UBS
Team Client Relationship Specialist
Company: UBS
Locations: Stamford, West Palm Beach
Your role 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 existing Team lead for expense processing for any expenses 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 Standard Operating Procedures (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 at refinements based on data.
Accountability & Communication
Provide weekly check‑ins with assigned Partners and internal stakeholders to track process, flag issues, and ensure follow‑through.
Maintain a “Client Whisper” log to capture relationship details, preferences, and insights for future personalization.
Detailed salary information
Stamford: the salary range for this role is $70,000 to $105,000
West Palm Beach: the salary range for this role is $60,000 to $90,000
Job Type Full Time
Job Reference # 332810BR
City Stamford, West Palm Beach
Your team 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. This role is central to ensuring consistent delivery of compliant, high‑touch content, events, and outreach for one of the most dynamic client acquisition strategies targeting ultra‑high‑net‑worth individuals. You will act as the operational “glue” between ideation and execution ensuring curated experiences, thought leadership assets, and prospect communications are delivered flawlessly on schedule.
Why Join UBS?
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 collaborative, fast‑paced, and supportive environment where your ideas and initiative are valued.
Skills & Experience
Ideally 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.
Additional Skills (not Required But Desirable)
Experience in luxury, private wealth, or boutique financial services.
Background supporting senior executives or founder‑centric communities.
Passion for checklists, project boards, and making others shine.
What Success Looks Like
Consistent cadence of content and events without last‑minute scrambling.
Achieve consistent growth in audience engagement and prospect pipeline.
Maintain 100% compliance with UBS and regulatory standards.
Smooth, well‑documented event and content production workflows.
No missed deadlines, no dropped leads, and steady growth in prospect engagement.
Stakeholders show up as visible, thoughtful, and strategic voices for their channels while you run the machine behind them.
Receive regular feedback and recognition for your contributions, with opportunities to present results to leadership.
About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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.
Seniority level Not Applicable
Employment type Full‑time
Job function Other
Industries Banking, Financial Services, and Investment Banking
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Locations: Stamford, West Palm Beach
Your role 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 existing Team lead for expense processing for any expenses 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 Standard Operating Procedures (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 at refinements based on data.
Accountability & Communication
Provide weekly check‑ins with assigned Partners and internal stakeholders to track process, flag issues, and ensure follow‑through.
Maintain a “Client Whisper” log to capture relationship details, preferences, and insights for future personalization.
Detailed salary information
Stamford: the salary range for this role is $70,000 to $105,000
West Palm Beach: the salary range for this role is $60,000 to $90,000
Job Type Full Time
Job Reference # 332810BR
City Stamford, West Palm Beach
Your team 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. This role is central to ensuring consistent delivery of compliant, high‑touch content, events, and outreach for one of the most dynamic client acquisition strategies targeting ultra‑high‑net‑worth individuals. You will act as the operational “glue” between ideation and execution ensuring curated experiences, thought leadership assets, and prospect communications are delivered flawlessly on schedule.
Why Join UBS?
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 collaborative, fast‑paced, and supportive environment where your ideas and initiative are valued.
Skills & Experience
Ideally 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.
Additional Skills (not Required But Desirable)
Experience in luxury, private wealth, or boutique financial services.
Background supporting senior executives or founder‑centric communities.
Passion for checklists, project boards, and making others shine.
What Success Looks Like
Consistent cadence of content and events without last‑minute scrambling.
Achieve consistent growth in audience engagement and prospect pipeline.
Maintain 100% compliance with UBS and regulatory standards.
Smooth, well‑documented event and content production workflows.
No missed deadlines, no dropped leads, and steady growth in prospect engagement.
Stakeholders show up as visible, thoughtful, and strategic voices for their channels while you run the machine behind them.
Receive regular feedback and recognition for your contributions, with opportunities to present results to leadership.
About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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.
Seniority level Not Applicable
Employment type Full‑time
Job function Other
Industries Banking, Financial Services, and Investment Banking
#J-18808-Ljbffr