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Your role

Are you passionate about enhancing customer engagement and driving product adoption in the field? Do you have experience in managing customer relationships and providing exceptional support, in a Wealth Management environment?

We're seeking a Customer Success Manager to join our STAAT Field Solutions team and help us deliver outstanding service to our financial advisors.

• Advisor Onboarding and Training: Collaborate with Digital Specialists & Marketing team to guide financial advisors through the onboarding process for new applications, provide training sessions, create user guides, and offer ongoing support.
• Gatekeeper Education: Educate gatekeepers such as digital specialists, field leaders, and STAAT Academy to deepen product penetration.
• Proactive Engagement: Regularly check in with advisors to understand their needs and goals, identifying opportunities for improvement.
• Internal Relationship Management & Support: Act as the main point of contact for any issues or questions about the STAAT team applications, ensuring advisors feel supported and confident. Resolve issues quickly by coordinating with other departments, such as IT and product development.
• Feedback Gathering and Analysis: Collect and analyze feedback from advisors to identify areas for improvement and share with the product development team.
• Adoption and Usage Monitoring: Encourage and track the adoption and usage of internal applications, monitoring key performance indicators (KPIs). Collaborate with Product Managers and Analytics teams to define adoption metrics.
• Advocacy and Communication: Act as an advocate for advisors within the company, promoting success stories and best practices.
• Collaboration with Product managers: Work closely with Product Managers to ensure continuous improvement based on feedback.
• Event Representation: Represent STAAT in regional and branch events to promote the STAAT product portfolio.
• CRM Ownership: Own the field CRM tool, tracking interactions and engagement with advisors.
• User Personas Definition: Work with UX teams to define user personas and better understand and cater to the needs of advisors.

Detailed salary information:

• New York: the salary range for this role is $157000 to $205000

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 team

You'll be part of our STAAT Field Solutions Team within the Data & Analytics Foundational Platforms group. Our team embraces an entrepreneurial “start-up” mindset, dedicated to making a significant impact and advancing digital innovation within the UBS Wealth Management business

Your expertise

• Bachelor's degree in finance, Business, or a related field; advanced degree preferred.
• 10 years of work experience with 4+ years in customer success, relationship management, or a related role within the financial services industry.
• Strong understanding of wealth management and the needs of financial advisors.
• Exceptional communication and interpersonal skills, able to build strong relationships with internal users.
• Proven ability to drive product adoption and engagement.
• Experience in gathering and analyzing feedback to inform product improvements.
• Strong problem-solving skills and the ability to resolve issues efficiently.
• Ability to work collaboratively with cross-functional teams.
• Familiarity with CRM tools and metrics monitoring.

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 $157000 to $205000 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.

Contact Details

UBS Business Solutions SA

UBS Recruiting

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.

Customer Success Manager, Field Solutions | UBS - Experienced professionals - job boards