Strategic Equity Relationship Manager

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

Job summary

UBS in Nashville, Weehawken seeks a Senior Relationship Manager to own key corporate relationships and ensure outstanding service delivery, client retention, and growth opportunities. You will partner with Financial Advisors on engagement initiatives and lead cross-functional efforts across the WWS team.

You will craft annual Account Plans, negotiate terms, and drive growth of B2B relationships while aligning with firm strategies and risk controls.

Qualifications

• Bachelor's degree in business or equivalent experience.
• 5+ years in institutional client-facing role at financial services firm working w/ Equity Plan clients.
• Strong relationship management and verbal/written communications skills.
• Strong analytical and problem-solving skills with consultative and negotiation abilities.
• Ability to collaborate across the organization, influence stakeholders, and drive change.
• Ability to lead, prioritize and execute on multiple concurrent priorities/initiatives.
• FINRA Series 7 and 63 licensing.
• Curious, committed to driving value for clients and exploring AI-assisted workflows.
• Confident presenter with strong communication and organizational skills.
• Willing to travel up to 10%.

Responsibilities

• Own key corporate relationships and ensure service delivery, client retention and opportunity growth.
• Develop strategies for delivering the firm’s core services aligned with WWS and WM USA goals.
• Partner with Financial Advisors on participant engagement initiatives.
• Coordinate with Head of Corporate Services to meet client deliverables across teams.
• Create and maintain annual client Account Plans identifying new product/service opportunities.
• Communicate and present to senior management and clients.
• Provide industry guidance and best practices to clients.
• Deliver insights on participant behavior and benchmarking data.
• Manage client contracts, including reviews, renegotiations and amendments.
• Lead sales/RFP efforts for new/existing clients and drive UBS B2B growth.

Skills

Relationship management

Verbal communication

Written communication

Analytical skills

Negotiation

Cross-functional collaboration

Leadership

Travel readiness

AI awareness

FINRA Series 7/63

Education

Bachelor's degree in business or equivalent experience

Job description

UBS in Nashville, Weehawken seeks a Senior Relationship Manager to own key corporate relationships and ensure outstanding service delivery, client retention, and growth opportunities. You will partner with Financial Advisors on engagement initiatives and lead cross-functional efforts across the WWS team.

You will craft annual Account Plans, negotiate terms, and drive growth of B2B relationships while aligning with firm strategies and risk controls.