Financial Wellness Program Manager, Workplace Wealth Solutions

UBS; New Jersey; On-site; USD 135,000 - 175,000; Full time

Job summary

A leading financial institution is seeking a Financial Wellness Program Manager to enhance their program. This role involves managing key tasks, collaborating with various stakeholders, and ensuring the program meets client needs effectively. A competitive salary package is offered.

Qualifications

• Ability to commute to Weehawken, NJ office 4 days a week minimum.
• Effective project management skills in a fast-paced environment.
• Familiarity with financial wellness and retirement plan business.

Responsibilities

• Manage contract review and execution for the financial wellness program.
• Act as a key point of contact for inquiries related to the program.
• Develop and maintain product and marketing resources for corporate clients.

Skills

Project management skills

Client service mindset

Effective communication

Attention to detail

Education

5+ years financial services industry experience

Series 7, 66 licenses (preferred)

Tools

Microsoft Excel

Microsoft PowerPoint

Alteryx

Tableau

Microsoft Dynamics

Job description

Financial Wellness Program Manager, Workplace Wealth Solutions

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Job Reference #
308189BR

Job Type
Full Time

Your role
Are you a strategic thinker with strong attention to detail? Do you have a passion for the financial wellness business and possess the skill-set to support and enhance our Financial Wellness program? Do you enjoy collaborating with others to support team priorities to drive business forward? We are looking for someone like you to:

• 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 .

Your team
You’ll be working in the Workplace Wealth Solutions (WWS) Financial Wellness team based in Weehawken, NJ. WWS is one of the key growth businesses within Global Wealth Management and serves as a lead generator for the broader business. We are a leading provider of retirement, equity plan compensation, and financial wellness services for companies and their plan participants. In addition to the services provided as part of the broader business, we provide education and guidance to help participants achieve financial success

Your expertise

• the ability to commute to our Weehawken, NJ office 4 days a week minimum.
• 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
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.

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.

Salary Information
US Only: The expected salary range for this role is $135000 to $175000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Design, Information Technology, and Product Management

• Industries

  Banking, Financial Services, and Investment Banking

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