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Transition Manager - Military Veterans

at UBS Financial Services, Inc.

Are you organized and detail oriented? Do you see opportunity when faced with a challenging problem, and are you willing to deep dive to identify solutions and deliver results?

We're looking for someone like this to:
• Be a project manager to onboard and integrate clients to UBS
• Support Sales & Trading across Global Markets
• have an understanding of account opening lifecycle and requirements to get an account opened
• manage competing priorities and internal and external stakeholders
• develop a deep understanding of UBS Investment Bank products and services
• familiarize with various legal entity types, understand and articulate ownership chains and organizational structures of varying complexity
• understand requirements to bring clients onboard
• be an active risk manager, recognize the factors that impact client risk rating and due diligence requirements
• recommend, develop, and implement solutions to support continuous improvement of our processes, procedures, and services
• appropriately escalate issues to management, compliance, and the business
• appropriately handle sensitive and confidential information
• Develop and maintain relationships with clients

Nashville, IN

UBS Financial Services, Inc.

At UBS Financial Services, we appreciate our veterans and are committed to providing opportunities in Financial Services. That‘s why we‘re interested in meeting talented individuals like you for our customized post-military programs!

Veterans Associate Program (VAP): 

  • 22-Week Internship in-person NYC/NJ (Apply now through Sept 1, 2024)
  • Provide tailored training, development, networking and mentoring opportunities for degreed transitioning veterans
  • Divisionally aligned rotations across Global Wealth Management, the Investment Bank and Asset Management
  • Key hiring areas: Global Wealth Management, Investment Banking, Asset Management

Enlisted Veterans Apprenticeship Program (EVAP): 

  • Provide tailored training and development for transitioning veterans pursuing their degree
  • Full time apprenticeship across Wealth Advice Center and Group Functions
  • Key hiring areas: Wealth Advice Center, Risk, Compliance, Wealth Management Operations, Investment Bank Operations and Corporate Functions opportunities.

Military Spouse Program

  • Provide hybrid and remote full-time opportunities to the spouses of active-duty service members
  • Tailored training and development for military spouses
  • Opportunities across all business divisions

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Apply today!

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