Kathleen Su Song
About Kathleen Su Song
Kathleen Su Song serves as the Executive Director at UBS Financial Services, where she manages operations related to variable compensation for Financial Advisors. With extensive experience in compensation plan modeling and payroll management, she has held significant roles at McDonald Investments and Key Bank prior to her current position.
Current Role at UBS
Kathleen Su Song serves as the Executive Director at UBS Financial Services, a position she has held since 2007. In this role, she manages a team responsible for the daily operations related to variable compensation for Financial Advisors. Her responsibilities include acting as the primary liaison for Financial Advisor Rewards, collaborating with multiple departments such as Accounting, Risk, and both Internal and External Audit. She participates in the annual design and cost savings analysis of the Financial Advisor compensation plan, ensuring the effective administration of compensation structures.
Previous Experience at Key Bank
Before joining UBS, Kathleen Su Song worked at Key Bank as the Financial Advisor Compensation Manager from 2005 to 2007. During her two-year tenure, she focused on the management of compensation plans for financial advisors, contributing to the overall efficiency and effectiveness of the compensation structure within the organization.
Career at McDonald Investments
Kathleen Su Song spent 18 years at McDonald Investments, where she held the position of VP Manager of Inventory Commissions and Payroll from 1989 to 2007. In this role, she administered commissioned compensation plans, which included special payout structures and payroll management. She also provided revenue reporting for FOCUS and was responsible for the verification and reconciliation of brokerage revenue, including net interest and commissions. Additionally, she served as the Business Application Owner of the Financial Advisor Compensation System, overseeing its design, implementation, and ongoing data integrity.
Educational Background
Kathleen Su Song studied at Marquette University from 1977 to 1980, where she achieved a degree in Business Psychology. This educational background has contributed to her extensive knowledge and expertise in compensation plan modeling and cost-saving analysis, particularly in the financial services sector.
Expertise in Compensation Management
Kathleen Su Song has extensive experience in compensation plan modeling and cost-saving analysis. She has contributed to the annual structure and design of Financial Advisor compensation at both McDonald Investments and UBS Financial Services. Her deep understanding of compensation report design and execution is particularly relevant in the context of Financial Advisor and support staff payroll, as well as short-term disability payments.