Reinvestment and Field Engagement Analyst

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 way 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
• helping 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:
• Weehawken: the salary range for this role is $90000 to $120000
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) 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.

This is a tremendous opportunity for the right candidate to manage critical functions and to help steward/design core reinvestment framework within Workplace Wealth Solutions, a vision of Wealth Management USA. In addition to working day-to-day with the UBS Wealth Advice Center and WWS Financial Advisors across the country, he/she will work closely with the leadership team on strategic projects and initiatives to drive new business for WWS.

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
• able to adapt to changing priorities while maintaining drive and focus as well as able to manage projects independently while assuming a high level of responsibility
• ability to manage team priorities and a large workload in a fast-paced environment while staying highly detail oriented and able to prioritize work to ensure it is completed in a timely manner
• excellent problem solver and collaborate well with other people and teams

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 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. 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.