Program Manager – Outsourced Chief Investment Office (OCIO)
UBS
Are you passionate about building scalable investment capabilities and platforms that serve the most sophisticated clients? Do you thrive in a fast-paced, cross-functional environment where you can drive strategic initiatives from concept to execution? Are you a detail-oriented leader who can manage complexity while keeping the client experience at the center?
We’re looking for someone like this to join our OCIO Strategy & Delivery team who can:
- Lead the execution of the OCIO platform buildout, coordinating across Investment Teams, Risk, Legal, Operations, and Technology
- Provide strategic project support across priority initiatives, ensuring transparency and accountability across multiple workstreams
- Translate strategic goals into actionable workplans, manage timelines, and ensure delivery of key milestones
- Deliver clear, executive-level updates to senior stakeholders, translating complex project updates into actionable insights
- Drive cross-functional collaboration to foster alignment across multiple stakeholders
- Build and maintain a structured and well-documented project inventory for OCIO-related initiatives
- Collaborate with Relationship Managers, Portfolio Advisory, and Product Specialists to ensure the OCIO platform meets client and advisor needs
- Support client onboarding and contract execution flows, including documentation, education, and business development for discretionary clients
- Define and refine workflows for the entire client journey including account opening, investment, rebalancing, risk analysis, and reporting
- Partner with Technology and 3rd party vendor teams to define business requirements, oversee delivery of digital tools and infrastructure, and ensure platform alignment
- Manage technology-related workstreams, including vendor coordination, testing, and implementation of OCIO-specific systems and enhancements
Detailed salary information:
• Weehawken: the salary range for this role is $135000 to $175000
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.
We’re looking for someone like this to join our OCIO Strategy & Delivery team who can:
- Lead the execution of the OCIO platform buildout, coordinating across Investment Teams, Risk, Legal, Operations, and Technology
- Provide strategic project support across priority initiatives, ensuring transparency and accountability across multiple workstreams
- Translate strategic goals into actionable workplans, manage timelines, and ensure delivery of key milestones
- Deliver clear, executive-level updates to senior stakeholders, translating complex project updates into actionable insights
- Drive cross-functional collaboration to foster alignment across multiple stakeholders
- Build and maintain a structured and well-documented project inventory for OCIO-related initiatives
- Collaborate with Relationship Managers, Portfolio Advisory, and Product Specialists to ensure the OCIO platform meets client and advisor needs
- Support client onboarding and contract execution flows, including documentation, education, and business development for discretionary clients
- Define and refine workflows for the entire client journey including account opening, investment, rebalancing, risk analysis, and reporting
- Partner with Technology and 3rd party vendor teams to define business requirements, oversee delivery of digital tools and infrastructure, and ensure platform alignment
- Manage technology-related workstreams, including vendor coordination, testing, and implementation of OCIO-specific systems and enhancements
Detailed salary information:
• Weehawken: the salary range for this role is $135000 to $175000
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.
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