Equity Plan Strategic Project Manager
Apply NowCompany: UBS
Location: Nashville, TN 37201
Description:
Your role
Do you have a passion for excellence and success? Do you thrive on complex projects with high visibility and enjoy the challenge of collaborating with different teams within an organization to drive them all to a common goal of high client satisfaction? Do you thrive on being an equity plan subject matter expert and implementing best practices? We are looking for someone like you who can:
manage client project plans, ensuring steps are completed timely while managing client expectations
create written client procedure documents, process runbooks/checklist, and client training materials
provide support to product team design through the client setup process and work closely with technology and product management to design and support automated data comparison tools
review data reconciliation packages with corporate clients as well as meet challenging deadlines and conduct corporate client meetings
keep senior management, relationship management and service managers abreast of progress of the project
coordinate client testing plans with UBS Plan Admin and Financial Reporting Team
become proficient in the understanding and ability to setup clients on our equity plan platforms
lead client training aligned meetings and participate in internal team meetings as well as WWS meetings
ensure team is continually identifying ways to improve relationship by suggesting service and process improvements that could positively impact productivity and corporate client satisfaction
review and escalate client specific custom administration requests (e.g., reports, scripts, or custom processes)
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
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 will be joining the WWS Equity Plan Strategic Projects team. This team works closely with equity plan product management, technology, client service team, and corporate client on strategic projects.
UBS provides equity compensation plan administration and wealth management services to corporate plan sponsors and plan participants. Our goal is to: (1) provide effective corporate solutions to drive new and retain existing corporate relationships and (2) provide insight and advice to participants regarding their equity plan awards and broader financial wellness to drive additional wealth management business.
Your expertise
deep understanding of equity compensation and plan administration
strong background in project management and customer service with exceptional time management skills and ability to prioritize work accordingly
previous experience as a project management lead with proven success on multiple concurrent projects
ability to collaborate across the organization and key stakeholders
excellent written and verbal communication skills with well-developed analytical and critical thinking skills necessary to identify and implement solutions
proficient in Microsoft Office Applications
undergraduate degree in business, equivalent experience required
CEP designation or willingness to pursue
ideally, 5+ years of experience in Financial Services industry
able to apply knowledge in decision making situations and exercise sound judgment under pressure
self-starter with compelling presentation skills, including the use of technology to communicate complex technical topics in clear and easily understood terms
positive, with a can-do attitude that motivates and inspires others
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.
Do you have a passion for excellence and success? Do you thrive on complex projects with high visibility and enjoy the challenge of collaborating with different teams within an organization to drive them all to a common goal of high client satisfaction? Do you thrive on being an equity plan subject matter expert and implementing best practices? We are looking for someone like you who can:
manage client project plans, ensuring steps are completed timely while managing client expectations
create written client procedure documents, process runbooks/checklist, and client training materials
provide support to product team design through the client setup process and work closely with technology and product management to design and support automated data comparison tools
review data reconciliation packages with corporate clients as well as meet challenging deadlines and conduct corporate client meetings
keep senior management, relationship management and service managers abreast of progress of the project
coordinate client testing plans with UBS Plan Admin and Financial Reporting Team
become proficient in the understanding and ability to setup clients on our equity plan platforms
lead client training aligned meetings and participate in internal team meetings as well as WWS meetings
ensure team is continually identifying ways to improve relationship by suggesting service and process improvements that could positively impact productivity and corporate client satisfaction
review and escalate client specific custom administration requests (e.g., reports, scripts, or custom processes)
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
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 will be joining the WWS Equity Plan Strategic Projects team. This team works closely with equity plan product management, technology, client service team, and corporate client on strategic projects.
UBS provides equity compensation plan administration and wealth management services to corporate plan sponsors and plan participants. Our goal is to: (1) provide effective corporate solutions to drive new and retain existing corporate relationships and (2) provide insight and advice to participants regarding their equity plan awards and broader financial wellness to drive additional wealth management business.
Your expertise
deep understanding of equity compensation and plan administration
strong background in project management and customer service with exceptional time management skills and ability to prioritize work accordingly
previous experience as a project management lead with proven success on multiple concurrent projects
ability to collaborate across the organization and key stakeholders
excellent written and verbal communication skills with well-developed analytical and critical thinking skills necessary to identify and implement solutions
proficient in Microsoft Office Applications
undergraduate degree in business, equivalent experience required
CEP designation or willingness to pursue
ideally, 5+ years of experience in Financial Services industry
able to apply knowledge in decision making situations and exercise sound judgment under pressure
self-starter with compelling presentation skills, including the use of technology to communicate complex technical topics in clear and easily understood terms
positive, with a can-do attitude that motivates and inspires others
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.