Equity Plan Administration Lead, Workplace Wealth Solutions (Nashville)
$120k - $160kUBS
Job Reference #339366BRCityNashville, WeehawkenJob TypeFull Time Your roleAre you passionate about providing exceptional leadership and coaching? Are you interested in providing day-to-day operational management for our equity plan service delivery team? We are looking for someone like you to:• 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 managementDetailed salary information:The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.Your Career ComebackWe are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.Your teamWorkplace Wealth Solutions is one of the key initiative growth businesses within UBS Wealth Management (WM). This role will be responsible for the overall satisfaction of our corporate equity plan clients, overseeing a team of equity plan managers for an assigned group of clients. As a key member of the Equity Plan Management team, this individual will report directly to the Head of Equity Plan Service Delivery and partner regularly with leadership across Relationship Management, Product, Operations, and Technology.This role may include travel (10-20%), dependent upon the needs of assigned clients.Your expertise• Bachelor's degree or higher preferred • 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 • CEP designation or willingness to pursue; Series 7, 66, 9, 10 licenses are a plus• 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 solverAbout usUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.Salary informationThe indicative gross base salary range as a full-time equivalent role: • United States - New Jersey - Weehawken min USD 120000 - max USD 160000 /annumThe expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.Join usAt 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.Disclaimer / Policy statementsUBS 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.Country / State: United States - New Jersey, United States - TennesseeFunction Category: Client advisory / Relationship management, OperationsBusiness Divisions: Global Wealth Management
$120k - $160k
...business partners to deliver solutions and identify new... ...Service Managers, and Plan Administrators• be responsible for... ...extensions • participate and lead sales/RFP efforts as... ...manage their employee equity plansYour Career... ...businesses within UBS Wealth Management (WM) and serves...Employment EquityFull timeContract workPart timeFlexible hours- ...offers innovative financial solutions to millions of consumers,... ...cash and/or forfeitable equity, awarded in recognition... ...centers, a retirement savings plan, backup childcare,... ...Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and...Employment Equity
- ...branch sites listed below: Nashville, Franklin As a Client... ...understanding of general financial planning concepts Proven customer... ...transactions to include options, equities, mutual funds and fixed... ...the issue and communicate the solution to the client Uncover opportunities...Employment EquityFull timeRemote work
$124.1k - $169.1k
...pursuing your own leads to successful conclusions... ...with strong Solution Selling... ...selling to Private Equity and Venture Capital... ...create comprehensive workplace transformation solutions... ...incentive plan, subject to plan participation... ...City, New York; Nashville, Tennessee; St....Employment EquityFull timeContract workPart timeWork at officeLocal areaFlexible hours$158.95k - $220k
...: Field BasedLocation: Nashville (Metro), TNDiscover your... .../account/customer plans to drive achievement of... ...assigned accounts and leads appropriate coordination... ...committed to building a workplace with an inclusive culture... ...other incentive plans, equity awards, pension or retirement...Employment EquityFull timePart timeLocal area$77k - $143k
...Specialist (TAS), you’ll lead with purpose – crafting... ..., and navigate solutions that link customers to... ...a strategic territory plan by aligning shared priorities... ...considered for annual equity awards.US-based eligible... ...; Lebanon (Tennessee); Nashville (Tennessee)Type: Full time...Employment EquityFull timePart timeInternshipLocal areaRemote workHome officeVisa sponsorshipRelocation package$220k - $240k
...Operations vision, lead a team spanning... ...to Built's annual plan, operate with near... ...spanning analytics, CRM administration, process design,... ...will include equity, market-current medical... ...not based in the Nashville area are required... ...a safe, inclusive workplace where every employee...Employment EquityPart timeFor contractorsFor subcontractorWork at office$82.08k - $193.44k
