- become a key member of the Retirement Plan Program Administration team and manage critical processes in support of the day to day business
- collaborate with various internal stakeholders (Legal, Compliance, Supervision, Billing, Technology) regarding program related issues and activities
- identify efficiencies and platform enhancements to streamline existing processes and procedures
- participate in special projects to support retirement plan program enhancements and strategic initiatives
- provide support to Field Leadership, Financial Advisor teams and retirement plan providers, acting as a main point of contact for business information
- drive issue escalation and resolution with appropriate third party vendors and manage shared email inboxes and lead New Business Review Council meetings
- Bachelor's degree required
- ideally 2+ years financial services industry experience
- proficient with MS Excel, PowerPoint, Alteryx and Power BI
- strong business analytics and data management skills a plus
- basic understanding of wealth management and/or 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
- proactive self-starter who follows up on deliverables and makes observations and strategic recommendations
- client service mind-set, anticipating client needs and establish standards, processes and deliverables that exceed expectations
- effective communicator who can interface with multiple levels throughout the organization
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Retirement Plan Program Manager - Weehawken, United States - UBS
Description
United States - New JerseyOperations
Global Wealth Management
Job Reference #
291204BR
City
Weehawken
Job Type
Full Time
Your role
Are you a strategic thinker with strong attention to detail? Do you have a passion for the retirement plan business and possess the skill-set to support and enhance our retirement plan platform?
We are looking for a process oriented, organized individual to:
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 successAt UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services.
Your expertise
UBS is the world's largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application.
Learn more about how we hire:
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 its 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.
