Your role
Are you a strategic thinker with strong attention to detail? Do you have a passion for the financial wellness business and possess the skill-set to support and enhance our Financial Wellness program? Do you enjoy collaborating with others to support team priorities to drive business forward?

· Execute program management related tasks, including but not limited to: managing contract review and execution, developing marketing resources, supporting platform and service enhancements, conducting pricing and competitive analysis reviews, and developing and maintaining program policies and procedures.
· Act as the key point of contact and subject matter expert for the UBS Financial Wellness program, and responsible for resolving any program related inquiries from financial advisors, relationship managers and Financial Wellness coaches.
· Manage 3rd party partnerships with vendors who provide additional services to UBS and support the vendor management process
· Develop and maintain product and marketing resources used to present the UBS Financial Wellness offering to corporate clients and prospects as well as materials used by financial advisors, relationship managers and Financial Wellness coaches
· Leverage firm systems effectively to ensure up to date information is available on the program; run queries and analyze data to complete tasks and make important decisions
· Collaborate with various internal and external stakeholders (Legal, Compliance, Supervision, Relationship Managers, Financial Wellness Coaches, Marketing, Operations, Risk, Technology, external vendors) to effectively manage and enhance the program
· Define and drive business strategy and program development initiatives to ensure UBS’s offering remains competitive; key responsibilities in this area include: stakeholder management, development of business cases, project plans and presentations, analysis of market data and competitor landscape, and creation of work product needed to obtain required approvals or implement new processes.