Are you passionate about researching and analyzing customer behavior, pain points, and preferences to drive product development and strategy? Can you effectively collaborate with cross-functional teams to align on journey map insights and inform improvement opportunities? Do you have interest in understanding digital behavior and how to improve success?
Reporting to the Practice Head of Design Operations and Strategy for Wealth Management Americas (WMA), this role is responsible for leading the analysis, design, and implementation of seamless and effective Advisor and Client journeys across all touchpoints and channels. In this role, you will work cross-functionally to ensure that every step of the Financial Advisor and client experience is optimized to enhance satisfaction, increase engagement, and drive business outcomes.
• Develop and maintain detailed user journey maps to visualize and understand the user’s experience across different touchpoints, regularly updating these maps to reflect changes and improvements for a seamless and consistent user experience.
• Collaborate with cross-functional teams, including design, product, engineering and analytics, to understand perspectives to inform recommendations to improve journeys
• Map customer data, feedback, and analytics to journeys (e.g., NPS, CSAT, alignment with strategic OKRs).
• Work with UX researchers to conduct qualitative and quantitative research to gather valuable insights into Advisor and Client needs and pain points

Detailed salary information:
• Weehawken: the salary range for this role is $65000 to $85000
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 #

325739BR

City

Weehawken

Job Type

Full Time

Your team

You will be working within the Experience Design & Analytics team supporting the Wealth Management Americas organization. You will work closely with a multi-disciplinary team of strategists, researchers, experience designers and analytics specialists.

Your expertise

• Entry level, prior exposure to UX research a plus
• Basic understanding of the wealth management industry
• Knowledge of user research and testing tools (e.g., Qualtrics, UserTesting /UserZoom, Maze).
• Knowledge of tools to manage work and collaboration (e.g., Jira, Gitlab, Miro, FigJam).
• Bachelor’s degree in Business, Marketing, Design Thinking, Customer Experience, or a related field

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

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $65000 to $85000 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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.