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p>Key Responsibilities: • Educate clients on account services and capabilities • Input data in to financial planning tools • Assist with the preparation of reports and other materials for client meetings • Ensure appropriate documentation is collated for new accounts and service requests. Visit ubs.com/careers.
Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Were 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. The indicative gross base salary range as a full-time equivalent role: United States - Washington - Bellevue USD 65000 max USD 85000/annum.
p>Education and Experience Required: Bachelors degree and a minimum of 1 years financial services client service experience, or in lieu of a degree, a combined minimum of 5 years higher education and/or work experience, including a minimum of 1 years financial services client service experience. Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.
li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Facilitate and work independently in partnership with external clients leading benefit analysis and development of structured programs to engage members including open enrollment strategy wellness services deployment implementation oversight acting in a consultative role to strengthen relationships and maximize value realization on behalf of client. Creates demand for the organizations products and services by successfully managing the internal and external client implementation of additional products services administrative capabilities and/or the integration of third-party vendor solutions.
The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. The MSM supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation.
Responsibilities include drafting or reviewing transaction documents for asset based financings, including flow purchase agreements, loan and security agreements, servicing agreements, governing documents for SPV issuer and related legal opinions, and generally leading asset based warehouse financing transactions on behalf of borrower and lender clients. Advise banks and bank holding companies on investments, activities, and mergers and acquisitions, affiliate transactions (Regulation W), fiduciary activities (Part 9), exceptions for banks from the definition of broker (Regulation R), insider transactions (Regulation O), activities conducted by non-U.S.
Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.
Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.
Responsibilities include drafting or reviewing transaction documents for asset based financings, including flow purchase agreements, loan and security agreements, servicing agreements, governing documents for SPV issuer and related legal opinions, and generally leading asset based warehouse financing transactions on behalf of borrower and lender clients. Advise banks and bank holding companies on investments, activities, and mergers and acquisitions, affiliate transactions (Regulation W), fiduciary activities (Part 9), exceptions for banks from the definition of broker (Regulation R), insider transactions (Regulation O), activities conducted by non-U.S.
Other Skills and Abilities:The following will also be required of the successful candidate:Strong organizational skillsStrong attention to detailExcellent judgmentStrong interpersonal communication skillsStrong analytical and problem-solving skillsAble to work harmoniously and effectively with othersAble to preserve confidentiality and exercise discretionAble to work under pressureAble to manage multiple projects with competing deadlines and prioritiesAble to work independently with a high degree of initiative, creativity, and self-motivation in a distributed team environmentSalaries vary by location and are based on numerous factors, including, but not limited to, the relevant market, skills, experience, and education of the selected candidate. Assist in business development efforts for the Litigation GPG and PATs, including compiling, organizing, and making available client pitch materials, identifying relevant issues and developments for clients, and preparing contributions to client-facing publications (e.g., bulletins, newsletters, etc.).Regularly communicate with the lawyers to establish legal project management processes to track information at all stages of a matter and conduct post-matter reviews of lessons learned to update knowledge content and to obtain information in determining what knowledge resources are most relevant.
Responsibilities include drafting or reviewing transaction documents for asset based financings, including flow purchase agreements, loan and security agreements, servicing agreements, governing documents for SPV issuer and related legal opinions, and generally leading asset based warehouse financing transactions on behalf of borrower and lender clients. Advise banks and bank holding companies on investments, activities, and mergers and acquisitions, affiliate transactions (Regulation W), fiduciary activities (Part 9), exceptions for banks from the definition of broker (Regulation R), insider transactions (Regulation O), activities conducted by non-U.S.
Responsibilities include drafting or reviewing transaction documents for asset based financings, including flow purchase agreements, loan and security agreements, servicing agreements, governing documents for SPV issuer and related legal opinions, and generally leading asset based warehouse financing transactions on behalf of borrower and lender clients. Advise banks and bank holding companies on investments, activities, and mergers and acquisitions, affiliate transactions (Regulation W), fiduciary activities (Part 9), exceptions for banks from the definition of broker (Regulation R), insider transactions (Regulation O), activities conducted by non-U.S.