...hybrid role based in Nashville, TN. About the... ...with a focus on Planning, OTC, Logistics, and Master Data solutions Contribute to successful... ..., Internal pay equity. It is not... ...inclusion in the workplace. Capgemini also participates... ...by its market leading capabilities in AI...Employment EquityPermanent employmentFull timeContract workTemporary workLocal area$45k - $65k
...Support Representative Nashville (Hybrid) At Built,... ...seeking guidance or solutions on our platform. As a... ...mastering our industry-leading construction and real... ...at Built will include equity, top-notch medical, dental... ...a safe, inclusive workplace where every employee can...Employment EquityRemote work$126.82k - $149.2k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM... ...on wealth and estate planning, investments, banking, credit... ...charitable giving, and fiduciary administration. In addition, PWM has specialized... ...and recognition programs, equity stock purchase 401(k) contribution...Employment EquityTemporary workWork experience placement3 days per week$73.97k - $83.2k
...Housing Agency (MDHA) Nashville, TN MDHA serves... ...ratio, return on equity, and subsidy loan... ..., or capital planning for multifamily housing... ..., recommend solutions, and support process... ...degree in public administration, business... ...Tennessee as a Drug‑Free Workplace #J-18808-Ljbffr...Employment EquityLocal area$50k
...HUNGRY is revolutionizing workplace dining with an... ...meals, snacks, and pantry solutions, HUNGRY ensures every... ...other channels to qualify leads and set up next steps... ..., high-energy team in Nashville, TN that thrives on... ...Competitive Compensation Equity Medical, Dental,...Employment EquityWork experience placementInternshipLocal areaWork from homeFlexible hours$155.6k - $306.8k
...Private Equity M&A Strategy & Diligence... ...implement practical solutions before, during, and... ...practice, you will lead teams through high-... ...diligences and building plans that actually get executed... ...include asset, wealth, and investment advisers and administrators from every sector...Employment EquityOdd jobPart timeWork experience placementLocal area$189.2k - $372.9k
...Private Equity M&A Strategy & Diligence... ...implement practical solutions before, during, and... ...Private Equity (PE), leading fast-paced... ...operational upside, synergy planning, and integration/... ...include asset, wealth, and investment advisers and administrators from every sector...Employment EquityOdd jobPart timeWork experience placement- ...carbon, and battery storage solutions for a diverse set of partners... ...creating a diverse and inclusive workplace that is reflective of the... ...Commercial TransactionsLocation: Nashville, TNSilicon Ranch Legal... ...including loan agreements, tax equity agreements, letters of credit...Employment EquityPart timeLocal area
$193.6k - $414.4k
...This executive role will lead a high-performing team... ...can be based in Nashville, TN#LI-ES2Only Oracle brings... ...the way in AI and cloud solutions that impact billions of... ...be eligible for bonus, equity, and compensation deferral... ...Savings and Investment Plan with company match8....Employment EquityTemporary workPart timeFlexible hours$96k - $152k
...and scale enterprise AI solutions that transform... ...location, and internal equity. In addition, other compensation... ...), stock purchase plan, education... ...commuting distance to Nashville, TN (preferred) or Cambridge... ...and maintains a drug-free workplace. #J-18808-Ljbffr...Employment EquityFull timeWork at officeImmediate startWork visaRelocation package3 days per week$12 - $12.5 per hour
...Nashville (Bellevue), TN 7657 Highway 70 S, Nashville, TN 37221,... ...Provinces in Canada, and has plans to double its club count over... ...America, a New York-based private equity firm managing $9.9 billion of... ...an inclusive and diverse workplace environment and welcome talent...Employment EquityFull timeWork at officeShift workNight shift$124.5k - $199k
...Media Manager (Office: Nashville, TN) Job Description... ...and paid social plans into every activation... ...deliverables; comfortable leading internal teams and external... ..., and internal equity. In addition, other... ...Disability/Vets and maintains a drug-free workplace....Employment EquityFull timeWork at officeImmediate startWork visaRelocation packageShift work3 days per week$141.2k - $278.3k
