Equity Plan Associate, Workplace Wealth Solutions

City

Nashville, Weehawken

Job Type

Full Time

Country / State

United States - New Jersey, United States - Tennessee

Function Category

Operations

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.

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.