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Financial Wellness Program Manager
Financial Wellness Program Manager-November 2024
Hoboken
Nov 23, 2024
ABOUT UBS
At UBS we’re reimagining the power of people and capital to create a better world for all of us. We are the largest truly global wealth manager.
10,000+ employees
Financial Services, Fintech
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About Financial Wellness Program Manager

  Your role

  Are you a strategically focused individual with a strong attention to detail? Do you have a passion for driving growth in newly created and existing businesses? Are you able to design and execute on project plans and strategy to expand UBS' Workplace Wealth Solutions offerings? We are looking for someone like you to:

  • act as SME of the UBS Financial Wellness Program, which includes understanding the key components of the program, channel and engagement strategies, and the answers to all frequently asked questions

  • obtain a deep understanding of how UBS defines Financial Wellness and deliver this framework to various employee segments of corporate clients

  • seek to understand the needs of our Corporate Clients, Financial Advisors, Financial Coaches, and cross-functional home-office teams and work with them accordingly

  • use feedback to develop ways to grow and strengthen the business while managing the expectations based on what is best from an overall program delivery and P&L perspective

  • be a relationship manager for third parties connected with UBS Financial Wellness

  • drive core positioning and messaging including participant and client strategic priorities

  • support sales and FA teams as needed for larger or complex prospect opportunities and contracts

  • effectively multi-task, and deliver qualify results within fast-paced project deliverable deadlines

  • develop industry relationship, represent FW at industry conferences

  • listen to evolving business needs and adjust the strategy accordingly

  Join us

  At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led 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?

  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 will be working on the Strategic Engagement, Communications and Financial Wellness team within UBS Workplace Wealth Solutions, based in Weehawken, NJ and Nashville, TN. UBS Workplace Wealth Solutions is a division of Global Wealth Management Americas.

  Your expertise

  • self-starter able to lead yourself and work autonomously as well as manage competing priorities

  • strong project manager with ability to take projects through to successful delivery (including issue/risk management and escalations, stakeholder management, project plans, etc.)

  • excellent communicator, writer/editor experienced with b-to-c and/or b-to-b comms

  • highly organized and detail-oriented

  • collaborative and client-focused with both internal and external partners

  • curious and driven, able to thrive when no two days are alike

  • able to problem solve and think quickly and clearly in challenging situations

  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.

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