JPMorganChase · 17 hours ago
Workplace Solutions, Advisor Engagement Manager
New York, NY
Full-time
Hybrid
Senior Level
$150K/yr - $285K/yr
5+ years expJ.P. Morgan is a leading financial institution offering innovative financial solutions. The Advisor Engagement Manager will lead the practice management strategy for advisors, focusing on training and optimizing client engagement.
Asset ManagementBankingFinancial Services
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
Qualification
Required
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
Experience in an advisor-facing role is highly preferred
Certified Equity Professional (CEP) certification is preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-16
2026-01-13
2026-01-08
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