Retirement Plan Services Participant Engagement Program Manager, WWS
UBSAbout the role
City
Weehawken
Job Type
Full Time
Country / State
United States - New Jersey
Function Category
Process, project and program management, Strategy
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.
Contact Details
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.
Your team
You’ll be working in the Workplace Wealth Solutions (WWS) Retirement Plan Services 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
• Bachelor's Degree
• 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)
• proactive self-starter who follows up on deliverables and makes key observations and strategic recommendations
• client service mind-set, anticipate client needs and establish standards, processes and deliverables that exceed expectations
• effective communicator (written and verbal) who can interface with multiple levels throughout the organization and you are able to multi-task and work autonomously in a fast-paced environment with a strong attention to detail
• constructive problem solver with practiced critical thinking skills and a curiosity for making processes more efficient
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.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
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.
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s
Similar roles
Senior Compliance Analyst - Retirement Solutions
Transamerica
$90,000/yr
Retirement Consolidation Specialist I (Work from Home)
Transamerica
$72,000/yr
Consultant Relationship Manager - Retirement Solutions (Institutional/Private Sector Plans)
Nationwide
$216,000/yr