Wealth Advice Center, Field Partnership Analyst - Military Veterans
at UBS Financial Services, Inc.
Are you a strategic thinker? Are you able to build relationships easily? Do you know how to use data to support ideas and actions, implement those ideas and measure their success? Are you able to creatively think about ways to solve problems, overcome obstacles and challenge the status quo? Do you excel in a fast-paced, continually evolving environment? If so, we’re looking for someone like you who can:
• partner with WMA Field Organization to drive engagement by being primary point of contact for the Field, including managing inquiries via e-mail inbox and phone line
• strengthen field partnership by delivering consistently high service levels and effectively managing issue resolution, including acting as liaison between Field and WAC leadership team on client issues
• oversee migration process end-to-end, including tracking of Field requests, partnering with internal teams to review exceptions, and providing analytics to drive increased Field migration and referral activity
• support Divisional/Market/Branch office meetings and coordinate WAC portion of home office engagement trips including presenting to Field Leadership, Advisors, CSAs and providing tour of the WAC and follow-up tour communications
• help define field migration account eligibility, rules of engagement and enhancements to improve the overall FA and Field experience
• manage weekly and monthly reporting through development and completion of dashboards
Weehawken, NJ
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 (Application window is now closed)
- 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!