Equity Plan Strategy & Client Services Manager

UBS; Weehawken (NJ); On-site; USD 120,000 - 160,000; Full time

Job summary

UBS is seeking a senior client service professional in NJ/Weehawken to manage equity plan client relationships and service delivery. You will collaborate with Relationship Managers, Operations, Tech, and Product to optimize plans, processes, and client satisfaction.

Expect strong communication with executives, deep domain knowledge in equity compensation, and a track record in financial services. Role requires client-focused leadership in a global bank.

Qualifications

• 5+ years in financial services, equity compensation, or issuer plan management.
• Strong written and verbal communication; capable of executive-level interaction.
• Ability to collaborate across the organization and influence stakeholders.

Responsibilities

• Ensure delivery of products and services per client offering.
• Develop strategies with Relationship Managers and team leads for core services.
• Improve service delivery and operational efficiency across processes.
• Build internal partnerships to enhance client experience.
• Understand UBS plan administration platforms and client requirements.

Skills

Client relationships

Executive communication

Stakeholder management

Financial services knowledge

Analytical thinking

Education

Undergraduate degree in business/finance

Tools

Excel

PowerPoint

Outlook

Job description

UBS is seeking a senior client service professional in NJ/Weehawken to manage equity plan client relationships and service delivery. You will collaborate with Relationship Managers, Operations, Tech, and Product to optimize plans, processes, and client satisfaction.

Expect strong communication with executives, deep domain knowledge in equity compensation, and a track record in financial services. Role requires client-focused leadership in a global bank.