UBS Financial Services
Equity Associate Plan Manager, Workplace Wealth Solutions
UBS Financial Services, Nashville, Tennessee, United States, 37247
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Equity Associate Plan Manager, Workplace Wealth Solutions
United States - New Jersey, United States - Tennessee Client advisory / Relationship management Global Wealth Management Job Reference # 317873BR City Nashville, Weehawken Job Type Full Time Your role 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
Detailed salary information: Weehawken: the salary range for this role is $110000 to $157000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit . 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. 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 expertise 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 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 strong communicator with compelling presentation skills, including the use of technology to communicate complex technical topics in clear and easily understood terms About us UBS is the worlds 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. Salary information US Only: The expected salary range for this role is $110000 to $157000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your role section for detailed salary information. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. Were 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. Thats why collaboration is at the heart of everything we do. Because together, were more than ourselves.
Were committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Contact Details UBS Business Solutions SA UBS Recruiting 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. Equity Associate Plan Manager, Workplace Wealth Solutions | UBS - Experienced professionals - job boards
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We're all about transparency. These are the reasons why our cookies are good for you. Show website with the correct country and language settings Improved experience by showing you relevant information quicker Show you advertising you might be interested in You can find all the details in our privacy statement and our cookie notice . Skip to main content notifications and messages Loading Loading
Equity Associate Plan Manager, Workplace Wealth Solutions
United States - New Jersey, United States - Tennessee Client advisory / Relationship management Global Wealth Management Job Reference # 317873BR City Nashville, Weehawken Job Type Full Time Your role 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
Detailed salary information: Weehawken: the salary range for this role is $110000 to $157000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit . 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. 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 expertise 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 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 strong communicator with compelling presentation skills, including the use of technology to communicate complex technical topics in clear and easily understood terms About us UBS is the worlds 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. Salary information US Only: The expected salary range for this role is $110000 to $157000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your role section for detailed salary information. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. Were 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. Thats why collaboration is at the heart of everything we do. Because together, were more than ourselves.
Were committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Contact Details UBS Business Solutions SA UBS Recruiting 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. Equity Associate Plan Manager, Workplace Wealth Solutions | UBS - Experienced professionals - job boards
English Terms of use Privacy statement Report fraudulent mail Cookies Infinite Talent Privacy Statement Privacy Settings show additional footer links English Terms of use Privacy statement Report fraudulent mail Cookies Infinite Talent Privacy Statement Privacy Settings Back
Change language
Italiano Franais Deutsch
#J-18808-Ljbffr