Equity Associate Plan Manager, Workplace Wealth Solutions

UBS; Nashville (TN); On-site; USD 120,000 - 160,000; Full time

Job summary

UBS is seeking a senior client services professional to manage equity plan client relationships and plan administration for a portfolio of corporate clients. You will partner with Relationship Managers, Service Managers and tech teams to optimize strategy, execution, and delivery of wealth management services.

The role requires strong communication, strategic thinking, and the ability to influence stakeholders while ensuring high-quality service and timely updates to executives.

Qualifications

• 5+ years in financial services, equity compensation consulting or issuer plan management
• Ability to balance corporate responsibility and risk while collaborating across the organization
• Exceptional written and verbal communication skills with time management to prioritize workload
• Strong analytical and problem-solving skills to identify and implement solutions
• Undergraduate degree in business, finance or equivalent experience
• CEP designation or willingness to pursue preferred
• Strategic thinker who understands client needs
• Able to apply knowledge in decision making under pressure
• Team oriented with excellent service delivery and cross-functional relationships
• Strong presentation skills and ability to explain complex topics clearly

Responsibilities

• Deliver products and services aligned with prescribed client offerings
• Collaborate with Relationship Managers and team leads on core services including execution, administration, wealth management, and accounting support
• Develop strategies to improve service delivery and operational efficiency
• Build internal partnerships to deliver exceptional client experience
• Understand UBS plan administration platforms, processing activities, workflows and client requirements
• Escalate to and communicate with senior management and clients as primary contact for issues
• Maintain client procedures, profiles, runbooks, and manuals
• Present to UBS senior management and corporate clients using Excel, PowerPoint, Outlook
• Manage client sets including reviews, negotiations, pricing changes, and amendments
• Utilize data to support servicing decisions for assigned client relationships

Skills

Client relations

Relationship management

Communication

Strategic thinking

Risk management

Decision making

Stakeholder management

Time management

Presentations

Team collaboration

Education

Undergraduate degree in business or finance

CEP designation or willingness to pursue

Job description

Key Responsibilities

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

Job Type

Full Time

Job Reference #

339954BR

City

Nashville, Weehawken

The 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 Skills And Experience

• 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 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 manage 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

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.

Salary information

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.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.