Senior Project Management

Key Responsibilities

Distribution & Equity Program Project Management

• Serve as project manager for all distribution-notice activities, including the creation and accurately posting of investor and participant notices.
• Collect, manage, and safeguard personally identifiable information (PII) from participants in accordance with company policies.
• Oversee team-wide DocuSign processes, including:
• Monitoring workflow progress
• Saving and organizing fully executed documents
• Following up with investors for outstanding signatures
• Maintain accurate and up-to-date contact lists for investors and program participants.
• Manage uploads and organization of all equity investment program documents within designated document repositories.
• Perform Comptrak and HRSoft report balance testing to support data integrity and reporting accuracy.

EEM Inbox & Customer Service Management

• Act as the primary manager for the EEM inbox, ensuring timely and accurate responses to participant and stakeholder inquiries.
• Monitor inbound requests, delegate items to appropriate team members, and directly respond as needed to resolve issues efficiently.

JPM Cash & Banking Process Management

• Manage and maintain daily cash tracking spreadsheets.
• Input and process payments accurately and in a timely manner.
• Update payment templates to reflect new or revised banking information.
• Verify participant and vendor banking details via phone or email when required to mitigate risk and ensure secure payments.

Comptrak/HRSoft Liaison & Participant Access Support

• Serve as the liaison between HRSoft system access and equity program participants.
• Manage and support all workflow processes related to participant access, troubleshooting, and system navigation.

Billbacks, Payables, and Tax Payment Coordination

• Track, initiate, and manage billbacks and other payables related to equity programs.
• Review, sign off on, and initiate tax payments and reimbursement requests.
• Initiate payments for billbacks to GREP and provide supporting correspondence as required.
• Submit vendor invoices to GREP for payment when received via email, ensuring completeness and accuracy prior to submission.

Key Skills & Competencies

• Strong project management and organizational skills
• High attention to detail, particularly with financial data, documentation, and approvals
• Ability to manage sensitive and confidential information
• Excellent written and verbal communication skills
• Proven ability to coordinate across teams, systems, and external participants
• Strong customer service mindset with the ability to prioritize and manage competing deadlines