Note: The job is a remote job and is open to candidates in USA. UBS is a leading global wealth manager and the leading universal bank in Switzerland. The Equity Plan Administration Lead will oversee a team responsible for the service delivery of equity plans, ensuring client satisfaction and managing corporate relationships effectively.
Responsibilities
- Take overall ownership for assigned Equity Plan Services corporate relationships and plan management team members; accountable for all aspects of service delivery, project management and client retention initiatives
- Work closely with WWS network advisors and home office partners, proactively Identifying opportunities to expand the corporate relationship and deepen connections
- Play a hybrid role of team leader and relationship/service manager and actively manage and supervise the delivery of equity products and services, in-line with the prescribed offering for an assigned set of clients
- Work closely with Relationship Managers, Product and other team leaders to develop strategies for core services as well as develop company and team specific business strategies to elevate the service experience for our corporate clients
- Continuously identify ways to improve service quality and the efficiency of operational processes while also developing a deep network of internal partners across Operations, Technology, Product, and external relationships with our clients and industry COIs
- Partner with Lead Financial Advisors; communicate at an executive level to ensure they are kept abreast of issues relating to corporate clients and consulted in service decisions when needed
- Serve as a primary point of contact for client, field, and home office escalations as well as be responsible for resource planning and execution to support event processing and corporate calendars
- Organize, develop and maintain client procedures, profiles, runbooks, and manuals in accordance with business requirements and communicate and present to UBS senior management as well as corporate client representatives utilizing Excel, Power Point, Outlook, etc
- Provide industry guidance and share best practices as well as be responsible for contract management of assigned client set, including regular review to improve existing terms, re-negotiations, pricing changes and amendments for product additions and special projects
- Potentially be responsible for line management responsibilities including but not limited to direct supervision, team building strategy, employee coaching, and performance management
Skills
- 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
- 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
- Bachelor's degree or higher preferred
- CEP designation or willingness to pursue; Series 7, 66, 9, 10 licenses are a plus
Benefits
- Discretionary incentive compensation
- Flexible working options when possible
- Reasonable accommodation/adjustments throughout our recruitment process
- Travel (10-20%), dependent upon the needs of assigned clients
- UBS offers a range of competitive benefits
- May, at our sole discretion, provide additional variable compensation or awards
Company Overview
Company H1B Sponsorship