Finance Jobs in Weehawken, New Jersey

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1000+ Weehawken, NJ Finance jobs found on Monster.

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Job Summary & Mission: As the Head of Mortgage Compliance covering UBS Bank USA, you will contribute to the Compliance Program of the Bank through leadership and execution of the Compliance Program across the Mortgage business-line. This will include regular interaction with business partners, senior management of UBS Bank USA, and partnering with stakeholders from various business and control fun...
Major responsibilities include: • Execute Banking Sales strategy with the goal of growing Banking Revenue and product penetration across Mortgages, SBL, Cards and Accounts • Lead the in market Field Engagement team with a focus on maximizing opportunities, driving results, and meeting the needs of our clients o Integrate a defined performance management system ensuring team players meet a minimum...
The Platform Business Analyst will be responsible for the day to day operations of the Financial Advisor Desktop, ConsultWorks, and partner with business areas, end users and IT in the delivery of industry leading applications, tools and processes. Key Responsibilities - Establishment of Project Business Cases - Development of Business Requirements - User Acceptance Testing activities - Field Deli...
 Management of all systems issues/problems escalated from branch users.  Manage life cycle of various projects for system implementations and make business decision based on priority and resolution.  Describe/clarify business requirements to IT partners to ensure business benefits of applications and/or enhancements are achieved.  Develop streamlined workflow processes that support the firm's...
The Transaction Manager is part of the Mortgage Group within UBS Wealth Management Banking . The Transaction Manager is responsible for leading the effort to develop custom mortgage solutions for the clients of UBS Wealth Management Americas. He/She is the champion for the transaction and owns all internal coordination to ensure that the most suitable solution is presented to clients when possible...
The Mortgage Product Analyst has responsibility for supporting the WM Americas business efforts to provide holistic wealth management services by ensuring a highly personalized and best in class mortgage program for all WM Americas financial advisors and clients The position is responsible for implementing various mortgage and banking related initiatives and acting as a mortgage business represent...
Reporting into the Head of Project Management, Reporting, and Analysis in the WM&IS COO Office, this individual will provide reporting and analytical support to the Wealth Management & Investment Solutions businesses across a number of topics. Key responsibilities include: • Providing recurring business activity tracking and reporting across multiple topics and areas including: Risk and Supervisio...
The Business Acquisition & Integration Officer will be Home Office liaison responsible for training the field on the "recruiting lifecycle," performing a thorough due diligence review on each recruits book of business and partnering with assigned Region's to prepare for a recruit's transition to the firm....
The UBS Field Partnerships team is a small, entrepreneurial group relied upon to centrally manage third party partner relationships within Wealth Management Americas. The team serves as the key integration point between UBS WMA internal stakeholders and external partners in order to promote collective business growth, with the goal of maximizing strategic fit and resource utilization. The team has...
Event Planner within the Regional and Event Marketing department reporting to the Director of Client Events. This person is in charge of overseeing all aspects of planning and execution for identified corporate business and client events throughout the calendar year. • Responsible for overall event management of 12 - 20 signature programs a year, to include the following: o Translate strategy into...
Job Summary: The Program Lead will play a critical role in driving the development of the UBS's next generation of advisors. This leadership position is central to both managing the new Wealth Planning Analyst Program and ensuring the success and evolution of UBS's existing New Financial Advisor Program. This individual will help lead all phases of the training programs (e.g., sourcing, performanc...
As a member of the Corporate Services team within Equity Plan Advisory Services (EPAS), the Plan Administrator is responsible for managing the day-to-day administration of the corporate client equity plans and maintaining the corporate client database. Overview of Role: • Overall ownership for multiple corporate clients' databases (EO, ESP and modular add-ons). • Respond to client requests and dri...
UBS provides equity compensation plan administration and wealth management services to corporate plan sponsors and plan participants. Our goal is to: (1) provide effective corporate solutions to drive new and retain existing corporate relationships and (2) provide insight and advice to participants regarding their equity plan awards and broader financial wellness to drive additional wealth managem...
UBS provides equity compensation plan administration and wealth management services to corporate plan sponsors and plan participants. Our goal is to: (1) provide effective corporate solutions to drive new and retain existing corporate relationships and (2) provide insight and advice to participants regarding their equity plan awards and broader financial wellness to drive additional wealth managem...
UBS provides equity compensation plan administration and wealth management services to corporate plan sponsors and plan participants. Our goal is to: (1) provide effective corporate solutions to drive new and retain existing corporate relationships and (2) provide insight and advice to participants regarding their equity plan awards and broader financial wellness to drive additional wealth managem...
In the Wealth Advice Center New Financial Advisor Development Program, we prepare you to complete all licensing requirements and provide you with the tools and guidance to successfully transition to a Wealth Advice Center Financial Advisor role. Your job as a New Financial Advisor is to prepare you to service as a Wealth Advice Center Financial Advisor where you will: *Proactively build relationsh...
Group Description The Advice and Platforms Team is a significant contributor to the overall business within UBS Wealth Management Americas. The team of Program Managers oversees discretionary (Financial Advisor and Home Office) and non-discretionary Advisory Programs. The total AUM within the Investment Advisory Programs Team is over $300bn. The Program Managers work with business units across the...
The Client Experience Manager Manager (CEM) is part of the Mortgage Group within UBS Wealth Management Banking . The Client Experience Manager is responsible for supporting all non-deal structure related issues. CEM's engage necessary parties to achieve positive results. Examples of typical escalations / issues: o Complaints about individuals supporting leads / loans o Calls that come into Executi...
Product specialist dedicated to the support of all aspects of Financial Advisors equity business, including market commentary, equity portfolio positioning strategies and security selection based on FA and client needs. Collaborate with other members of the equity sales desk to generate and communicate equity sales ideas, provide timely market intelligence and assist FA's in the education and navi...
Provide administrative and project support, as required Organize and maintain paper and electronic files Maintain records for staff office space, phones, parking, company credit cards and office keys Coordinate new hire interviews, orientations and paperwork process, where applicable Arrange and schedule meeting/conference/training venues Coordinate and plan branch office business meetings and var...
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