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Mutual Fund Product Specialist
Mutual Fund Product Specialist-September 2024
Hoboken
Sep 22, 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 Mutual Fund Product Specialist

  Your role

  Are you passionate about Investments and the Mutual Funds business?

  We're looking for Mutual Fund Product Specialist to:

  • operate as a mutual fund and money market fund trading and product subject matter expert for the Advisory Sales Desk and Program teams, the Service Group, CIO, Advanced Planning, and other UBS teams as needed

  • work closely with internal partners, fund companies, and the field to resolve trading issues, address operational challenges, and maintain eligibility files

  • support the 450+ mutual fund providers and collaborate with Legal to streamline the creation, negotiation, execution, compliance, storage, and renewals of our mutual fund contracts

  • develop and maintain the mutual fund marketing, disclosure, training, and educational materials designed to support the mutual and money fund businesses, including internal and public website content

  • identify opportunities to promote product awareness among FAs/clients and explore new product offerings in collaboration with fund partners

  • create key partnerships throughout the firm to cultivate an extensive knowledge of platforms and product offerings (both traditional and non-traditional)

  • monitor legislative and regulatory developments and industry practices affecting products, including interfacing with Public Policy Office and respective SIFMA committees and analyze changes for proper implementation at UBS

  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

  This role resides in the Investment Products Group, a subset of Advisory and Investment Products within UBS Wealth Management Americas located in Weehawken, New Jersey. You will report to the Lead Program Manager of Mutual Funds.

  Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

  Your expertise

  • ideally 3+ years of experience in financial services industry preferred

  • working knowledge of mutual funds and money market funds

  • related experience in investment product management is a plus

  • experience with contract management and billing/invoicing procedures

  • related experience in relationship management, paralegal, or customer service is a plus

  • strong project management and writing skills are essential

  • ability to learn quickly and transition from conceptual to practical application

  • strong communication and leadership skills are essential

  • proven record in problem solving and ability to thrive in fast paced environments

  • demonstrated strong verbal, written and interpersonal skills

  • Series 7 and 66 licenses preferred; bachelor's degree required

  *LI-UBS

  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.

  How we hire

  This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

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