United States - New Jersey

Process, project and program management, Training and development

Global Wealth Management

Your role

Are you an expert in business support and learning delivery? Do you want to apply your organizational skills to ensure our training is well designed and runs smoothly?

We’re looking for a Program Manager to:

• join an established and productive team that works in a very collaborative manner.
• support the team in the execution and delivery of development programs for Advisors and Teams, both in-person and virtual (e.g. Private Wealth Accreditation, New FA Development Program, Top Teams Summits, Family Teams Summit, FA Faculty, Teams Programs, Advisor Development Virtual series).
• work in partnership with Private Wealth Management to handle all aspects on the PWM Accreditation process. This includes tracking, planning and executing different aspects of the program, working with both internal/external stakeholders, and managing all communications/intranet resources.
• work closely with senior leaders, subject matter experts, and business stakeholders to understand the development needs of our Financial Advisors. Then, work to design, develop, and implement programs that address these needs, while ensuring the training programs align to the overall strategy needs of the business.
• engage with employees, work groups, Subject Matter Experts (SMEs), and leaders across a variety of organizations to integrate approaches to learning, development, and performance.
• develop a solid understanding of external advisor/team-facing resources – specifically, our network of external coaches * third-party partners and how FAs can best leverage them
• be a key partner to field leaders and FAs as an advocate and expert on the topic of teaming and development
• develop and execute detailed project plans, ensuring timely delivery of learning initiatives.
• establishmetrics for learning measurement and evaluating training curricula, materials, and programs.

Detailed salary information:
• Weehawken: the salary range for this role is $85000 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.

Job Reference #

323111BR

City

Weehawken

Job Type

Full Time

Your team

The Teaming, Practice Management, and FA Development team is responsible for all aspects of new and experienced Financial Advisor development at UBS. This includes overseeing the UBS Signature Team platform, PWA Accreditation, as well as designing and delivering resources and programs to address the development needs of our FAs and Teams. You will be working with an well experienced and collaborative team.

Your expertise

• willingness to travel for different in-person programs throughout the year.
• possess a Bachelor's degree
• ideally 3 years of work experience in Financial Services / Wealth Management
• advanced Microsoft Office Suite Skills: Word, Excel, PowerPoint, Teams, SharePoint, Co-pilot, and OneNote
• advanced understanding of the Wealth Management business
• SIE, Series 7, 66 licensed preferred

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.

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.