Your role
Key Responsibilities:
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 databased 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 Parter(s) 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 $70000 to $105000
- West Palm Beach: the salary range for this role is $60000 to $90000
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 Type
Full Time
Job Reference #
332672BR
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 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 collaborative, fast-paced, and supportive environment where your ideas and initiative are valued.
Your expertise
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.
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.
Why This Role Matters
This role directly supports the Shantz Mantione Group’s growth goals across the three priority channels referenced. Without operational follow-through, high-value opportunities slip through the cracks. You’ll make sure they don’t.
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 Us
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.
Salary information
US Only: The expected salary range for this role is $60000 to $105000 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
