Workplace Solutions - Team Lead, Equity Plan Management

Overview

JP Morgan Workplace Solutions are currently seeking an Equity Plan Management Team Lead. The aim of the role will involve providing leadership, coaching and development, as well as offering guidance, instruction and direction regarding service delivery to corporate clients. The successful candidate will deliver effective communication and collaboration with the wider business to maximise quality of service. Motivate the team to use their knowledge and skills to achieve the shared common goals.

Responsibilities

• Lead an Equity Plan Management team, responsible for customer satisfaction and task deliverables.
• Develop a strategy the team will use to reach its goal.
• Monitor development status and provide/organise any training that team members need.
• Communicate clear instructions to team members.
• Gather, listen actively to team members' feedback and address concerns.
• Monitor team members' performance to ensure a high level of quality in service delivery.
• Actively manage and supervise a portfolio of companies operating employee share plans within a team framework.
• Manage the flow of day to day operations for the team including events and all recurring tasks.
• Interact with clients on operational transactions related to their share plan program in case of any escalation.
• Ensure the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
• Liaise with the client implementation team and onboard new clients to the Global Shares software system as required.
• Organise, develop and maintain procedural and process documentation related to client companies' programs to ensure accurate transaction processing and minimise risk.
• Monitor, maintain and report on key information on each client's revenue and profitability.
• Ensure and continue to enhance customer satisfaction to the highest standards, measured by the customer satisfaction survey.
• Take an active role of coordination, support and collaboration with other business areas.
• Assume responsibility to ensure user acceptance testing and regression testing is effective and carried out as required.
• Assist in identifying new system tools and enhancements to existing system functionalities.
• Client liaison, business development and client presentations.
• Identify innovative client solutions and liaise with Product to contribute to effective and efficient software enhancements.
• Liaise with IT Support regarding any escalations related to processing and software execution problems for the team and clients.
• Provide regular reporting on the team's work.
• Support internal projects across multiple teams and assist other teams as required.
• Liaise with Third Party vendors as required.
• Active work with HR, use of HR tools and carry out general HR activities.

Required Qualifications, Skills and Abilities

• Proven natural leadership skills.
• Excellent communication and listening skills.
• Proven numeric skills with a focus on data analysis.
• Standardisation, streamlining of processes and appropriate documentation.
• Good and preferably advanced Excel skills.
• Demonstrate problem solving skills with an ability to be innovative and proactive to achieve high efficiency and profitability.
• Self motivation and resilience to fast paced environments, managing priorities while adhering to tight deadlines.

Preferred Qualifications, Skills and Abilities

• Third level degree in Business/Finance or equivalent experience preferred.