Equity Relationship Manager, Workplace Wealth Solutions

UBS•Nashville, TN

52d•$120,000 - $160,000

About The Position

Your role Do you have a passion for excellence and success? Do you thrive on working with high profile corporations? Can you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities? Do you have the ability to turn corporate clients into long-term business partners and advocates? We're looking for someone like you to: take ownership of key WWS corporate relationships, responsible for "knowing your client" and accountable for all aspects of service delivery, client retention and identifying opportunities to expand the corporate relationship develop strategies for "delivering the firm" and for core services that are linked to WWS and WM USA goals, as well as corporate client business strategies partner with Financial Advisors on participant engagement initiatives and ensure they are kept abreast of issues impacting overall relationship work with Head of Corporate Services to ensure WWS service team members are meeting client deliverables; service teams include Implementation, Service Managers, and Plan Administrators be responsible for creating and maintaining annual client Account Plan which will identify new product and service opportunities, along with strategy and execution plan effectively communicate and present to internal senior management, as well as corporate client provide industry guidance and best practices with corporate clients deliver insights related to participant behavior/activity and corporate benchmarking data be responsible for management of client contract, which includes regular review to improve existing terms, re-negotiations, pricing changes and amendments for product extensions participate and lead sales/RFP efforts as required for new and existing clients as well as drive growth and retention of B2B relationships who have hired UBS to manage their employee equity plans

Requirements

Bachelor's degree in business or equivalent experience
ideally, 5+ years of experience in institutional client facing role at financial services firm working w/ Equity Plan clients
strong relationship management skills and excellent verbal and written communications skills
strong analytical and problem-solving skills as well as consultative and negotiation skills
ability to collaborate across the organization, influence key stakeholders, and driving change
ability to lead, prioritize and execute on multiple concurrent priorities/initiatives
FINRA series 7 and 63 licensing
curious and passionate, and strive for constant improvement as well as committed to driving value for clients
strong communicator with compelling presentation skills, including the use of technology to communicate ideas and strategy
confident decision-maker, highly organized and detail-oriented with a positive, can-do attitude that motivates and inspires others
willing to travel up to 10 percent of the time

Responsibilities

take ownership of key WWS corporate relationships
develop strategies for delivering core services
partner with Financial Advisors on participant engagement initiatives
work with Head of Corporate Services to ensure WWS service team members are meeting client deliverables
be responsible for creating and maintaining annual client Account Plan
effectively communicate and present to internal senior management, as well as corporate client
provide industry guidance and best practices with corporate clients
deliver insights related to participant behavior/activity and corporate benchmarking data
be responsible for management of client contract
participate and lead sales/RFP efforts as required for new and existing clients