Business Associate

  • Competitive
  • Weehawken, NJ, USA Weehawken NJ US
  • Permanent, Full time
  • UBS Wealth Management
  • 16 Jul 18 2018-07-16

The Client Strategy Office is globally responsible for anticipating and responding to the evolving needs of Global Wealth Managements' entire client base, focused on deepening our understanding of investors and the marketplace, and delivering strategic marketing for GWM that reinforces our brand values and drives positive business and cultural outcomes. The Strategic Analyst is an integral member of the team, responsible for day-to-day management of our Client Strategy Officer's communications and special projects. He/she has experience supporting senior management, understands the financial services industry and has strong partnering and execution ability.

Your role:

• Support the Global Client Strategy Officer and the CSO Chief of Staff on strategic, operational and daily business matters
• Provide senior management support with the creation of presentations, compiling responses to management committee requests and preparation for meetings with key stakeholders
• Help develop concepts and write compelling speeches/presentations for the Client Strategy Officer regarding firm strategy, client and advisor research, and business progress (both internal [i.e. Senior Management Dialogue] & external [i.e. Women in the World] audiences)
• Manage preparation and logistics for all home office and global meetings with various constituents (i.e. FAs/CAs, field management, clients, prospects, colleagues, etc. as needed)
• Handle incoming inquiries/requests to the Global Client Strategy Officer in an effective and timely manner
• As required – support with HR-related issues and processes including headcount tracking, new hire requests and approvals, PMM process, etc.
• Independent leadership of special projects as needed

Your experience and skills:
• Bachelor's degree
• Working knowledge of financial services business
• Ability to simplify and package complex concepts
• Strong interpersonal communication skills (written and verbal)
• Strong leadership, influencing skills and people management
• Ability to partner effectively with others and navigate the organization at all levels including senior leaders
• Trustworthiness with highly confidential information
• Project management skills, strong analytical ability and attention to detail
• Solid knowledge of Microsoft Word, Excel & PowerPoint