We are looking for an Account Management Director to lead a cross-product coverage team working closely with our Operations, Sales and Product Development Teams to build relationships with key clients, manage internal and external stakeholders, collaborate cross-divisionally on large initiatives as well as align on product specific strategies.

Detailed salary information:
• New York: the salary range for this role is $151000 to $194000
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.

Job Reference #

326039BR

City

New York

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

Integrated Client Lifecycle Services (ICLS) is responsible for the Client Experience of UBS Clients conducting business within Global Markets. The Account Management Lead is responsible for a dedicated team of Account Managers supporting varying product segments within Global Markets. This role is responsible for the overall interaction with our clients ensuring the health of the relationship and driving strategic enhancement in the relationship across various products. In addition, the role will be responsible for setting regional strategy, executing global strategy, internal stakeholder management as well as managing the day-to-day client service organization.

Your expertise

The candidate will act as the product lead for our Futures and Global Markets coverage teams as well as acting as a senior relationship manager to our clients. The candidate will be responsible for building relationships internally and externally, improving efficiency and managing overall client experience for key clients. Key to the role will be the candidate's ability to partner across a wide variety of internal teams to deliver on behalf of the client. The candidate should have a good understanding of all Equity and ETD products, excellent communication skills, be solution-oriented, strategic in nature and have approx. 8-10 years of previous experience in the financial services industry.

This candidate will report into the Regional Head of Client Service and work in partnership with the rest of the ICLS Organization.
Your role
• Managing the relationship and transactional oversight of high complex clients (banks, institutional clients, family offices, hedge funds & asset managers for Prime Brokerage Products.
• With the senior coverage team, set-up client visits to identify client needs and strengthen the relationship.
• Monitor all client related tasks (assignment/exercises, exchange notifications, breaks, margin calls) and ensure that the processes are highly efficient.
• Act as a point of Cross Product escalation for the client coordinating remediation and responses where appropriate.
• Work with the client to develop a strategic roadmap of product, process and technology deliverables.
• Keep stakeholders and management informed on relevant client related information (stats, client news, etc.).
• Prepare client analysis showing client specific performance vs KPI (Revenues, traded volumes, exceptions, stp rates, etc.).
Your Experience
You have:
• Excellent communication and relationship building skills.
• Strong project management skills.
• Prior client management experience and demonstrated client service competencies.
• Equity and Derivative knowledge, as well as familiarity with Prime Brokerage is strongly preferred.
• Familiarity with margining, corporate action, risk management, cash and collateral management, foreign exchange.

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.

Salary information

US Only: The expected salary range for this role is $151000 to $194000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At 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. 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 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.