Advisory Program Manager

UBS; Weehawken (NJ); On-site; USD 120,000 - 160,000; Full time

Job summary

UBS is seeking a Program Manager for the Advisory Solutions business in Weehawken, NJ. The role involves managing strategic and tactical initiatives with Financial Advisors, field leadership, internal stakeholders, and asset managers.

You will drive asset growth opportunities, expand Unified Managed Account capabilities, and coordinate with SMA managers on operational and regulatory matters. A background in wealth management and strong communication are essential.

Qualifications

• Excellent communication with strong verbal, written and presentation skills and the ability to convey information to senior leadership and stakeholders.
• Proven problem solver who can work autonomously or in a team.
• Series 7 and 66 (or equivalent), willingness to obtain required licenses within a set timeframe.
• Strong organizational skills, able to handle multiple initiatives and re-prioritize daily.
• Ideally 5+ years in Wealth Management or Financial services; Advisory experience preferred.
• Able to develop strong relationships with various stakeholders and navigate ambiguity.

Responsibilities

• Developing and implementing solutions to address opportunities for asset growth in the Advisory Solutions business.
• Contributing to and leading efforts to expand the Unified Managed Account platform capabilities.
• Collaborating with internal UBS counterparts and SMA managers on operational, trading, and investment holding questions.
• Liaising with risk partners and SMA managers to ensure regulatory alignment.
• Partnering with the UBS Investment Manager Analysis team on manager and strategy engagements and lifecycle communications with Advisors and clients.
• Maintaining regular communications with SMA managers to keep the Advisory business updated on developments.
• Engaging with Financial Advisor teams and other partners to inform on product enhancements and strategic vision.

Skills

Communication

Problem solving

Series 7 & 66

Organizational skills

Wealth management

Stakeholder relations

Adaptability

Job description

Key Responsibilities

The Program Manager role manages both strategic and tactical initiatives within the Advisory Solutions business and includes exposure to various aspects of the business. This role involves ongoing interactions with Financial Advisors, field leadership teams, internal stakeholders, and asset management firms.

Job Type

Full Time

Job Reference #

343145BR

City

Weehawken

Key Responsibilities

The Program Manager role manages both strategic and tactical initiatives within the Advisory Solutions business and includes exposure to various aspects of the business. This role involves ongoing interactions with Financial Advisors, field leadership teams, internal stakeholders, and asset management firms.

Responsibilities in this role include, but are not limited to:

• Developing and implementing solutions to address opportunities for asset growth in the Advisory Solutions business.
• Contributing to and leading efforts to expand the Unified Managed Account platform capabilities
• Working with internal UBS counterparts and SMA managers to help address operational, trading, and investment holding questions and challenges.
• Liaising with risk partners and SMA managers to ensure alignment on procedural and regulatory matters.
• Partnering with the UBS Investment Manager Analysis team on an array of manager and strategy-related engagements, and handle product life-cycle events and communications with Financial Advisors and clients.
• Communicating with SMA managers on a periodic basis to ensure the Advisory business is updated on manager developments with their strategies.
• Engaging with Financial Advisor teams and other internal partners to keep stakeholders informed on product enhancements and the strategic vision of the advisory business.

The team

This role is for someone who enjoys the challenges of a fast-paced dynamic business and is seeking an experience that combines long-term project management with day-to-day deliverables. The Program Manager must think strategically and creatively and will be a contributing member of the team from day one.

Your Skills And Experience

• Excellent communication skills, with strong verbal, written, and presentation skills, and the ability to succinctly convey information to senior leadership and other stakeholders
• Proven problem solver with the ability to work autonomously, or as part of a larger team
• Series 7 and 66 (or equivalent), or willingness to obtain required licenses within an agreed timeframe
• Strong organizational skills, with the ability to work on multiple initiatives at one time and re-prioritize daily
• ideally 5+ years in Wealth Management / Financial services; Advisory experience preferred and/or knowledge and experience in one or more of the following areas: Investment Platforms or Advisory.
• Highly motivated, self-starter capable or working individually or as part of a larger team
• Versatile, and able to manage multiple concurrent priorities / projects
• Detail-oriented with structured, organized, and methodical planning skills
• Able to develop strong relationships with various stakeholders
• Ability to thrive in a diverse working environment, comfortable with change and in navigating ambiguity

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - New Jersey - Weehawken min USD 120000 - max USD 160000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.

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.