Equity Plan Data Solutions Specialist - Charlotte, United States - UBS
Description
Your role
Do you have a passion for excellence and success? Do you thrive on being a product subject matter expert who can articulate expertise to clients, industry partners, and UBS employees through live demonstrations and feature documentation? Do you get excited about delivering products that exceed end user expectations? We are looking for someone like you who can:
• provide support to our clients on customized recordkeeping and administration requests on an on-going basis
• work with the Service Delivery Team and clients to develop customize reports for Corporate Clients
• identify data solutions for complex data requests received from our Corporate Clients, i.e., status rules
• maintain expert product knowledge for timely issue resolution and accurate response to product feature related inquiries
• stay abreast of the latest product development tools and techniques
• analyze customer requirements and assist with providing optimal product feature solutions
Your team
You'll be joining the WWS Equity Program Management team. This team is focused on providing white glove service to our corporate clients and their plan participants in support of our industry leading equity plan platform and offering that will exceed corporate client and end user expectations.
UBS provides equity plan administration and wealth management services to corporate plan sponsors and their plan participants. Our goal is to provide effective corporate solutions to drive new and retain existing corporate relationships and provide insight and advice to participants regarding their equity plan awards and broader financial wellness to drive additional wealth management business.
The team takes great pride in the service we provide our clients, and the high marks received on internal and external industry surveys. 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 Wealth Management business. We are a leading provider of advisory, recordkeeping, financial reporting, and execution services for public companies and their equity plan participants.
Your expertise
• understanding of equity plan compensation
• exceptional time management skills and ability to prioritize workload
• experience as a technology solutions developer
• proficiency in Plan Admin Pro or other equity plan enterprise solutions
• ability to collaborate across the organization and influence key stakeholders
• strong interpersonal skills with the ability to build relationships across all departments and levels internally and externally
• track record of successful delivery working across multiple teams, on multiple projects in a fast paced market driven environment
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.
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.