Head of Transition Services

Are you a natural when it comes to client service? Do you excel within an environment built on processes and procedures? Can you motivate others to be adaptable and complete a versatile range of projects?
We're looking for a Head of Transition Services to:
design and manage an effective and robust transition program covering the full spectrum of the advisor and client onboarding experience
manage resources for the pipeline of new opportunities and align capacity based on known and anticipated volume
develop a detailed understanding of the unique needs of each advisor/team and design a customized transition plan
determine the appropriate mix of in-person and remote support
collaborate with channel teams and build cross functional connections with UBS partners including Product, Human Resources, IT, Operations and others to ensure that advisors and their teams are fully acclimated to the operating infrastructure and investment platform offerings
manage a dynamic training program to educate the advisor/team on our channel offering, capabilities and operating environment and ensure a logical rollout plan from transition through the relationship lifecycle
identify opportunities to improve our-end to-end processes and recommend changes that will further differentiate the channel

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