Digital Specialist, Soundview Market

4 weeks ago

New York, New York, United States UBS Full time
United States
  • New York
  • Business management, administration and support
  • Global Wealth Management

Job Reference #

BR

City

  • New York

Job Type

  • Full Time

Your role

  • We're looking for someone with these qualities who can:
  • Partner closely with the Market Executive, market management teams and the Client Service Center (CSC) in support of key digital and technology initiatives.
  • Execute strategy (e.g. organic growth, net new assets, economic profit, etc.) by customizing the training approach to best leverage the workstation digital tools to deliver on that strategy.
  • Drive the awareness / adoption of our digital tools throughout our FA and clientfacing platforms, designed to drive organic growth and enhance FAclient interaction
  • Demonstrate the practical and working knowledge of our entire digital tool suite (OLS, ACE Workstation, STARS, CRM, STAAT Tools, Digital Prospect Experience (DPX), Medallia, Wealth Way, ServiceWorks, My Total Picture, FA Social, etc.)
  • Act as the liaison between field personnel, home office business, and systems development teams to represent the "voice" of the user. Proactively communicate technology platform enhancements and gather feedback from field leadership and FA teams.
  • Partner with management to present and demonstrate our capabilities to prospective recruits by illustrating its potential impact on their

Your team

  • You'll be working on the Strategy, Productivity and Analytics team within the Client Experience Delivery (CED) organization. You will be located within the Soundview Market where you will be supporting the FAs, TAs and Field Leadership on a daily basis. Our goal is to partner with our Financial Advisor teams to help them drive and grow their business through the adoption of our digital tools and capabilities.

Your expertise

  • 5+ years of industry experience; preferably in Wealth Management or Private Wealth.
  • 2+ years of branch office or training experience.
  • Bachelor degree or equivalent work experience.
  • Experience with and functional knowledge of the ACE Workstation and the advisor digital tools and capabilities. within them; as well as all clientfacing digital experiences preferred.
  • Knowledge of the personal computer (PC), Windows operating system and Microsoft Office software.
  • Selfmotivated, and able to work with a high degree of autonomy, set priorities and manage deadlines.
  • Adept with digital / technology and is comfortable learning, using and teaching technical concepts.
  • Methodical, concise and accurate work style, with a strong attention to detail and the ability to analyze product risk and regulatory issues.
  • Enthusiastic, positive, polished, poised and professional.
  • Collaborative team member with analytical, problemsolving, communication and interpersonal skills.
  • Ability to travel within the market throughout the year.

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

Join us

  • At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like parttime, jobsharing and hybrid (office and home) working. Our purposeled 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?

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.

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