Equity Associate Plan Manager, Workplace Wealth Solutions

About the role

We are looking for someone passionate about working with clients and delivering a great experience. This role involves ensuring the delivery of products and services, developing strategies with colleagues, maintaining client procedures, and communicating with senior management.

Responsibilities

• Ensure the delivery of products and services in line with the prescribed offering for an assigned set of clients.
• Work closely with Relationship Managers, Service Managers, and relevant team leads to develop strategies for core services including: execution, administration, wealth management, and accounting support for assigned client set.
• Develop company-specific business strategies and continuously identify ways to improve service delivery and the efficiency of operational processes.
• Maintain a deep network of internal partners across Operations, Technology, and Product to deliver an exceptional experience for our corporate clients.
• Partner with Lead Financial Advisors and communicate at an executive level to ensure consistent updates on issues relating to corporate clients; serve as a primary point of contact for client, FA, and home office escalation.
• Manage assigned client sets, including regular review to improve existing terms, re-negotiations, pricing changes and amendments for product additions and special projects.
• Use data effectively to make and support decisions pertaining to the servicing of assigned client relationships.
• Communicate and present to UBS senior management as well as corporate client representatives utilizing Excel, Power Point, Outlook, etc.
• Manage assigned client sets, including regular review to improve existing terms, re-negotiations, pricing changes and amendments for product additions and special projects.
• Effectively communicate and present to UBS senior management as well as corporate client representatives utilizing Excel, Power Point, Outlook, etc.
• Manage assigned client sets, including regular review to improve existing terms, re-negotiations, pricing changes and amendments for product additions and special projects.
• Manage assigned client sets, including regular review to improve existing terms, re-negotiations, pricing changes and amendments for product additions and special projects.

Requirements

• 5+ years of experience in financial services, equity compensation consulting or issuer plan management with deep understanding of equity plan compensation and the Wealth Management industry.
• Ability to balance corporate responsibility and sound risk management opposite client needs.
• Exceptional written and verbal communication skills as well as time management skills with the ability to prioritize work load and effectively manage stakeholder expectations.
• Well-developed analytical and problem-solving skills necessary to identify and implement solutions.
• Undergraduate degree in business, finance or equivalent experience required.

Qualifications

• CEP designation or willingness to pursue.
• Strategic thinker.
• Able to understand and prioritize client needs.
• Able to apply knowledge in decision-making situations and exercise sound judgment under pressure.
• Team-oriented with excellent service delivery skills as well as organized and able to manage internal relationships with the Technology, Operations, and Service teams.
• Committed to driving value for clients and effectively managing client expectations while being a confident decision-maker.
• Strong communicator with compelling presentation skills, including the use of technology to communicate complex technical topics in clear and easily understood terms.

Skills

• Excel, Power Point, Outlook.

Benefits

The indicative gross base salary range as a full-time equivalent role: United States - New Jersey - Weehawken min USD 120000 - max USD 160000 /annum. The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Pay

The indicative gross base salary range as a full-time equivalent role: United States - New Jersey - Weehawken min USD 120000 - max USD 160000 /annum.

Schedule

Full Time