Your role

Does supporting financial advisors grow and run their businesses by maximizing the use of digital tools and technology excite you? Are you passionate about achieving goals through communication, awareness, training and education of our workstation and applications available to FAs?

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 client-facing platforms, designed to drive organic growth and enhance FA-client 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 specific business. Support all on-boarding recruits to ensure timely access to the technology platform

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 Philadelphia DC 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

You have:
• 5+ years of industry experience; preferably in Wealth Management or Private Wealth
• 2+ years of branch office or training experience
• aBachelor 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 client-facing digital experiences preferred
• knowledge of the personal computer (PC), Windows operating system and Microsoft Office software
• ability to travel within the market throughout the year

You are:
• self-motivated, 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, problem-solving, 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.

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.