Workplace Solutions, Advisor Engagement Manager

JOB DESCRIPTION

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.

Job responsibilities

• 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.

Required qualifications, capabilities, and skills

• 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.

Preferred qualifications, capabilities, and skills

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

ABOUT US


ABOUT THE TEAM

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.