WMAP Advisory Billing Specialist
UBSUnited states - new jerseyUpdate time: July 6,2020
Job Description
Do you have a passion for designing and delivering digital solutions? 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 billing components of end-to-end Advisory platform covering both strategic and steady state support and ensure alignment and compatibility with a multi year platform strategy/roadmap
• support operations workstream in understanding current and future state requirements and helping to design the target state for billing through an Advisory lens
• 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.
• collaborate with leads across Advisory program management, DS&P, Operations and Technology counterparts, building strong relationships across our firm
• detail oriented with strong math aptitude and ability to understand and propose new fee billing solutions.
• provide Advisory specific test scenarios and test cases for User Acceptance, System and Platform Integration Testing for billing systems and support in test planning, coordination and execution
• strong internal IT and vendor management capabilities to drive quality deliverables and manage to aggressive timelines
• 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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