United States - New Jersey

Research

Global Wealth Management

Your role

We are looking for a Mutual Fund Product Specialist to:

• operate as a mutual fund and money market fund trading and product subject matter expert for the Advisory Sales Desk and Program teams, the Service Group, CIO, Advanced Planning, and other UBS teams as needed
• work closely with internal partners, fund companies, and the field to resolve trading issues, address operational challenges, and maintain eligibility files
• support the 450+ mutual fund providers and collaborate with Legal to streamline the creation, negotiation, execution, compliance, storage, and renewals of our mutual fund contracts
• develop and maintain the mutual fund marketing, disclosure, training, and educational materials designed to support the mutual and money fund businesses, including internal and public website content
• identify opportunities to promote product awareness among FAs/clients and explore new product offerings in collaboration with fund partners
• create key partnerships throughout the firm to cultivate an extensive knowledge of platforms and product offerings (both traditional and non-traditional)
• monitor legislative and regulatory developments and industry practices affecting products, including interfacing with Public Policy Office and respective SIFMA committees and analyze changes for proper implementation at UBS

Job Reference #

315252BR

City

Weehawken

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

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 3+ years of experience in financial services industry
• working knowledge of mutual funds and money market funds or related experience in investment product management
• intermediate / advanced Excel and Powerpoint skills
• strong project management, communication and writing skills
• risk management and process improvement / simplification experience preferred
• proven record in complex problem solving and ability to thrive in fast paced environments
• required Series 7 and 66 licenses preferred; bachelor’s degree required

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.

How we hire

• 3+ years of experience in financial services industry
• working knowledge of mutual funds and money market funds or related experience in investment product management
• intermediate / advanced Excel and Powerpoint skills
• strong project management, communication and writing skills
• risk management and process improvement / simplification experience preferred
• proven record in complex problem solving and ability to thrive in fast paced environments
• Series 7 and 66 licenses preferred; bachelor’s degree required

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.