Advisory Pricing and Billing Analyst bei UBS Group AG
UBS Group AG · Weehawken, Vereinigte Staaten Von Amerika · Onsite
- Junior
- Optionales Büro in Weehawken
Your role
We are seeking a multi-faceted individual to assume responsibilities for the administration of Advisory fee pricing and billing and support the Advisory program management team.
This role is for someone who enjoys the challenge of a fast-paced dynamic environment and is seeking an experience that supports day-to-day deliverables to maintain the business. An ideal candidate should have the skillset to prioritize and focus on multiple projects, bring a high attention to detail and become a contributing member of the team from day one.
We’re looking for someone like that who can:
• support pricing inquiries from Financial Advisors, including escalations for FA compensation and client billing inquiries.
• assume responsibility for day-to-day management of Advisory Pricing inbox that captures field requests related to pricing guidance, compensation review, account linking and more
• independently review, process and action requests related to Advisory fee billing, including collaboration with key internal stakeholders
• perform ad-hoc requests that include data analysis, report creation, presentations and various business management tasks
• serve as associate program manager for the Advisory platforms to manage operational issues, strategic & tactical initiatives, field inquiries and sales/marketing support
• facilitate strong interaction with various business areas and other teams such as Legal, Compliance, digital strategy, FA Compensation, Ops, Technology, Marketing, Asset Management and Communications
• assist with management of recurring weekly, monthly and quarterly tactical tasks related to the platform
Detailed salary information:
• Weehawken: the salary range for this role is $70000 to $93000
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.
This role is for someone who enjoys the challenge of a fast-paced dynamic environment and is seeking an experience that supports day-to-day deliverables to maintain the business. An ideal candidate should have the skillset to prioritize and focus on multiple projects, bring a high attention to detail and become a contributing member of the team from day one.
We’re looking for someone like that who can:
• support pricing inquiries from Financial Advisors, including escalations for FA compensation and client billing inquiries.
• assume responsibility for day-to-day management of Advisory Pricing inbox that captures field requests related to pricing guidance, compensation review, account linking and more
• independently review, process and action requests related to Advisory fee billing, including collaboration with key internal stakeholders
• perform ad-hoc requests that include data analysis, report creation, presentations and various business management tasks
• serve as associate program manager for the Advisory platforms to manage operational issues, strategic & tactical initiatives, field inquiries and sales/marketing support
• facilitate strong interaction with various business areas and other teams such as Legal, Compliance, digital strategy, FA Compensation, Ops, Technology, Marketing, Asset Management and Communications
• assist with management of recurring weekly, monthly and quarterly tactical tasks related to the platform
Detailed salary information:
• Weehawken: the salary range for this role is $70000 to $93000
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.
City
Weehawken
Job Type
Full Time
Country / State
United States - New Jersey
Function Category
Quantitative Analysis, Strategy
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.
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.
Your team
Your team
The candidate will work within the Advisory Solutions team at our Wealth Management headquarters in Weehawken, New Jersey. Our goal is to provide advisors with the platforms and resources to deliver the investment expertise, portfolio construction and financial oversight today’s clients are looking for.
The candidate will work within the Advisory Solutions team at our Wealth Management headquarters in Weehawken, New Jersey. Our goal is to provide advisors with the platforms and resources to deliver the investment expertise, portfolio construction and financial oversight today’s clients are looking for.
Your expertise
Your expertise
• good communication skills, to both technical and non-technical audiences
• strong analytical and problem-solving skills
• solid understanding of Wealth Management, included the managed accounts business
• working knowledge of portfolio construction process
• proven ability to motivate and collaborate with cross-functional colleagues
• strong quantitative ability and attention to detail
• background and understanding of strategy, technology and operations
• strong verbal and written communication skills
• bachelor's degree or equivalent
• series 7 and Series 66 licenses within six months of joining the team
• good communication skills, to both technical and non-technical audiences
• strong analytical and problem-solving skills
• solid understanding of Wealth Management, included the managed accounts business
• working knowledge of portfolio construction process
• proven ability to motivate and collaborate with cross-functional colleagues
• strong quantitative ability and attention to detail
• background and understanding of strategy, technology and operations
• strong verbal and written communication skills
• bachelor's degree or equivalent
• series 7 and Series 66 licenses within six months of joining the team
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.
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
US Only: The expected salary range for this role is $70000 to $93000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
