Equity Associate Plan Manager, Workplace Wealth Solutions

Are you passionate about working with clients and delivering a great experience? Do you look for opportunities to build strong relationships with clients and colleagues to develop strategies? We are looking for someone like you who can: • ensure the delivery of products and services, in-line with the prescribed offering for an assigned set of clients • work closely with Relationship Managers, Service Managers and relevant team leads to develop strategies for core services including: execution, administration, wealth management, and accounting support for assigned client set • develop company specific business strategies and continuously identify ways to improve service delivery and the efficiency of operational processes • develop a deep network of internal partners across Operations, Technology, and Product to deliver an exceptional experience for our corporate clients • maintain a deep understanding of UBS plan administration platforms, processing activities, workflow and specific client/plan requirements • partner with Lead Financial Advisors and communicate at an executive level to ensure consistent updates on issues relating to corporate clients; serve as a primary point of contact for client, FA, and home office escalation • ensure proper maintenance and signoff of client procedures, profiles, runbooks, and manuals in accordance with business requirements • effectively communicate and present to UBS senior management as well as corporate client representatives utilizing Excel, Power Point, Outlook, etc. • manage assigned client sets, including regular review to improve existing terms, re-negotiations, pricing changes and amendments for product additions and special projects • use data effectively to make and support decisions pertaining to the servicing of assigned client relationships