent with expertise in international stock plans across the organization.
- Financial Oversight: Manage P&Ls, annual budgeting processes, and resource allocation with a focus on international operations.
- Competitive Analysis: Continuously evaluate the global competitive landscape to identify near and long-term needs, including potential differentiators in international markets.
- Prioritize Initiatives: Set priorities for initiatives and product development, particularly in international stock plan offerings.
- Industry Relationships: Develop strong relationships with industry influencers and international partners.
- Internal Collaboration: Build strong relationships with leadership teams across JPM, including ECM, Tech, and Operations, with a focus on international integration.
- Sales Support: Support sales efforts for key international prospects and franchise-level relationships.
Corporate Sales / Business Development:
- Drive corporate sales and B2B2C client relationships for international stock plans, particularly in regions where Global Shares seeks to expand.
- Develop a team of dedicated international workplace sales specialists.
- Cross-train sales teams on international stock plan offerings.
- Identify cross-selling opportunities in international markets.
- Engage with key stakeholders for cross-LOB corporate referrals partnerships
- Regional Delivery of Stock Plan Services:Ensure 'end-to-end' delivery of Stock Plan Services to grow and retain the regional client base.Manage the delivery and execution of global Stock Plan Services, ensuring alignment with strategic objectives.
- Client Relationship Management: Build and maintain strong relationships with key clients and partners to retain and renew clients.
- Grow Enterprise Value: Oversee regional sales teams to meet targets and revenue goals, developing strategies and monitoring performance for optimal effectiveness.
- Leadership and Team Development: Partner with the COO to manage local functions and operations teams. Establish regional management team structures and lead commercial and service teams to foster high performance and continuous improvement.
- Regional Cross-LOB Collaboration: Build and leverage internal relationships across AWM and the Commercial and Investment Bank.
- Regional Strategy: Partner with the CCO on target markets, country-level strategy, partner strategy, and product and pricing strategy. Collaborate with Product to ensure market alignment and drive innovation.
Qualifications:
- 15+ years’ experience in Share Plan Administration and/or Workplace leadership, with a focus on international markets, including several years at the Managing Director level or equivalent.
- Combination of sales and product management experience at a senior capacity, with international exposure.
- Knowledge of the full workplace landscape, including financial wellness, retirement solutions, share plans, and banking bundles, with an emphasis on international markets.
- Proven ability to rapidly grow new product offerings in international contexts.
- Strong influence and persuasion skills with Operating Committee members on strategic decisions.
- Experience with budget processes and strategic roadmap creation.
- Ability to influence stakeholders outside of direct reporting structures, particularly in international settings.
- Experience working with and influencing external clients during both product development and sales phases, with a focus on international markets.
- Some experience with digital solutions, especially regarding international workplace portals and apps.