Retirement Plan Program Manager, Workplace Wealth Solutions

Your role

Are you a strategic thinker with strong attention to detail? Do you have a passion for the retirement plan business and possess the skill-set to support and enhance our retirement plan advisory programs? We are looking for someone like you to:

• 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

Detailed salary information:

• Weehawken: the salary range for this role is $120000 to $160000
• 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

You’ll be working in the Workplace Wealth Solutions (WWS) Retirement Plan Services 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

• 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

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit

US Only:
The expected salary range for this role is $120000 to $160000 based on factors including, but not limited to, experience, qualifications, education, location and…