...and operate integrated/verticalized sector solutions in software, data, AI, network, and... ...ends on 07/31/2026. Work You’ll Do As a Lead AI and Data Science Engineer II on the AI... ...driving transformation, advancing health equity, and leading a well-being revolution. Where...Employment EquityPart timeStart working todayLocal areaVisa sponsorshipFlexible hours$207.9k - $283.2k
...business development, leading complex client... ...deliver integrated solutions. The ideal... ...control, and strategic planning. Drive new business... ...attorneys, private equity sponsors, investment... ...any form of workplace harassment based on... ...Garden City, New York; Nashville, Tennessee; San...Employment EquityFull timeContract workPart timeLocal areaFlexible hours$120k - $140k
...risk-management solutions.This is a highly... ...to contract close.Lead strategic conversations... ..., draw-administration process, and operational... ...will include equity, top-notch medical... ...not based in the Nashville area are required... ...safe, inclusive workplace where every employee...Employment EquityContract workPart timeFor contractorsWork at office- ...client relationships The Private Wealth Advisor Development Framework... ...and developing innovative solutions for clients Self-motivated... ...Protection, Comprehensive Financial Planning, Retirement Planning,... ...We actively manage several US equity, international equity, fixed...Employment Equity
$164.3k - $260.3k
...a hybrid, multi-cloud world. Leading enterprises use our unified security... ...-leading enterprise software solutions.Your Impact:This leadership... ...regional revenue retention plans with organizational and... ...including incentive compensation*, equity, or benefits.Individual pay...Employment EquityFull timeTemporary workPart timeLocal areaRemote workFlexible hours$35k - $50k
...Provider Enrollment Specialist - Nashville, TN (On-site) Join the group that solves business... ...people who thrive on finding innovative solutions to some of healthcare's biggest... ...depending on geographic region, internal equity, job-related knowledge, skills, and experience...Employment EquityFull timeWork at officeMonday to FridayFlexible hours$189k - $351k
...and develop win/win solutions; proactively stay... ...set of supportive workplace policies designed... ...knowledge to grow, lead, and thrive in an... ...comprehensive benefit plans to include... ...given to internal equity. Base pay and any... ...America, Frisco, Texas; Nashville, TennesseeType:...Employment EquityFull timePart timeLocal areaWork from homeHome officeFlexible hours$133.1k - $306.4k
...customer-focus of the leading enterprise... ...excellence. We strive for equity, inclusion, and... ...and flexible workplace where you’ll belong... ...and owned roadmap planning, talent review, and... ...way in AI and cloud solutions that impact billions... ...work ONSITE in Nashville-TN. Relocation Assistance...Employment EquityTemporary workPart timeRelocation packageLong distanceFlexible hoursNight shift$199.2k - $273.8k
...portfolio of hardware and software solutions. Reporting to the Sr. Director... ...evolving market—ensuring we lead with both innovation and... ...including incentive compensation*, equity, or benefits.Individual pay is... ...benefits, subject to Cisco’s plan eligibility rules, which...Employment EquityFull timeTemporary workPart timeLocal areaRemote workFlexible hours$179.9k - $242.6k
...strategies into actionable execution plans.ResponsibilitiesGTM Strategy... ....Experience developing and leading strategic GTM initiatives... ...for 40 years to create solutions that power how humans and technology... ...incentive compensation*, equity, or benefits.Individual pay is...Employment EquityFull timeTemporary workPart timeLocal areaRemote workFlexible hours- ...market clients integrated solutions across Transaction... ...Managing Director will lead high-impact client... ...Advise executives, private equity sponsors, lenders, and... ...forecasting, scenario planning and value creation... ...Houston, Los Angeles, Nashville, New York, Palm Beach...Employment EquityInterim roleWork at officeRelocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Equity Plan Administration Lead, Workplace Wealth Solutions (Nashville). Be the first to apply!
- equity sales Nashville, TN
- director private equity Nashville, TN
- diversity equity Nashville, TN
- private equity accountant Nashville, TN
- private equity intern Nashville, TN
- private equity sales Nashville, TN
- director of equity and inclusion Nashville, TN
- private equity associate Nashville, TN
- investment intern (private equity) Nashville, TN
- equity bank Nashville, TN












