Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

WM Americas, Initiative Manager, Risk & Regulatory Initiatives

Hoboken, NJ

Your role

Are you an experienced initiative manager with a track record of driving the success of large scale, complex initiatives? Do you enjoy managing the day-to-day progress of multiple inter-linked activities? Do you want to play a key role in transforming UBS into an agile organization?

We're looking for an Initiative Manager to:

• manage the WMUS's digital team's scope of work on 2 critical initiatives: 1) Reg BI / Call Notes and 2) Actimize Implementation
• lead the team in finalizing and clearly articulating the change requirements
• establish practical and achievable timelines for the build, test, and delivery efforts
• drive and support the delivery of a variety of teams across multiple WM products, business functions and platforms

Want more jobs like this?

Get Design and UX jobs in Hoboken, NJ delivered to your inbox every week.

By signing up, you agree to our Terms of Service & Privacy Policy.

• provide transparency of status and progress on the initiatives, and drive the resolution of issues that arise across the work streams
• coordinate user feedback and testing in support of the user experience design work.
• coordinate end-to-end solution testing efforts and test result signoffs with SMEs across the Business, Operations and IT
• prepare and deliver initiative updates to senior leaders and stakeholders within the organization
• collaborate with other key platform owners to drive towards a fully integrated experience and solution design

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

The Field and Operational Platforms team is responsible for transformational strategies that provide better tools for our Financial Advisors, support professionals, and our clients. One key component of the program is providing Financial Advisors and Field Leaders with leading technology platforms to manage risk and meet regulatory requirements. We work in an Agile environment, and in close partnership with our control partners in Legal, Risk, and Compliance to improve our risk management capabilities. You will be responsible for managing two of UBS' key Risk Management initiatives that aim to address changing regulations and improve risk management capabilities. This first initiative (Reg BI / Call Notes) seeks to enhance the tools supporting Financial Advisors ability to capture notes and information from their client interactions. This is a complex initiative spanning several of our key platforms and working closely with our risk management partners and user experience design team. The second initiative (Actimize Implementation) is a multi-year program to implement Actimize's Surveil-X software to enhance and simplify our portfolio of supervisory applications.

Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• bachelor's degree or equivalent experience required
• ideally 10 plus years of experience in Wealth Management
• proven experience in and deep-subject matter expertise of the financial services industry, wealth management, operational processes, risk management and regulatory framework
• experience leading and delivering largescale cross-enterprise programs and teams
• highly motivated independent leader with a strong work ethic
• experience and knowledge of Agile methodologies and practices
• ability to effectively communicate in both business and technical contexts including managing relationships with industry partners and other teams
• excellent analytical, process-oriented, problem-solving, and issues-resolution skills
• ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges
• strong interpersonal skills - freely develops networks, builds consensus, and prioritizes effectively


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.

Client-provided location(s): Weehawken, NJ 07086, USA
Job ID: UBS-286696BR
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Mental Health Benefits
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA With Employer Contribution
    • HSA With Employer Contribution
    • On-Site Gym
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Family Support Resources
    • On-site/Nearby Childcare
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Casual Dress
    • On-Site Cafeteria
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • Performance Bonus
    • Financial Counseling
    • 401(K) With Company Matching
    • Stock Purchase Program
  • Professional Development

    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Tuition Reimbursement
    • Learning and Development Stipend
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at UBS.