Equity Plan Client Services Manager

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

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.