3. Advise on and oversee legal due diligence and transaction execution, from term sheet and exclusivity negotiation through post-closing integration, including representation and warranty insurance structuring and insurer engagement, regulatory and licensing diligence for complex healthcare and energy assets, drafting and negotiating disclosure schedules, navigating signing-to-closing covenants and regulatory approvals, and preparation of funds flows and closing deliverables. 2. Structure, draft, and negotiate complex transaction documents across full private equity and M&A spectrum, including bespoke merger agreements (public and private), stock and asset purchase agreements with industry-specific indemnity and earn-out mechanics, LP and LLC agreements with tailored carried interest waterfalls and GP claw-backs, equity commitment letters, limited guarantees, and side letters addressing key person, informational, and co-investment rights.
Other Skills and Abilities:The following will also be required of the successful candidate:Strong organizational skillsStrong attention to detailExcellent judgmentStrong interpersonal communication skillsStrong analytical and problem-solving skillsAble to work harmoniously and effectively with othersAble to preserve confidentiality and exercise discretionAble to work under pressureAble to manage multiple projects with competing deadlines and prioritiesAble to work independently with a high degree of initiative, creativity, and self-motivation in a distributed team environmentSalaries vary by location and are based on numerous factors, including, but not limited to, the relevant market, skills, experience, and education of the selected candidate. Assist in business development efforts for the Litigation GPG and PATs, including compiling, organizing, and making available client pitch materials, identifying relevant issues and developments for clients, and preparing contributions to client-facing publications (e.g., bulletins, newsletters, etc.).Regularly communicate with the lawyers to establish legal project management processes to track information at all stages of a matter and conduct post-matter reviews of lessons learned to update knowledge content and to obtain information in determining what knowledge resources are most relevant.
Other Skills and Abilities:The following will also be required of the successful candidate:Strong organizational skillsStrong attention to detailExcellent judgmentStrong interpersonal communication skillsStrong analytical and problem-solving skillsAble to work harmoniously and effectively with othersAble to preserve confidentiality and exercise discretionAble to work under pressureAble to manage multiple projects with competing deadlines and prioritiesAble to work independently with a high degree of initiative, creativity, and self-motivation in a distributed team environmentSalaries vary by location and are based on numerous factors, including, but not limited to, the relevant market, skills, experience, and education of the selected candidate. Assist in business development efforts for the Litigation GPG and PATs, including compiling, organizing, and making available client pitch materials, identifying relevant issues and developments for clients, and preparing contributions to client-facing publications (e.g., bulletins, newsletters, etc.).Regularly communicate with the lawyers to establish legal project management processes to track information at all stages of a matter and conduct post-matter reviews of lessons learned to update knowledge content and to obtain information in determining what knowledge resources are most relevant.
Other Skills and Abilities:The following will also be required of the successful candidate:Strong organizational skillsStrong attention to detailExcellent judgmentStrong interpersonal communication skillsStrong analytical and problem-solving skillsAble to work harmoniously and effectively with othersAble to preserve confidentiality and exercise discretionAble to work under pressureAble to manage multiple projects with competing deadlines and prioritiesAble to work independently with a high degree of initiative, creativity, and self-motivation in a distributed team environmentSalaries vary by location and are based on numerous factors, including, but not limited to, the relevant market, skills, experience, and education of the selected candidate. Assist in business development efforts for the Litigation GPG and PATs, including compiling, organizing, and making available client pitch materials, identifying relevant issues and developments for clients, and preparing contributions to client-facing publications (e.g., bulletins, newsletters, etc.).Regularly communicate with the lawyers to establish legal project management processes to track information at all stages of a matter and conduct post-matter reviews of lessons learned to update knowledge content and to obtain information in determining what knowledge resources are most relevant.