Equity Associate Plan Manager, Workplace Wealth Solutions

UBS; Nashville (TN); On-site; USD 90,000 - 120,000; Full time

Job summary

UBS Group AG in Nashville, TN is seeking a client service professional to manage equity plan client relationships and plan administration for a designated client set.

You will partner with Relationship Managers and cross-functional teams to deliver core services, optimize workflows, and communicate updates to executives.

The role emphasizes strong communication, data-driven decision making, and the ability to navigate complex plan requirements.

Qualifications

• 5+ years of experience in financial services, equity compensation consulting or issuer plan management.
• Ability to balance corporate responsibility with client needs and influence stakeholders.
• Excellent written and verbal communication and time management skills.
• Strong analytical and problem-solving abilities.
• Undergraduate degree in business or finance or equivalent.
• CEP designation or willingness to pursue preferred.

Responsibilities

• Deliver client service and plan administration for assigned clients.
• Collaborate with Relationship Managers and team leads to develop strategies.
• Maintain and sign off client procedures, runbooks, and manuals.
• Communicate updates to senior management and client representatives using Excel/PowerPoint/Outlook.
• Review and negotiate terms, pricing, and product amendments for clients.
• Leverage data to support servicing decisions for client relationships.

Skills

Equity compensation

Relationship building

Stakeholder management

Communication skills

Analytical thinking

Presentation skills

AI awareness

Education

Bachelor's degree in business/finance

CEP designation

Tools

Excel

PowerPoint

Outlook

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 #

343039BR

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 as well as 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 as well as strong communicator with compelling presentation skills, including the use of technology to communicate complex technical topics in clear and easily understood terms
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

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. Want to find out more? Visit ubs.com/careers.

Salary information

• United States - New Jersey - Weehawken min USD 90000 - max USD 120000 /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.