Mutual Fund Product Specialist

Overview

Job Reference #
325632

City
Weehawken

Job Type
Full Time

Your role

Are you passionate about driving client success through strategic mutual fund solutions? Ready to lead collaborative efforts across internal and external stakeholders to optimize service and product delivery? Are you driven by a deep interest in investment product management, eager to shape and innovate our offering to meet evolving market demands?

We’re looking for someone like that who can help us:

• Lead and direct the domestic and offshore mutual fund and money market fund business as the primary subject matter expert, providing strategic guidance to the Advisory Sales Desk, advisory program teams, Service Group, CIO, Advanced Planning, and other internal stakeholders.
• Drive the resolution of complex trading and operational challenges.
• Foster strong relationships with internal partners, fund companies, and the field.
• Strategically manage relationships with over 450 mutual fund providers, partnering with Legal to manage the contract lifecycle, including creation, negotiation and execution of distribution agreements.
• Develop and maintain marketing, disclosure, training, and educational materials, including managing internal and public website content.
• Identify opportunities to increase product awareness among Financial Advisors and clients and explore new product offerings with fund partners to support business growth and CIO alignment.
• Manage a suite of projects to enhance operational efficiency, improve the FA and client experience, and unlock revenue and cost saving opportunities.
• Forge and cultivate key partnerships across the firm to develop deep expertise in platforms and product offerings, encompassing both traditional and non-traditional assets.
• Monitor and analyze legislative, regulatory, and industry developments and lead the implementation of enhancements in collaboration with the Public Policy Office and internal control partners.

Weehawken: the salary range for this role is $85,000 to $120,000. The expected salary range is based on factors including experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit UBS Benefits.

This role resides in the Investment Products Group, a subset of Advisory and Investment Products within UBS Wealth Management Americas located in Weehawken, New Jersey. You will report to the Lead Program Manager of Mutual Funds.

• Ideally 5+ years experience in the financial services industry, ideally with a focus on investment products and/or program management.
• Deep and comprehensive knowledge of mutual funds and money market funds, including market trends, regulatory landscapes, and investment strategies.
• Demonstrated expertise in investment product management, encompassing the entire product lifecycle from conceptualization to launch and ongoing management, with a focus on innovation and market differentiation.
• Proven capability in complex contract management, including negotiation, execution, compliance, and optimization of financial and legal agreements.
• Exceptional ability to manage strategic relationships with internal stakeholders, external partners, and FAs/clients to drive business growth and foster collaboration.
• Outstanding communication, leadership, and interpersonal skills, with the ability to inspire, influence, and motivate teams towards achieving ambitious goals.
• Demonstrated strong problem-solving and critical thinking skills, with a proven record of thriving in fast-paced environments and navigating complex challenges effectively.
• Excellent verbal, written, and interpersonal skills, with a talent for clearly and persuasively articulating complex financial information and building strong relationships.
• Series 7 and 66 licenses preferred;
  Bachelor’s degree required, with an MBA or related advanced degree a plus.
• Proficient in Excel, PowerPoint and big data aggregation and analysis.
• Familiarity with Morningstar Workstation is a plus.

UBS is the world’s largest and the only truly global wealth manager. We operate through four…