The Participant Communications & Education Manager sits within J.P. Morgan Workplace Solutions, a global stock plan administration business, and is a member of the Participant Solutions team, helping improve how stock plan participants understand and engage with their equity compensation. This role owns the design and delivery of tailored participant education and communications strategies for corporate clients and their employees, working in close partnership with the assigned Client Relationship Manager (CRM) and internal stakeholders. Success is measured by the quality and repeatability of client strategies, participant learning outcomes, and education-driven opportunities to connect participants with financial advisors at key moments in the equity lifecycle.
You will act as a client-facing strategist and practitioner, developing education and communications approaches that meet client needs while operating within the defined scope of what Workplace Solutions offers and how it is delivered. You will translate client objectives into actionable content plans, produce and manage participant-facing materials, and deliver live education (seminars/webinars) that drives understanding and supports lead generation opportunities.
Core Responsibilities
Client Strategy
- Design tailored participant education and communications strategies, including objectives, themes, recommended touchpoints across the equity lifecycle "moments that matter," and an execution plan that aligns to the defined service offering.
- Facilitate recurring client discussions to understand goals, constraints, and evolving priorities, demonstrating strong client-facing judgment and presence.
- Translate client objectives into actionable content plans, sequencing deliverables and channels to drive participant understanding and engagement.
- Synthesize client and internal feedback into refinements that keep strategies current, relevant, and executable within the defined offering.
Content Creation- Create participant-facing education and communications content that explains equity awards and required participant actions in clear, accessible language, tailored to the client's context and goals.
- Draft and iterate materials that increase participant understanding and set expectations across the equity lifecycle, including communications aligned to "moments that matter."
- Develop education content that can also serve as a gateway to lead generation by prompting appropriate engagement and next steps.
Seminars and Webinars- Plan and deliver live education sessions, including webinars and seminars, for participant audiences and/or client stakeholders as required.
- Communicate complex equity concepts with clarity and confidence, demonstrating strong executive presence and simplifying topics into actionable takeaways.
- Design and facilitate learning experiences that measurably improve participant understanding and, when appropriate, support opportunities to connect participants with financial advisors.
Content Management- Manage end-to-end delivery for tailored strategies, coordinating the production, review, and deployment of content across channels and timelines.
- Maintain content quality, operational readiness, and execution consistency, even as scope and priorities shift.
- Apply disciplined version control and change management to ensure the right content is approved, current, and ready for deployment when needed.
Measurement and Reporting- Define and track practical measures of engagement and effectiveness for education and communications.
- Translate results into clear insights for clients and internal partners, connecting performance back to participant outcomes and program objectives.
- Use measurement and reporting to iterate and improve programming over time, including identifying where education is driving better participant understanding and relationship-deepening opportunities.
Internal Coordination- Ensure tight alignment across internal partners to deliver a seamless client experience, proactively identifying dependencies and maintaining momentum across workstreams.
- Escalate decisions and resolve blockers quickly to keep tailored strategies and deliverables on track.
- Contribute to continuous improvement of the overall offering by providing informed input on what the offering should contain, based on client needs and execution learnings.
QualificationsCandidates must bring the capabilities to serve as a credible client-facing leader and hands-on education delivery owner.
Required- Stock plan experience or other transferable financial education experience
- Demonstrated client-facing experience and the ability to build and sustain senior, repeatable client relationships
- Proven public speaking capability, including comfort presenting to a range of audiences and stakeholder levels.
- Experience and/or training delivering education on complex topics, with the ability to simplify concepts into clear learning outcomes.
Preferred- Equity Compensation Associate (ECA) designation is preferred, or a demonstrated willingness to obtain the ECA credential after joining.
ABOUT USJ.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.
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ABOUT THE TEAMJ.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.
