Workplace Solutions, Head of Reinvestment

Job Summary J.P. Morgan Workplace Solutions is redefining the equity compensation industry. Our mission is to deliver premier stock plan administration software and services, empowering our clients to attract and retain top talent. This role, the Head of Reinvestment, ensures that liquidity events translate into long‑term client relationships, sustained AUM growth and differentiated employer value propositions. The position directly impacts enterprise growth, participant financial outcomes, and competitive positioning. Position Overview The Head of Reinvestment is a senior leader responsible for designing, executing and scaling wealth reinvestment strategies within the J.P. Morgan Workplace Solutions team. The role leads the strategy that converts stock plan key moments (e.g., RSU vestings) into long‑term asset‑growth advisory engagement, managed portfolios, retirement products and brokerage solutions. The role reports directly to the Workplace Solutions Chief Commercial Officer and is based in New York, NY. Job Responsibilities Reinvestment Strategy & Vision Develop and execute a comprehensive participant engagement strategy to ensure the seamless transition of equity plan participants as qualified leads to appropriate wealth management platforms. Establish and optimize processes for identifying, segmenting, and nurturing equity plan participants, ensuring high‑potential individuals are proactively connected with advisors. Drive asset retention and conversion into advisory, brokerage, retirement, and managed solutions. Establish reinvestment KPIs aligned with AUM growth and revenue targets. Revenue & Growth Leadership Own reinvestment pipeline and performance metrics (conversion rates, AUM capture, revenue yield). Lead initiatives to increase participant wallet share. Partner with Sales and Relationship Management teams to embed reinvestment strategies into client proposals and renewals. Identify new revenue streams tied to equity liquidity events. Product & Experience Innovation Collaborate with Product and Digital teams to build seamless post‑vest/exercise reinvestment pathways. Optimize digital nudges, automated workflows, and personalized reinvestment recommendations. Ensure retirement and wealth solutions are embedded into stock plan workflows. Champion the development and deployment of innovative tools and capabilities that empower advisors to identify, engage, and convert equity plan participants at scale. Client & Participant Engagement Develop targeted campaigns around vesting seasons and liquidity events. Oversee participant education strategies (financial wellness, tax planning, diversification). Partner with enterprise clients to position reinvestment as a value‑added benefit. Present reinvestment strategy to C‑suite stakeholders at corporate clients. Data, Analytics & Optimization Establish dashboards tracking AUM capture, retention, and participant behavior. Leverage predictive analytics to anticipate liquidity events and trigger engagement. Continuously test and refine conversion strategies through data‑driven experimentation. Leadership & Team Development Build and lead a high‑performing reinvestment organization. Foster a culture of collaboration and accountability across all participant‑facing teams, ensuring alignment with overall business growth and client engagement objectives. Establish performance management frameworks tied to reinvestment outcomes. Governance & Risk Management Ensure reinvestment strategies comply with regulatory requirements. Required Qualifications, Capabilities and Skills 12+ years in Workplace, Stock Plan, Wealth Management, or Brokerage leadership roles. Deep understanding of RSUs, ESPPs, Stock Options, and equity compensation lifecycle. Demonstrated success driving AUM growth and asset capture strategies. Experience leading cross‑functional teams in a regulated financial environment. Strong executive presence with the ability to influence C‑suite stakeholders. Preferred Qualifications, Capabilities and Skills FINRA licenses (e.g., Series 7, 24, 63/66) as applicable. Experience integrating wealth management / financial advisory solutions. MBA or advanced degree in Finance, Business, or related field. Background in large‑scale financial services transformation initiatives. Benefits We offer a competitive total rewards package including base salary, commission‑based pay and/or discretionary incentive compensation, cash and/or forfeitable equity. In addition, a comprehensive medical plan, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Equal Employment Opportunity Statement 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. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. #J-18808-Ljbffr