Engagement and Training Coordinator, UBS Wealth Advice Center

UBS Financial Services; New Jersey; On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Engagement and Training Coordinator to enhance employee engagement and training initiatives. This role involves organizing team-building events, managing calendars, and coordinating training sessions. The ideal candidate will possess strong organizational skills, attention to detail, and a proactive mindset. Join a collaborative team dedicated to providing quality advice and guidance, where your contributions will make a significant impact. This is a fantastic opportunity to grow your career in a dynamic environment that values inclusivity and diversity.

Qualifications

• Bachelor's degree from an accredited institution required.
• Excellent organizational and time management skills needed.

Responsibilities

• Organize employee engagement activities and manage a centralized calendar.
• Coordinate training sessions and support onboarding programs.

Skills

Organizational Skills

Time Management

Attention to Detail

Problem Solving

Collaboration

Education

Bachelor's Degree

Tools

Microsoft Suite Applications

Outlook

Word

Excel

PowerPoint

Job description

Engagement and Training Coordinator, UBS Wealth Advice Center

United States - New Jersey

Training and development

Global Wealth Management

Job Reference #: 310725BR

City: Weehawken

Job Type: Full Time

Your role

Are you highly organized and detail-oriented? Do you have experience managing calendars and coordinating events? If yes, we are looking for someone like you to lead the coordination efforts for our employee engagement and training initiatives across our business.

You will:

1. organize and coordinate employee engagement activities, such as team-building events, social gatherings, and recognition programs
2. own and organize a centralized calendar for the Wealth Advice Center
3. coordinate internal communication initiatives, including newsletters, intranet updates, and employee surveys
4. schedule and manage training sessions, including logistics, external vendors, participant registration, and room bookings
5. manage asset manager relationships and organize events in partnership with WAC leadership team
6. assist in the development and implementation of employee onboarding programs
7. support initiatives to enhance the employee experience
8. provide administrative support to the talent and development team, which may include organizing recruiting events, scheduling interviews, and messaging potential candidates

Your team

The UBS Wealth Advice Center (WAC) is a team of wealth management professionals dedicated to providing financial solutions and quality advice and guidance to emerging affluent clients.

At the WAC, we combine our digital tools with highly trained financial advisors to offer an industry-leading hybrid digital advice model. Founded in 2007, the WAC has developed into a national platform that delivers advice to 200k+ clients, with over $20B in AUM.

The WAC is committed to building a culture centered on equity and inclusion by deliberately cultivating a diverse team. By creating an inclusive and diverse environment, we more effectively represent, understand, and provide for our clients. We foster a collaborative environment where you can learn from experienced colleagues, share your ideas, and contribute to innovative projects. We believe in empowering you to reach your full potential and build a rewarding career within our organization.

Your expertise

You have:

1. a bachelor’s degree from an accredited institution
2. excellent organizational and time management skills with the ability to prioritize tasks and meet deadlines
3. exceptional attention to detail and a commitment to high-quality work

You are:

1. proficient with Microsoft Suite Applications, including Outlook, Word, Excel and PowerPoint
2. adaptable to changing priorities while maintaining drive and focus
3. capable of managing projects independently while assuming a high level of responsibility
4. highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines
5. a natural problem solver who collaborates seamlessly with individuals and teams
6. demonstrates a proactive mindset and a strong drive to succeed

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

We may request you to complete one or more assessments during the application process. Learn more.

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?

UBS Business Solutions SA
UBS Recruiting

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.