UBS
Team Client Relationship Specialist – UBS
Join UBS as a Team Client Relationship Specialist to support the strategic marketing activities for the Shantz Mantione Group.
Your role As the operational "glue" between ideation and execution, you will manage marketing calendars, coordinate events, oversee content workflows, and maintain stakeholder relationships.
Channel Coordination & Project Management
Own the marketing and event calendar for assigned partner(s), managing timelines, milestones, and touchpoints across podcast, newsletter, social media, and event channels.
Serve as operational liaison with the external marketing team to coordinate content approvals, feedback loops, deliverable timelines, and campaign execution.
Utilize marketing platforms, CRM systems, and project management tools to streamline workflows.
Coordinate with the team lead for expense processing related to marketing efforts.
Event Execution Support
Manage logistics and follow‑through for salons, forums, stakeholder roundtables, and invite‑only workshops.
Coordinate invite lists, RSVPs, venue communications, and branded materials.
Implement post‑event SOPs: distribute recaps, feedback surveys, and personalized follow‑ups.
Audience & List Management
Maintain and segment the stakeholder’s channel‑specific audience database based on persona (e.g., founder, inheritor, woman in transition).
Assist in list hygiene, tagging, and campaign‑specific segmentation.
Marketing Asset Deployment
Work closely with UBS marketing team to prepare compliant marketing assets for internal and external distribution (LinkedIn, email).
Manage publishing calendars for podcast and newsletter cadence, ensuring alignment with campaign themes and events.
Content Workflow Oversight
Coordinate podcast production process (guest logistics, scripts, release schedule).
Track newsletter performance metrics and suggest timing refinements based on data.
Accountability & Communication
Provide weekly check‑ins with assigned partner(s) and internal stakeholders to track progress, flag issues, and ensure follow‑through.
Maintain a "Client Whisper" log to capture relationship details, preferences, and insights for future personalization.
Salary Information
Stamford: $70,000 – $105,000
West Palm Beach: $60,000 – $90,000
US only: $60,000 – $105,000 (based on experience, qualifications, education, location and skill level)
Job Type: Full Time
Job Reference #: 332672BR
Locations: Stamford, West Palm Beach
Team & Opportunity The Shantz Mantione Group is seeking a highly detail‑oriented and proactive Team Client Relationship Specialist to support execution of strategic marketing activities across three key channels – multi‑generational wealth, business owners, and women & wealth.
Why Join Us? • Be at the center of strategic marketing for a Forbes‑recognized wealth management team. • Collaborate directly with four industry‑leading partners and external experts. • Drive innovation in client engagement and brand building. • Thrive in a collaborative, fast‑paced, and supportive environment.
Your Expertise – Required Skills & Experience
2+ years in a marketing coordination, events, or communications role.
Exceptional organizational skills and calendar management proficiency.
Familiarity with email platforms, podcast workflows, and CRM list segmentation (Excel proficiency required; Dynamics 365 a plus).
Strong written and verbal communication skills.
Experience working within compliance‑heavy environments is highly desirable.
Professional poise and discretion when handling UHNW prospect data and communications.
Bonus If You Have
Experience in luxury, private wealth, or boutique financial services.
Background supporting senior executives or founder‑centric communities.
A love for checklists, project boards, and making others shine.
Ready to Make an Impact? If you’re passionate about marketing, thrive in a dynamic environment, and want to help shape the future of private wealth management, we invite you to apply and join our high‑performing team.
About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities, with a presence in more than 50 markets worldwide.
Equal Opportunity Statement 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.
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Your role As the operational "glue" between ideation and execution, you will manage marketing calendars, coordinate events, oversee content workflows, and maintain stakeholder relationships.
Channel Coordination & Project Management
Own the marketing and event calendar for assigned partner(s), managing timelines, milestones, and touchpoints across podcast, newsletter, social media, and event channels.
Serve as operational liaison with the external marketing team to coordinate content approvals, feedback loops, deliverable timelines, and campaign execution.
Utilize marketing platforms, CRM systems, and project management tools to streamline workflows.
Coordinate with the team lead for expense processing related to marketing efforts.
Event Execution Support
Manage logistics and follow‑through for salons, forums, stakeholder roundtables, and invite‑only workshops.
Coordinate invite lists, RSVPs, venue communications, and branded materials.
Implement post‑event SOPs: distribute recaps, feedback surveys, and personalized follow‑ups.
Audience & List Management
Maintain and segment the stakeholder’s channel‑specific audience database based on persona (e.g., founder, inheritor, woman in transition).
Assist in list hygiene, tagging, and campaign‑specific segmentation.
Marketing Asset Deployment
Work closely with UBS marketing team to prepare compliant marketing assets for internal and external distribution (LinkedIn, email).
Manage publishing calendars for podcast and newsletter cadence, ensuring alignment with campaign themes and events.
Content Workflow Oversight
Coordinate podcast production process (guest logistics, scripts, release schedule).
Track newsletter performance metrics and suggest timing refinements based on data.
Accountability & Communication
Provide weekly check‑ins with assigned partner(s) and internal stakeholders to track progress, flag issues, and ensure follow‑through.
Maintain a "Client Whisper" log to capture relationship details, preferences, and insights for future personalization.
Salary Information
Stamford: $70,000 – $105,000
West Palm Beach: $60,000 – $90,000
US only: $60,000 – $105,000 (based on experience, qualifications, education, location and skill level)
Job Type: Full Time
Job Reference #: 332672BR
Locations: Stamford, West Palm Beach
Team & Opportunity The Shantz Mantione Group is seeking a highly detail‑oriented and proactive Team Client Relationship Specialist to support execution of strategic marketing activities across three key channels – multi‑generational wealth, business owners, and women & wealth.
Why Join Us? • Be at the center of strategic marketing for a Forbes‑recognized wealth management team. • Collaborate directly with four industry‑leading partners and external experts. • Drive innovation in client engagement and brand building. • Thrive in a collaborative, fast‑paced, and supportive environment.
Your Expertise – Required Skills & Experience
2+ years in a marketing coordination, events, or communications role.
Exceptional organizational skills and calendar management proficiency.
Familiarity with email platforms, podcast workflows, and CRM list segmentation (Excel proficiency required; Dynamics 365 a plus).
Strong written and verbal communication skills.
Experience working within compliance‑heavy environments is highly desirable.
Professional poise and discretion when handling UHNW prospect data and communications.
Bonus If You Have
Experience in luxury, private wealth, or boutique financial services.
Background supporting senior executives or founder‑centric communities.
A love for checklists, project boards, and making others shine.
Ready to Make an Impact? If you’re passionate about marketing, thrive in a dynamic environment, and want to help shape the future of private wealth management, we invite you to apply and join our high‑performing team.
About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities, with a presence in more than 50 markets worldwide.
Equal Opportunity Statement 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.
#J-18808-Ljbffr