Advisory Program Manager

The Program Manager role manages both strategic and tactical initiatives within the Advisory Solutions business and includes exposure to various aspects of the business. This role involves ongoing interactions with Financial Advisors, field leadership teams, internal stakeholders, and asset management firms.

Responsibilities

• Developing and implementing solutions to address opportunities for asset growth in the Advisory Solutions business.
• Contributing to and leading efforts to expand the Unified Managed Account platform capabilities
• Working with internal UBS counterparts and SMA managers to help address operational, trading, and investment holding questions and challenges.
• Liaising with risk partners and SMA managers to ensure alignment on procedural and regulatory matters.
• Partnering with the UBS Investment Manager Analysis team on an array of manager and strategy-related engagements, and handle product life-cycle events and communications with Financial Advisors and clients.
• Communicating with SMA managers on a periodic basis to ensure the Advisory business is updated on manager developments with their strategies.
• Engaging with Financial Advisor teams and other internal partners to keep stakeholders informed on product enhancements and the strategic vision of the advisory business.