Does financial data excite you? Do you have strong analytical skills and extraordinary attention to detail?

We’re looking for someone with these qualities to lead a team of specialists who provide custom portfolio reports to Financial Advisors for their Wealth Management clients.

You will:
• educate Financial Advisors and their staff regarding performance reporting, calculations, and performance concepts relative to client reporting requests
• work directly with financial advisors to develop and onboard new custom client reporting for their Wealth Management clients
• partner with supervisory teams to ensure new custom report templates adhere to regulatory guidelines and internal policies
• manage the workflow of new report requests from initiation to implementation by production team
• respond to requests for high value ad hoc reporting required
• identify opportunities to enhance standard reporting tools based on demand from Financial Advisors and Clients



Detailed salary information:
• Weehawken: the salary range for this role is $105000 to $130000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.