United States - New Jersey

Client advisory / Relationship management, Process, project and program management

Global Wealth Management

Your role

Are you a strategic operator with a passion for execution and innovation? As Head of Workplace Participant Services, you’ll play a pivotal role in shaping and delivering the Workplace Wealth Solutions (WWS) participant engagement, education and wealth management strategy. You are responsible for driving new business growth by identifying and qualifying potential wealth management opportunities and developing strategic channels through employer-based programs. This role requires a proactive and strategic mindset to build a robust pipeline through direct outreach and scalable workplace partnerships. You’ll translate our ambition—being UBS’s largest wealth management lead generator—into tangible product and operational outcomes. You’ll lead with purpose, drive cross-functional collaboration and ensure our delivery is both scalable and client-centric.

Your role:
Strategic Operations & Leadership:
-partner with the Head of WWS and senior leadership to define and execute our participant strategy
-lead planning, budgeting and performance tracking across initiatives
-champion operational excellence and scalable growth
Product Ownership:
-define product vision and strategy in collaboration with key stakeholders
-align product roadmaps with business goals and success metrics
-effectively communicate value delivered for benefit of participants to corporate clients
Project & Program Management:
-oversee strategic project delivery from planning through execution
-implement frameworks that promote transparency, accountability and timely delivery
-manage cross-functional teams and facilitate communication across business, technology and external partners

Detailed salary information:
• Weehawken: the salary range for this role is $225000 to $275000
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 #

330099BR

City

Weehawken

Job Type

Full Time

Your team

You’ll be working in the WWS team based in Weehawken, NJ. WWS is one of the key growth businesses within Global Wealth Management and serves as a lead generator for the broader business

We are a leading provider of retirement, equity plan compensation and financial wellness services for companies and their plan participants

In addition to the services provided as part of the broader business, we provide education and guidance to help participants achieve financial success

Your expertise

Your experience and skills:
-ideally 10+ years experience in operations, product management or program delivery, with leadership experience
-proven success in scaling operations and delivering on complex initiatives
-strong change management capabilities
-exceptional communication and stakeholder engagement skills
-experience in financial services, fintech or enterprise SaaS is a plus
-ability to collaborate w/ key partners including technology, marketing and data teams to deliver an impactful participant experience

You are:
-proactive self-starter who follows up on deliverables, and makes key observations and strategic recommendations
-someone with a client service mind-set, who anticipates client needs and establishes standards, processes and deliverables that exceed expectations
-an effective communicator (written and verbal) who can interface with multiple levels throughout the organization
-able to multi-task and work autonomously in a fast-paced environment with a strong attention to detail
-constructive problem solver with practiced critical thinking skills and a curiosity for making processes more efficient
-comfortable with tools like Jira, Confluence, Asana, or similar
-MBA or equivalent advanced degree preferred

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 $225000 to $275000 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.