Equity Associate Plan Manager, Workplace Wealth Solutions

UBS is seeking an Equity Associate Plan Manager for their Workplace Wealth Solutions in Nashville, TN. The role involves managing client service and plan administration, developing strategies in collaboration with Relationship Managers, and ensuring efficient service delivery. Candidates should have 5+ years in financial services, strong communication skills, and a strategic mindset. An undergraduate degree in business or finance is required, along with a preference for CEP designation.
Job Reference #
317873BR

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

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 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.