Workplace Solutions, Head of Reinvestment
On-site · New York City, New York, United States
Job Summary
Senior Head of Reinvestment within J.P. Morgan Workplace Solutions, responsible for designing, executing and scaling wealth reinvestment strategies that convert equity plan events (e.g., RSU vestings) into long-term advisory engagements, managed portfolios, retirement products, and brokerage solutions. Lead participant engagement, identify high-potential equity plan participants, drive asset retention and conversion into advisory and managed solutions, and partner with Sales, Relationship Management, Product, and Digital teams to embed reinvestment into client proposals, renewals, and platform workflows. Develop dashboards and KPIs to track AUM growth, retention, and engagement; ensure regulatory compliance; oversee education strategies for participants; and build a high-performing reinvestment organization with executive-level stakeholder engagement. Location: New York, NY; reports to Workplace Solutions Chief Commercial Officer.
Required Qualifications
- • 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:
- • 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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.