Digital Advisory Platforms – Workstream Lead
UBSUnited states - new jerseyUpdate time: May 28,2020
Job Description
Do you have a passion for designing and delivering digital solutions that delight your users? Are you a strategic thinker with strong business acumen? More than simply delivering features, do you aim to drive the business forward? We're looking for someone with these qualities who can:

• Manage one or more components of end-to-end Advisory platform covering both strategic and steady state support and ensure alignment to multi year platform strategy/roadmap
• Engage on functional design of new advisory platforms/programs, and enhancements to existing programs.
• Candidate must be familiar with the entire Advisory lifecycle including prospecting, proposals, enrollment and maintenance, portfolio construction and portfolio management & understand Advisory solutions, including firm, advisor and client discretionary products.
• Functional understanding of Unified Advisory Platform / Unified Managed Account capabilities, including sub-accounting, rebalancing and surveillance and additional downstream implications
• Strong internal IT and vendor management capabilities to drive quality deliverables and manage to aggressive timelines
• Collaborate with leads across Business, Platform & Technology counterparts, building strong relationships across the firm
• Proactively identify value-added solutions and then develop and implement change initiatives which move the business forward
• Provide thought leadership around how to maximize the platform experience and capabilities that should be introduced
• Lead a high performing team and drive successful implementation of programs

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