Equity Relationship Manager, Workplace Wealth Solutions

UBS; Nashville (TN); On-site; USD 80,000 - 120,000; Full time

Job summary

UBS is seeking an Equity Relationship Manager to enhance corporate client relationships within their Workplace Wealth Solutions team. The successful candidate will manage key accounts, develop strategies for service delivery, and collaborate with Financial Advisors to drive client satisfaction and growth. This role requires strong relationship management skills, a solid background in financial services, and a commitment to client success.

Qualifications

• 5+ years of experience in institutional client facing role at financial services firm.
• Strong relationship management and communication skills.
• FINRA series 7 and 63 licensing.

Responsibilities

• Manage key corporate relationships and client retention.
• Develop strategies aligned with corporate client business.
• Lead sales/RFP efforts for new and existing clients.

Skills

Relationship Management

Analytical Skills

Communication Skills

Negotiation Skills

Education

Bachelor's degree in business or equivalent experience

Job description

Equity Relationship Manager, Workplace Wealth Solutions

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Job Reference #
317866BR

Job Type
Full Time

Your role
Do you have a passion for excellence and success? Do you thrive on working with high profile corporations? Can you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities? Do you have the ability to turn corporate clients into long-term business partners and advocates?

We're looking for someone like you to:

• take ownership of key WWS corporate relationships, responsible for "knowing your client" and accountable for all aspects of service delivery, client retention and identifying opportunities to expand the corporate relationship
• develop strategies for "delivering the firm" and for core services that are linked to WWS and WM USA goals, as well as corporate client business strategies
• partner with Financial Advisors on participant engagement initiatives and ensure they are kept abreast of issues impacting overall relationship
• work with Head of Corporate Services to ensure WWS service team members are meeting client deliverables; service teams include Implementation, Service Managers, and Plan Administrators
• be responsible for creating and maintaining annual client Account Plan which will identify new product and service opportunities, along with strategy and execution plan
• effectively communicate and present to internal senior management, as well as corporate client
• provide industry guidance and best practices with corporate clients
• deliver insights related to participant behavior/activity and corporate benchmarking data
• be responsible for management of client contract, which includes regular review to improve existing terms, re-negotiations, pricing changes and amendments for product extensions
• participate and lead sales/RFP efforts as required for new and existing clients as well as drive growth and retention of B2B relationships who have hired UBS to manage their employee equity plans
  
  

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. You’ll be joining the WWS Relationship Management team, reporting directly to the Head of Corporate Relationship Management. This team is aligned with the overall WWS strategic initiatives and is focused on driving corporate client satisfaction, growth, and retention.

Your expertise

• Bachelor's degree in business or equivalent experience
• ideally, 5+ years of experience in institutional client facing role at financial services firm working w/ Equity Plan clients
• strong relationship management skills and excellent verbal and written communications skills
• strong analytical and problem-solving skills as well as consultative and negotiation skills
• ability to collaborate across the organization, influence key stakeholders, and driving change
• ability to lead, prioritize and execute on multiple concurrent priorities/initiatives
• FINRA series 7 and 63 licensing
• curious and passionate, and strive for constant improvement as well as committed to driving value for clients
• strong communicator with compelling presentation skills, including the use of technology to communicate ideas and strategy
• confident decision-maker, highly organized and detail-oriented with a positive, can-do attitude that motivates and inspires others
• willing to travel up to 10 percent of the time
  
  

About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

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. 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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking, Financial Services, and Investment Banking

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