Hybrid Financial Wellness Program Manager, Workplace Wealth Solutions chez UBS
UBS · Weehawken, États-Unis d'Amérique · Hybrid
- Senior
- Bureau à Weehawken
Your role
• execute program management related tasks, including but not limited to: managing contract review and execution, developing marketing resources, supporting platform and service enhancements, conducting pricing and competitive analysis reviews, and developing and maintaining program policies and procedures.
• act as the key point of contact and subject matter expert for the UBS Financial Wellness program, and responsible for resolving any program related inquiries from financial advisors, relationship managers and Financial Wellness coaches.
• manage 3rd party partnerships with vendors who provide additional services to UBS and support the vendor management process
• develop and maintain product and marketing resources used to present the UBS Financial Wellness offering to corporate clients and prospects as well as materials used by financial advisors, relationship managers and Financial Wellness coaches
• collaborate with various internal and external stakeholders (Legal, Compliance, Supervision, Relationship Managers, Financial Wellness Coaches, Marketing, Operations, Risk, Technology, external vendors) to effectively manage and enhance the program
• define and drive business strategy and program development initiatives to ensure UBS’s offering remains competitive; key responsibilities in this area include: stakeholder management, development of business cases, project plans and presentations, analysis of market data and competitor landscape, and creation of work product needed to obtain required approvals or implement new processes.
Detailed salary information:
• Weehawken: the salary range for this role is $135000 to $175000
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.
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Join us
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?
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Your expertise
• ideally, 5+ years financial services industry experience
• familiarity with financial wellness and retirement plan business, with the desire to increase knowledge quickly
• effective project management skills and ability to multi-task in a fast-paced environment and navigate complex problems with multiple stakeholders
• proficient in using Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics
• proficient in using Alteryx and Tableau, or have the ability to learn quickly
• Series 7, 66 licenses (preferred but not required)
• a proactive self-starter who follows up on deliverables and makes key observations and strategic recommendations
• someone with a client service mindset, who anticipates client needs and establishes standards, processes and deliverables that exceed expectations
• an effective communicator (written and verbal) who can interface with multiple levels throughout the organization
About us
We have a presence in all major financial centers in more than 50 countries.