Affiliate Oversight Project Manager

UBS is seeking an Affiliate Oversight Project Manager in Westwood, NJ, to support oversight of affiliate services for UBS Bank USA. Responsibilities include coordinating with BUSA teams, managing contract updates, assessing affiliate performance, enhancing risk statements, and improving program management tools. Candidates should have a Bachelor's degree, 5+ years in compliance or vendor knowledge, and strong communication and analytical skills. UBS offers flexible working arrangements, including remote options.
Your role

This role is to support oversight of affiliate services to/from UBS Bank USA ("BUSA")
• coordinate with the BUSA teams on documented support for Dual employees activities
• support BUSA affiliate contract owners to map contractual obligations and service needs and if contract changes are needed, project manage contract updates
• coordinate with BUSA contract owners to ensure affiliate performance assessment are aligned to the UBS Service Management Framework, that assessments are complete and meet procedural and regulatory standards
• enhance Risk appetite statements/RAIs to include product specific & affiliate risks and track progress or issues
• manage an escalation process for any emerging day-to-day affiliate issues impacting BUSA
• quarterly, partner with stakeholders to identify, align and report on any affiliate performance-related issues and the corresponding path to green and ongoing issue status
• understand, analyze and report on business continuity schedules and issues at important affiliate-employee work sites and for critical affiliate-managed 3rd Party vendors that impact BUSA
• understand, analyze and report on business continuity schedules and issues for important BUSA-impacting IT
• Improve/upgrade tools for program management. Identify reporting improvement opportunities and strategize new reporting processes

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your expertise

You have:
• a Bachelor's degree - Accounting, Finance, or Business Management preferred
• 5+ years of compliance or vendor knowledge preferred
• written and verbal communication skills
• strong organizational skills
• strong negotiation skills
• ability to effectively communicate with all levels of management,
• strong relationship skills
• ability to work without detailed direction on tactical items
• strong analytical skills
• ability to think strategically

You are:
• able to produce professional presentations & reports
• an expert problem solver
• able to work in a fast-paced environment under pressure
• able to prioritize and adapt to changing deadlines.
• detail oriented and careful about quality of work
• able to manage several running projects
• experience with Sherpany software preferred

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.