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Jobs · OTHR · Tennessee

Equity Associate Plan Manager, Workplace Wealth Solutions

UBS · Nashville, TN · 1 mo ago
On-siteOTHRFull-time

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
  • 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
  • Use data effectively to make and support decisions pertaining to the servicing of assigned client relationships
  • 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

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
  • CEP designation or willingness to pursue

Qualifications

  • 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

  • Knowledge of UBS plan administration platforms, processing activities, workflow, and specific client/plan requirements
  • Proficiency in Excel, Power Point, Outlook, and other relevant software

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

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