Equity Relationship Manager, Workplace Wealth Solutions

City

Boston, Chicago, Dallas, Denver, Nashville, New York, San Francisco, Weehawken

Job Type

Full Time

Country / State

United States - California, United States - Colorado, United States - Illinois, United States - Massachusetts, United States - New Jersey, United States - New York, United States - Tennessee, United States - Texas

Function Category

Client advisory / Relationship management

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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

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. You’ll be joining the WWS Relationship Management team, reporting directly to the Head of Corporate Relationship Management. This team is aligned with the overall WWS strategic initiatives and is focused on driving corporate client satisfaction, growth, and retention.

Your expertise

• 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

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Salary information

US Only: The expected salary range for this role is $140000 to $180000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.