United States - New Jersey, United States - Tennessee

Operations

Global Wealth Management

Your role

Overall ownership for assigned Equity Plan Services corporate relationships and plan administration; accountable for all aspects of service delivery, project management and client retention initiatives. You will work closely with WWS network advisors and home office partners, proactively identifying opportunities to expand the corporate relationship and deepen connections. This role may include line management responsibilities including but not limited to direct supervision, team building strategy, employee coaching, and performance management. This role may include travel (10-20%), dependent upon the needs of assigned client population. We are looking for someone with these qualities 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
• 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; communicates at an executive level to ensure they are kept abreast of issues relating to corporate clients and consulted in service decisions as required
• Ensure assigned Plan Administration and Plan Management team members are meeting client deliverables
• 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.
• Provide industry guidance and share best practices with corporate clients
• 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

Job Reference #

308176BR

City

Nashville, Weehawken

Job Type

Full Time

Your team

Workplace Wealth Solutions provides equity plan administration and brokerage services to corporate plan sponsors and plan participants. Our goal is to provide corporate solutions that drive new and retain existing corporate relationships in addition to providing insight and advice to participants regarding their equity plan awards and broader financial wellness.

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

You have:
• Deep understanding of equity plan compensation and the Wealth Management industry
• Ability to balance corporate responsibility and sound risk management opposite client needs
• Ability to collaborate across the organization and influence key stakeholders
• Past experience working with Financial Advisors
• Interpersonal / People interaction: exceptional written and verbal communication skills
• Exceptional time management skills, 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
• 5+ years of experience in financial services, equity compensation consulting or issuer plan management

You are:
· A 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.
· Well organized and able to manage internal relationships with the Technology, Operations, and Service teams.
· Curious and passionate and strive for constant improvement.
· Committed to driving value for clients and effectively manage client expectations.
· A strong communicator with compelling presentation skills, including the use of technology to communicate complex technical topics in clear and easily understood terms.
· A confident decision-maker, highly organized and detail-oriented.
· Positive, with a can-do attitude that motivates and inspires others.

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 embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.