Financial Planning Platform Manager - AD/DI

City

Weehawken

Job Type

Full Time

Country / State

United States - New Jersey

Function Category

Product Management and Development

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.

Your team

You will be working on the Financial Planning Platform team in Weehawken, NJ. This team consists of financial planning product managers focused on integrating the Wealth Planning needs of clients and financial advisors into a strategically focused delivery of best-in-class Financial Planning solutions.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• Have experience using financial planning platforms by either managing a platform, delivering financial planning to clients, or supporting advisors providing financial planning
• Have a background in modeling, presenting or supporting financial planning concepts including cashflow analysis, probabilistic modeling, income taxes, estate planning, insurance and employer awards
• Have an interest in keeping up to date on the financial planning industry and understanding features, methodologies and calculations within financial planning platforms
• Possess strong communication (oral and written) skills required to effectively communicate with a range of audiences including clients, Financial Advisors, other internal partners, etc.
• Have strong analytic and problem-solving skills
• Have the ability to work autonomously and be detailed oriented
• Have strong organizational skills and the ability to multi-task
• A team player, willing to contribute to, learn from and to challenge yourself and others
• Enthusiastic about helping clients through advice-based conversations and capabilities

Preferably you also have:
• CFP® (CERTIFIED FINANCIAL PLANNER™) designation preferred
• Series 7 & Series 66 licensed preferred

*LI-UBS

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.