Are you passionate about building scalable investment capabilities and platforms that serve the most sophisticated clients? Do you thrive in a fast-paced, cross-functional environment where you can drive strategic initiatives from concept to execution? Are you a detail-oriented leader who can manage complexity while keeping the client experience at the center?

We’re looking for someone like this to join our OCIO Strategy & Delivery team who can:
- Lead the execution of the OCIO platform buildout, coordinating across Investment Teams, Risk, Legal, Operations, and Technology
- Provide strategic project support across priority initiatives, ensuring transparency and accountability across multiple workstreams
- Translate strategic goals into actionable workplans, manage timelines, and ensure delivery of key milestones
- Deliver clear, executive-level updates to senior stakeholders, translating complex project updates into actionable insights
- Drive cross-functional collaboration to foster alignment across multiple stakeholders
- Build and maintain a structured and well-documented project inventory for OCIO-related initiatives
- Collaborate with Relationship Managers, Portfolio Advisory, and Product Specialists to ensure the OCIO platform meets client and advisor needs
- Support client onboarding and contract execution flows, including documentation, education, and business development for discretionary clients
- Define and refine workflows for the entire client journey including account opening, investment, rebalancing, risk analysis, and reporting
- Partner with Technology and 3rd party vendor teams to define business requirements, oversee delivery of digital tools and infrastructure, and ensure platform alignment
- Manage technology-related workstreams, including vendor coordination, testing, and implementation of OCIO-specific systems and enhancements

Detailed salary information:
• Weehawken: the salary range for this role is $135000 to $175000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

323116BR

City

Weehawken

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You’ll be working in the OCIO team within the Global Investment Management business, based in Weehawken. The team is responsible for designing and delivering UBS’s fully discretionary OCIO investment services to institutional and UHNW clients. You’ll collaborate closely with stakeholders across Wealth Management to realize, enhance and extend the OCIO vision.

Your expertise

- ideally 6–10 years of experience in program or project management within wealth management or asset management
- Strong analytical and problem-solving skills; ability to distill complex issues and data into practical solutions
- Proven experience managing technology-related initiatives, including defining business requirements and overseeing delivery of digital tools
- Proficient in Microsoft Excel and PowerPoint, with the ability to build compelling presentations and manage data-driven reporting
- Excellent communication skills—both written and verbal—with the ability to influence and collaborate across all levels of the organization
- Familiarity with change management methodologies, strategic planning, and governance frameworks
- Proven ability to lead complex, cross-functional initiatives with multiple stakeholders
- Familiarity with Advisory and Discretion business preferred
- ideally Bachelor’s degree

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.

Salary information

US Only: The expected salary range for this role is $135000 to $175000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.