• collaborate with leads across Business, Platform & Technology counterparts, building strong relationships across the firm and have strong internal team and vendor management capabilities
• proactively identify value-added solutions and then develop and implement change initiatives which move the business forward
• assist in or manage testing workstreams in support of platform enhancements
• provide input around how to maximize the platform experience and capabilities that should be introduced

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Your team

You'll be joining the Advisory Investment Program crew in Weehawken, NJ. This team is focused on implementing the business strategy in advisory programs and platforms to deliver Advisor and client value.

Your expertise

You have:
• multiple years of experience delivering complex products to clients within the financial industry
• an understanding of the Wealth Management Industry and Advisory products and services. This should include:
o advisory solutions, including firm, advisor and client discretionary products
o end to end Advisory lifecycle including prospecting, proposals, enrollment and maintenance, portfolio construction and portfolio management
o unified Advisory Platform / Unified Managed Account capabilities, including sub-accounting, rebalancing and surveillance
• extensive experience writing / managing requirements / user stories and working with UX designers, Technology team and business stakeholders to achieve desired outcomes
• practical experience using prototyping tools to create interactive demonstrations of new product capabilities
• outstanding analytical capability and the ability to synthesize findings
• industry experience related to financial services

You are:
• data-driven, analytical and innovative mindset. Proven problem solving and decision making skills
• familiar with Agile development and methodology
• familiar with the Advisory lifecycle including proposals, enrollment and maintenance, portfolio construction and portfolio management

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How we hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html