Equity Plan Administration Lead, Workplace Wealth Solutions

City

Nashville, Weehawken

Job Type

Full Time

Country / State

United States - New Jersey, United States - Tennessee

Function Category

Client advisory / Relationship management, Operations

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.

Your team

Workplace Wealth Solutions is one of the key initiative growth businesses within UBS Wealth Management (WM). This role will be responsible for the overall satisfaction of our corporate equity plan clients, overseeing a team of equity plan managers for an assigned group of clients. As a key member of the Equity Plan Management team, this individual will report directly to the Head of Equity Plan Service Delivery and partner regularly with leadership across Relationship Management, Product, Operations, and Technology.

This role may include travel (10-20%), dependent upon the needs of assigned clients.

Your expertise

• Bachelor's degree or higher preferred
• deep understanding of equity compensation with, ideally, 10+ years of industry experience at an issuer or services provider
• ideally, prior experience leading a team and developing junior talent
• exceptional written and verbal communication skills as well as strong organizational, analytical and time management skills, able to prioritize workload and effectively manage stakeholder expectations
• CEP designation or willingness to pursue; Series 7, 66, 9, 10 licenses are a plus
• proficient with the Microsoft suite of applications, including Outlook, Word, Excel and PowerPoint
• experienced with one or more equity management platforms
• able to adapt to changing priorities while maintaining team drive, focus and morale
• able to manage projects independently while assuming a high level of responsibility for others
• able to manage team priorities and a diverse workload in a fast-paced environment and highly detail oriented and an excellent problem solver

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.

Salary information

US Only: The expected salary range for this role is $135000 to $175000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.