The role involves managing client relationships, conducting legal and tax research, and preparing tailored reports on employee share plans. It requires excellent communication skills and collaboration with various internal teams to enhance client offerings and expand the client base.
Job Description
Equity Intelligence helps companies navigate the complex global landscape for equity compensation plans. As part of the Workplace Solutions business within J.P. Morgan, we provide clients with legal, regulatory and tax information to explain the regulations that apply in each country where they operate their incentive plans. Equity Intelligence is an additional, optional service which complements the administration services provided by Workplace Solutions.
This is a client-facing role that combines legal and tax research, client relationship management, and commercial awareness. You'll work closely with internal teams across Product, Sales, Service Delivery and Finance to develop into a subject matter expert in global equity plan operations. You will report to a VP with many years' experience in the share plan industry and who will provide training and support to help you develop your expertise.
This department has an existing client base so you will be involved in client projects from day one. Over time, we intend to grow the team further and expand the client base.
Key Responsibilities
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
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.
Equity Intelligence helps companies navigate the complex global landscape for equity compensation plans. As part of the Workplace Solutions business within J.P. Morgan, we provide clients with legal, regulatory and tax information to explain the regulations that apply in each country where they operate their incentive plans. Equity Intelligence is an additional, optional service which complements the administration services provided by Workplace Solutions.
This is a client-facing role that combines legal and tax research, client relationship management, and commercial awareness. You'll work closely with internal teams across Product, Sales, Service Delivery and Finance to develop into a subject matter expert in global equity plan operations. You will report to a VP with many years' experience in the share plan industry and who will provide training and support to help you develop your expertise.
This department has an existing client base so you will be involved in client projects from day one. Over time, we intend to grow the team further and expand the client base.
Key Responsibilities
- Client Relationship Management: Deliver high-quality, timely information to clients on global legal and tax considerations relating to employee share plans. Build trusted relationships with corporate clients and internal stakeholders.
- Client Deliverables: Review share plan documentation and then use an industry-leading database to prepare tailored legal and tax reports and insights for client projects and global plan implementations.
- Legal and Tax Research: Maintain knowledge of changes in relevant laws and regulations.
- Ongoing Client Support: Work with clients to understand their business needs and provide additional support in a consultant-type role; assist clients throughout their annual plan cycle with ad-hoc queries and keep them aware of changes in global regulations.
- Marketing: Assist with pitches to new clients and the department's overall marketing plan. Work with other departments to raise the department's profile and generate new opportunities.
- Commercial Awareness: Support the development of client proposals and pricing models; collaborate with internal finance teams to ensure accurate and timely client billing.
- Internal Collaboration: Partner with Product, Sales, and Operations teams to improve internal processes and product functionality relating to compliance and reporting. Work with colleagues responsible for each client's administration service in order to provide a joined-up offering to help clients operate their global plans.
- Continuous Improvement: Contribute ideas for enhancing internal processes and the overall client experience.
- Demonstrated ability to build and maintain strong client and stakeholder relationships.
- Excellent written and verbal communication skills with strong attention to detail.
- Analytical thinker with the ability to interpret complex legal and tax concepts.
- Strong commercial and organisational awareness, with the ability to manage multiple clients and deadlines.
- Technically proficient, with strong Word, Excel and data management skills.
- Collaborative team player who takes ownership and initiative.
- Experience in global legal and tax compliance or share plan administration.
- Interest in executive compensation, share plan administration and global legal and tax regulations.
- Degree in Law, Tax, Business, Finance, or a related discipline.
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
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.
Top Skills
Excel
Legal And Tax Databases
Word
JPMorganChase Dublin, Dublin, IRL Office
Dublin, Ireland
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