Mutual Fund Product Specialist

City

Weehawken

Job Type

Full Time

Country / State

United States - New Jersey

Function Category

Product Management and Development

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.

Your team

This role resides in the Investment Products Group, a subset of Advisory and Investment Products within UBS Wealth Management Americas located in Weehawken, New Jersey. You will report to the Lead Program Manager of Mutual Funds.

Your expertise

• Ideally 5+ years experience in the financial services industry, ideally with a focus on investment products and/or program management.
• Deep and comprehensive knowledge of mutual funds and money market funds, including market trends, regulatory landscapes, and investment strategies.
• Demonstrated expertise in investment product management, encompassing the entire product lifecycle from conceptualization to launch and ongoing management, with a focus on innovation and market differentiation.
• Proven capability in complex contract management, including negotiation, execution, compliance, and optimization of financial and legal agreements.
• Exceptional ability to manage strategic relationships with internal stakeholders, external partners, and FAs/clients to drive business growth and foster collaboration.
• Outstanding communication, leadership, and interpersonal skills, with the ability to inspire, influence, and motivate teams towards achieving ambitious goals.
• Demonstrated strong problem-solving and critical thinking skills, with a proven record of thriving in fast-paced environments and navigating complex challenges effectively.
• Excellent verbal, written, and interpersonal skills, with a talent for clearly and persuasively articulating complex financial information and building strong relationships.
• Series 7 and 66 licenses preferred; Bachelor’s degree required, with an MBA or related advanced degree a plus.
• Proficient in Excel, Powerpoint and big data aggregation and analysis
• Familiarity with Morningstar Workstation is a plus

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.

Salary information

US Only: The expected salary range for this role is $85000 to $120000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.