Equity Associate Plan Manager, Workplace Wealth Solutions

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United States - New Jersey, United States - Tennessee

Client advisory / Relationship management

Global Wealth Management

Job Reference #

317873

City

Nashville, Weehawken

Job Type

Full Time

Your role

Are you passionate about working with clients and delivering a great experience? Do you look for opportunities to build strong relationships with clients and colleagues to develop strategies? We are looking for someone like you who can:

• 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

• develop a deep network of internal partners across Operations, Technology, and Product to deliver an exceptional experience for our corporate clients

• maintain a deep understanding of UBS plan administration platforms, processing activities, workflow and specific client/plan requirements

• 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

• ensure proper maintenance and signoff of client procedures, profiles, runbooks, and manuals in accordance with business requirements

• 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

Detailed salary information
:

• Weehawken: the salary range for this role is $110000 to $157000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit  .

Your team

WWS is one of the key initiative growth businesses within UBS Wealth Management (WM) and serves as a qualified lead generator for the broader UBS WM business. As a member of the Equity Plan Client Service team, this role will report to the Equity Plan Client Team Lead and will be responsible for managing client service and plan administration activities for an assigned group of clients.

Your expertise

• ideally 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 as well as the ability to collaborate across the organization and influence key stakeholders

• 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 preferred

• strategic thinker able to understand and prioritize client needs

• able…