Workplace Solutions, Head of Reinvestment

J.P. Morgan Workplace Solutions is redefining the equity compensation industry.  We are committed to delivering premier stock plan administration software and services, empowering our clients to attract and retain top talent. Our team is passionate about creating best-in-class experiences for both corporate clients and their employees.  Liquidity events represent a pivotal moment in an employee’s financial journey. The Head of Reinvestment ensures these moments translate into long-term client relationships, sustained AUM growth, and differentiated employer value propositions.  This role 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 our broader 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. 

This role will report directly to the Workplace Solutions Chief Commercial Officer and is based in New York, NY.

Job Responsibilities

1. 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. 

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. 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

•              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 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

 

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans