Do you know how to create and drive a culture of asset growth? And foster loyalty? We’re looking for a branch manager to: • serve as financial advisor to personal clients while managing branch responsibilities • be responsible for financial results, overseeing cost and risk management • attract, recruit, develop and retain skilled talent • coach all team members, getting them the right training and making sure development measures are results-oriented and transparent • manage and resolve all esc...

Do you know mortgage products back to front? Are you well-known for your ability to solve client liability management needs? We’re looking for someone like that who can: – function as a single point of contact to clients and financial advisors throughout the loan process from end to end – coordinate all stages of the loan process with third parties like realtors, developers and accountants – support financial advisors’ efforts to broaden their existing client relationships through additional pro...

The HNW Lending Specialist is a product specialist position within UBS Bank USA's residential mortgage business reporting to the Production Manager. The specialist is responsible for leading the effort to develop custom mortgage solutions for the clients of UBS Wealth Management Americas. Functions include providing structuring and underwriting expertise on complex transactions and interacting with multiple stakeholders. Partnering with Banking and Mortgage Leadership, Financial Advisors, Field ...

Do you have over 10 years of experience in Real Estate transactions and/or Asset Management? Are you a self-motivated Leader that likes to work collaboratively to direct real estate projects? Do you enjoy working on a variety of real estate asset types and US markets? We are looking for a Real Estate Portfolio Manager to: • share responsibility for client and consultant relationship management with Client Relationship Managers to provide regular updates on strategies and investment activities to...

Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Service Associate to: •keep management systems up-to-date with client information •educate clients on account services and capabilities •help with the preparation of reports and other materials for client meetings •collect the right documentation for opening new accounts and service requests •plan team marketing events and maintain marketing materials •provide the team with a detailed calendar of a...

Are you truly service oriented? Do you know how to take care of people? We’re looking for a Registered Client Service Associate to: •keep management systems up-to-date with client information •educate clients on account services and capabilities •help with the preparation of reports and other materials for client meetings •collect the right documentation for opening new accounts and service requests •plan team marketing events and maintain marketing materials •provide the team with a detailed ca...

Are estate and tax planning your passion? Does planning analysis motivate you? We’re looking for someone with those interests who can: • independently review estate planning documents (e.g., Wills, Living Trusts, and Irrevocable Trusts) to create a current estate analysis, including estimated estate and income tax calculations • assist with modeling wealth transfer and philanthropic strategies for clients • perform research on income, estate, gift, generation-skipping transfer (GST) tax and phil...

Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Wealth Strategy Associate to: •assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals •develop customized asset allocation strategies and investment solutions for clients •provide support for client relationship building and business development activities •perform business analytics as needed to support financial a...

Do you know mortgage processing in and out? Are you well-known to be detailed, an over communicator, problem solver, quality minded individual and deliver exceptional service? We’re looking for someone like that who can: • support Private Mortgage Bankers throughout the processing transaction of a mortgage loan including, daily communication, expectation setting and status updates • audit conditions to ensure accuracy prior to submission to Underwriting • coordinate with Private Mortgage Banker ...

Do you know mortgage processing in and out? Are you well-known to be detailed, an over communicator, problem solver, quality minded individual and deliver exceptional service? We’re looking for someone like that who can: • support Private Mortgage Bankers throughout the processing transaction of a mortgage loan including, daily communication, expectation setting and status updates • audit conditions to ensure accuracy prior to submission to Underwriting • coordinate with Private Mortgage Banker ...

Are you incredibly organized with an eye for detail? Are you a skilled multitasker? We’re looking for a Branch Office Administrator to: • support the branch management team administratively • assist with resolving client issues • communicate and implement our administrative and risk management guidelines and policies • support the hiring process and maintain all HR functions, including payroll for support staff • assist in the administrative aspects of licensing and registration for all register...

Do you know mortgage products back to front? Are you well-known for your ability to solve client liability management needs? We’re looking for someone like that who can: • function as a single point of contact to clients and financial advisors throughout the loan process from end to end • coordinate all stages of the loan process with third parties like realtors, developers and accountants • support financial advisors’ efforts to broaden their existing client relationships through additional pro...

Your role : Are you truly service oriented? Do you know how to take care of people? We’re looking for a Registered Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • provide our team ...

Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • provide the team with a detailed calenda...

Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations? We’re looking for a market supervisory officer to: • drive initiatives related to sales supervision, compliance and business risk, including implementation and education • coach the supervisory team, provide training on supervisory tools, new compliance bulletins and operational procedures • manage review of various supervision processes to ensure appropriate review has occurred and susta...

Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Senior Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals • develop customized asset allocation strategies and investment solutions for clients • provide support for client relationship building and business development activities • perform business analytics as needed to support ...

Are you passionate about bringing systems to life? Do you have a curious nature, always interested in how to innovate? Are you able to lead as well as be a team player? We’re looking for someone like that to: •help us drive the Network Tooling and Telemetry strategy within the network domain. •help in the delivery and innovation of new solutions in a fast moving environment. You will be responsible for delivering new solutions for DC2.0, CLOUD Compute, and shaping the future for Network Tooling ...

Are you a leader? Do you have experience in tactical and strategic initiatives? The Project Review Manager will be primarily responsible for providing external and internal customers with project documentation review results related to various condominium and co-op project types. The Project Review Manager will provide client support/research for questions that may arise during the processing/underwriting/closing of condominium and co-op loans. We’re looking for someone like that to: • Develop a...

Do you know mortgage products back to front? Are you well-known for your ability to solve client liability management needs? The Mortgage Servicing Specialist is responsible for ensuring that the client experience for serviced loans is maintained throughout the life of the loan. These duties include ensuring accurate payment processing, proper tax escrow and insurance account management as well the proper handling of client requests Key competencies and responsibilities include: • Optimizing the...

Are you incredibly organized with an eye for detail? Are you a skilled multitasker? We’re looking for a market administrative officer to: • lead the operations and administrative team, conducting performance reviews and making personnel decisions • manage administration, including facilities, and oversee overall cost management • make sure all employees complete required training and receive coaching on administrative policies, procedures and risk management and comply with all legal and regulat...