Your role

Do you have a passion for designing and delivering agile digital solutions that surprise and delight clients? Are you a strategic thinker with strong business acumen? More than simply delivering features, do you aim to drive the business forward while improving the overall client experience end-to-end?

We're looking for a people leader with these qualities who can:

• support the development, delivery, and management of the enterprise document platform
• support digitalization and storage of documents created from business process (e.g., Loan Origination, Account Opening)
• coordinate the records lifecycle management to ensure compliance with financial service industry laws, regulations, and corporate requirements
• support document search and retrieval for business processes via secure access controls and policies
• records retention and disposal according to internal policies or external mandates, supported by workflow-based approvals
• partner with IT and multiple vendors depending on the product class

Your team

To better serve Financial Advisors and clients in North America, UBS aims to modernize our capabilities, and deliver a more holistic, full-service offering to our clients. UBS will enhance the core systems to be faster, more effective, and more efficient in delivering offerings with a focus on key segments. UBS will build on its already high-performing foundation and strong net promoter scores with digitally led and high touch capabilities and further align to the UBS client promise -personalized, relevant, on-time, and seamless services.

You will be working on an agile Pod that will help drive enterprise-wide document management across multiple origination and servicing platforms. The platform will deliver on key capabilities across the document capture, storage, and management spaces. This platform will enable archiving of documents, document versioning, workflow, and document storage (e.g., statements) at the enterprise level.

You'll be joining the Client Onboarding team in Weehawken, NJ. This team is focused on integrating the various segmented needs of the business into a strategically focused whole through the delivery of best-in-class, customer-centric solutions.

Your expertise

• proven knowledge in document management, ideally 5 years' worth of experience
• experience working in the financial services industry, preferably banking and wealth management
• familiarity with document management risks and solutions in a digital environment
• knowledgeable in agile methodologies and delivery
• excellent problem solving analytical and investigative skills, detail-orientation, independent thinking, and organizational skills
• ability to work on multiple projects at the same time and high-level of attention to detail
• strong verbal and written communication skills and strong interpersonal skills with the ability to clearly articulate complex concepts to peers and management

*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.

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.