• Job Description

  Req#: 210425739

  About J.P. Morgan

  J.P. Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world’s most prominent corporate, institutional and government clients. We are a leader in asset management, wealth management, investment banking, private equity, financial services for consumers, financial transaction processing, small business, and commercial banking.

  About Wealth Management

  With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities, and products to high net worth individuals and families around the world. Our teams deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning.

  About Advice Lab

  Advice Lab is an integral part of wealth management at J.P. Morgan Private Bank and is dedicated to providing clients and prospects across the wealth spectrum with differentiated advice to help them navigate their financial lives. The Advice Lab practices include: The Philanthropy Centre, Family Advisory, Executive Compensation Advisory, Tax Advisory, Private Business Advisory, Cyber Advisory, Behavioral Science, Advice Tools, Estate disposition Advisory in conjunction with broader Wealth Planning & Advice.

  Job Responsibilities:

  • Partner with Head of Executive Compensation Advisory to assist on, and develop skills to provide, compensation guidance for executives of public, private, portfolio and not-for-profit companies
  • Support Head of Executive Compensation Advisory on reviewing and advising on employment arrangements, wealth transfer planning, equity plans, deferred compensation, qualified and nonqualified plans
  • Develop knowledge and skillset to transition to independent work advising clients and colleagues on compensation-related topics, including but not limited to concentrated equity positions, pre-transaction planning for private companies in transition, deferred compensation, negotiating severance packages, near-retirement financial strategies, preparing personal finances pre-IPO, and managing concentrated stock positions
  • Partner with Private Bankers to advise executives in areas including optimization of compensatory awards, management of concentrated stock positions, deferred compensation, option exercise strategy, and tax planning
  • Monitor executive compensation landscape, trends, and laws to produce written thought leadership around current insights
  • Analyze stock grant agreements and deferred compensation plans to determine impact to wealth and provide advice to private bank clients
  • Assist in training financial advisors on how to speak to clients around executive compensation and conduct internal trainings on the common attributes and taxation of stock awards
  • Meet with clients and engage on executive compensation questions
  • Manage library of educational materials and publications for client engagement

  Required Qualifications, Skills and Capabilities:

  • 2+ years’ experience practicing law as an Executive Compensation & Benefits attorney, an equivalent in-house role, or in executive compensation consulting
  • Bachelor’s degree; JD strongly preferred
  • Ability to partner closely with business partners including but not limited to members of the integrated team, partners in the business, and external clients
  • A strong self-motivator with a “can-do” attitude and the ability to adapt in a dynamic and fast-paced environment
  • Strong presentation and public speaking skills, as well as strong written skills
  • Organized with the ability to lead process management
  • Ability to thrive in a collaborative, teamwork-focused environment
  • Proactive, accountable, and detail-oriented work ethic
  • Willingness to travel (mostly domestic) as needed

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

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