Customer Success Manager, Field Solutions

City

New York

Job Type

Full Time

Country / State

United States - New York

Function Category

Product Management and Development

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.

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

You'll be part of our STAAT Field Solutions Team within the Data & Analytics Foundational Platforms group. Our team embraces an entrepreneurial “start-up” mindset, dedicated to making a significant impact and advancing digital innovation within the UBS Wealth Management business

Your expertise

• Bachelor's degree in finance, Business, or a related field; advanced degree preferred. 
• 10 years of work experience with 4+ years in customer success, relationship management, or a related role within the financial services industry. 
• Strong understanding of wealth management and the needs of financial advisors. 
• Exceptional communication and interpersonal skills, able to build strong relationships with internal users. 
•  Proven ability to drive product adoption and engagement. 
•  Experience in gathering and analyzing feedback to inform product improvements. 
•  Strong problem-solving skills and the ability to resolve issues efficiently. 
•  Ability to work collaboratively with cross-functional teams. 
•   Familiarity with CRM tools and metrics monitoring.

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 $157000 to $205000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.