UBS · 14 hours ago
Retirement Plan Program Manager, Workplace Wealth Solutions
Weehawken, NJ
Full-time
Onsite
Mid, Senior Level
$120K/yr - $160K/yr
7+ years expUBS is a leading global wealth manager and is seeking a Retirement Plan Program Manager for their Workplace Wealth Solutions team in Weehawken, NJ. The role involves managing the Retirement Plan Services business, executing program management tasks, and collaborating with various stakeholders to enhance retirement plan advisory programs.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Support the day-to-day management of the UBS’s Retirement Plan Services business, including the Retirement Plan Consulting Services and Retirement Plan Guided Solutions programs
Execute program management related tasks including but not limited to: developing and maintaining program policies and procedures, conducting pricing reviews, addressing program violations, and supporting platform and service enhancements
Develop and maintain product and marketing resources used by financial advisors to identify appropriate solutions for clients and prospects and present UBS's service offering
Act as key point of contact for day-to-day management of UBS Retirement Plan advisory programs resolving program and tool inquiries from financial advisors and sales team
Provide support in vendor management and plan provider inquiries
Leverage firm systems effectively to run queries and analyze data to complete tasks, make important decisions and monitor key business metrics and trends
Collaborate with various internal and external stakeholders (Legal, Compliance, Supervision, Marketing, Operations, Risk, Technology, external vendors) regarding program related issues and activities
Support program development projects and strategic initiatives including analysis of market data, development and monitoring of project plans, and development of presentations for meetings
Qualification
Required
Bachelor's degree
ideally 7+ years financial services industry experience
basic understanding of wealth management and retirement plan business, with the desire to increase knowledge quickly
effective project management skills and ability to multi-task in a fast-paced environment and navigate complex problems with multiple stakeholders
proficient with Microsoft Office, specifically using Excel to manage and analyze large amounts of data and PowerPoint to communicate effectively
active Series 7, 66 licenses (or must be prepared to complete within 120 days of hire)
proactive self-starter who follows up on deliverables and makes key observations and strategic recommendations
a client service mind-set, and you can anticipate client needs and establish standards, processes and deliverables that exceed expectations
effective communicator (written and verbal) who can interface with multiple levels throughout the organization
Benefits
Discretionary incentive compensation
Flexible working options
Reasonable accommodation/adjustments
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-01
2025-12-24
2025-12-24
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