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Portfolio Management & Business Lead

Your role:
Are you excited by the power of digital technology to drive better client experiences? Are you an analytic thinker? Do you enjoy the fast paced action of implementing new business services and portfolio management and analytics platforms?
We're looking for someone with these qualities who can:
? Support the Digital Product Platform team to define, analyze, and prioritize the strategy and features- of UBS portfolio management and risk analytics platforms
Key responsibilities include:
? Develops, in coordination with advisory and investment management business leads, the strategic direction of portfolio management and risk analytics platforms
? Support business owners, customer research team, and stakeholders in defining features and functionality for digital product platforms
? Support estimation and prioritization of features based on analysis and assessment of customer and business value
? Support planning and creation of platform roadmap and release plan
? Support product owners and delivery teams in defining and reviewing user stories and acceptance criteria
? Participate and contribute in product demos and stakeholder management
? Manage relationships with primary platform vendors
What we offer:
Together. That?s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.
Your team:
You?ll be working in the Digital Product Platforms team within the Digital Strategy & Platforms (DS&P) organization, based in Weehawken, NJ. Our main objective is to provide advisors with the platforms and technology resources to provide investment expertise, portfolio construction, trading and financial oversight to deliver a holistic wealth management experience to our clients.
Your experience and skills:
You have:
? A minimum of 10 years of experience in Wealth Management. Experience in product or platform development with a track record of coordinating and implementing large scale initiatives preferred
? Strong understanding of advisory or managed accounts business and platforms as well as an understanding of portfolio management, trading, research and asset allocation
? Extensive experience with Portfolio Management technology and platforms required with strong emphasis on knowledge of industry trends and capabilities
? Strategic thinker and team player with a track record executing complex projects in a matrix environment
? Proven ability to lead and motivate teams, but also able to work independently.
? Ability to negotiate and influence at all levels specifically senior management.
? Highly organized and detail oriented, with the ability to multi-task and manage multiple priorities.
? Data mining and analysis skills
? Excellent quantitative and analytical skills, with the ability to identify insights to help drive business performance and shape strategy
? Advanced proficiency with Microsoft Excel and PowerPoint
You are:
? Driven and excited by challenge and change ? ready to roll up your sleeves to get the job done
? A self-starter with high level of energy, urgency, and personal accountability
? Intellectually curious and willing to challenge the status quo
? Comfortable working independently, as well as in a collaborative environment
? Series 7 and 66 or Series 63 and 65 combination (preferred)
? Strong background and understanding of strategy, technology and operations
? Influencing skills and people management
? Experience with software development methodologies
About us:
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Your colleagues:
Job Reference #: 177544BR
Business Divisions: Global Wealth Management
Title: Portfolio Management & Business Lead
City: Weehawken
Job Type: Full Time
Country / State: United States - New Jersey
Function Category: Business management, administration and support


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