Equity Associate Plan Manager (DOD SkillBridge Trainee)

UBS•Nashville, TN

43d•$90,000 - $120,000

About The Position

Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning services members approved for DOD SkillBridge will be considered 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 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. 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.

Requirements

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
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

Nice To Haves

CEP designation or willingness to pursue preferred

Responsibilities

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