Retirement Plan Investment Associate, Workplace Wealth Solutions

United States - New Jersey

Product Management and Development

Global Wealth Management

310323BR

Weehawken

Full Time

Do you have a passion for the retirement plan business and for working with investments? Do you enjoy collaborating with others to develop and support high impact group priorities to drive business forward?

We're looking for someone with these interests who can:

• support the ongoing investment governance processes required to manage UBS’s defined contribution retirement plan advisory programs: Retirement Plan Manager, Retirement Plan Advisor, and Retirement Plan Consulting Services
• engage with investment research analysts and other stakeholders to assist in the preparation of materials for review by the Institutional & Retirement Plan Consulting Investment Committee in support of the retirement plan advisory programs
• document investment governance processes in a thorough and organized manner
• support the management and execution of projects and key deliverables, relating to enhancements for UBS's defined contribution plan investment reporting capabilities for retirement plan advisory programs, with vendors and key stakeholders
• maintain resources and tools for consultants and clients designed to support more robust, scalable and consistent investment reviews
• support the investment governance team’s contact for day-to-day management of UBS retirement plan advisory programs responding to investment related inquiries from financial advisors and sales team
• partner with the broader WWS Retirement Plan Services team to support effective management of the retirement plan advisory programs and drive key program initiatives
• support the investment governance team’s collaboration with various internal and external stakeholders (Legal, Compliance, Supervision, Marketing, Operations, Risk, Technology, external vendors) regarding program related issues and activities

You have:

• the ability to commute to the Weehawken, NJ office 4-days a week minimum
• active Series 7, 66 licenses (or must be prepared to complete within 120 days of hire)
• a Bachelor's degree
• 2-5 years of financial services industry experience
• familiarity with defined contribution retirement plans, advisory services and investment products preferred but not required
• basic understanding of investments due diligence.

Basic understanding of various investment vehicle types used in the retirement plan space including mutual funds, collective investment trusts, and insurance products preferred

• demonstrable progress toward the an investment oriented designation (CFA, CIMA, etc.) preferred

You are:

• coachable team player with strong communication and interpersonal skills
• a constructive problem solver with practiced critical thinking skills and a curiosity for making processes more efficient

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.

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?

UBS Business Solutions SA
UBS Recruiting

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.