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UBS · United States

# Equity Associate Plan Manager, Workplace Wealth Solutions

United States Manager or lead Executive & Management 

Listed on UBS’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=347295)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Equity Associate Plan Manager, Workplace Wealth Solutions

## Job description

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

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: United States[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=347295)

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