UBS
Reinvestment and Field Engagement Analyst, Workplace Wealth Solutions
UBS, Weehawken, New Jersey, United States
Are you a strategically focused individual with a strong attention to detail? Can you motivate and manage large-scale projects that impact Financial Advisors and their corporate clients/participants? Are you able to creatively think about ways to solve problems, overcome obstacles and challenge the status quo? Do you excel in a fast-paced, continually evolving environment? We are looking for someone like you to:
manage key strategic initiatives including but not limited to wealth management strategy, participant engagement, Financial Advisor compensation administration, policy development, and education campaign management processes
help UBS Financial Advisors and their corporate participants put their equity awards in the context of their overall financial life by exposing participants to the broader Firm
support ongoing engagement efforts with Wealth Advice Center WWS Financial Advisors, UBS International Wealth Solutions Group, and associated management teams
conceptualize, develop and execute strategic project plans across a myriad of business aspects
develop trend analysis to support strategic planning and execution activities
design, coordinate and implement analytical and innovative business solutions that drive business results
collaborate across the WWS Management team(s) to identify opportunities for continued asset growth, revenue expansion and client retention
listen to evolving business needs and adjust the strategy accordingly
Detailed salary information: The salary range for this role is $90,000 to $120,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level.
Your Team
You’ll be working in the Workplace Wealth Solutions (WWS) 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. Your Expertise
Bachelor's degree or higher is preferred ideally, 5+ years financial services industry experience is preferred related work experience with demonstrated examples of strategic thinking as well as self-starter able to lead yourself and work autonomously while managing competing priorities able to think broadly about opportunities and consistently contribute to the forward growth of the business “by thinking outside the box” excited to join a growing business unit and contribute to its success by developing strategies and functions to grow the client base ability to work with multiple partners within the business and across the firm as well as proven analytical capability and the ability to synthesize findings into recommendations experience working with Financial Advisors, financial wellness or retirement plan services proficient with Microsoft Suite Applications, including Outlook, Word, Excel, PowerPoint, Microsoft MS Teams, SharePoint, OneNote, and OneDrive 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. 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.
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You’ll be working in the Workplace Wealth Solutions (WWS) 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. Your Expertise
Bachelor's degree or higher is preferred ideally, 5+ years financial services industry experience is preferred related work experience with demonstrated examples of strategic thinking as well as self-starter able to lead yourself and work autonomously while managing competing priorities able to think broadly about opportunities and consistently contribute to the forward growth of the business “by thinking outside the box” excited to join a growing business unit and contribute to its success by developing strategies and functions to grow the client base ability to work with multiple partners within the business and across the firm as well as proven analytical capability and the ability to synthesize findings into recommendations experience working with Financial Advisors, financial wellness or retirement plan services proficient with Microsoft Suite Applications, including Outlook, Word, Excel, PowerPoint, Microsoft MS Teams, SharePoint, OneNote, and OneDrive 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. 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.
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