J.P. Morgan jobs in White Plains, NY

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: * Keep management systems up-to-date with client information * Educate clients on account services and capabilities * Help with the preparation of reports and other materials for client meetings * Collect the right documentation for opening new accounts and service requests * Plan team marketing events and maintain marketing materials * Provide the team with a detailed calendar of activities Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Series 7 and 66 licenses * Ideally 1-3 years of experience in client service, within the finance sector * Bachelor's Degree preferred, with a focus in Finance, Business Management, or other related fields * Excellent communicator, with solid interpersonal skills * Detail oriented (nothing gets past you) * Proficient in Microsoft Office Suite 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.

Your role The Checking and Savings Client and Field Incentives Specialist will be part of the Deposits business team within UBS Wealth Management Banking Group assisting in overseeing deposits and money movement related to build and execution of UBS Bank USA (BUSA) Checking and Savings Accounts and UBS Financial Services Inc. Cash Management accounts. Key competencies and responsibilities include: * Assist the team in developing incentive design for clients and the field including Advisors and Bankers, balancing the need to be competitive vs regulatory and risk requirements and financial business case * Partner with internal teams to conduct market research to have an accurate and complete picture of the competitive landscape that can then be helpful to enhance the UBS offering. * Build and maintain financial models, forecasting and reporting around the incentives program. * Assist in front office communication and training on the deposit incentive design and updates. * Assist the team on critical projects as needed * Assist the team in testing and managing rollouts to clients and the field * Demonstrate: o Subject matter expertise in bank deposits. o Partnering and relationship building capabilities with the front office teams. o Ability to partner with large cross-sectional teams. o Proficiency with Microsoft Office applications with a specific focus on Excel and PowerPoint o Strong problem-solving skills and thinking out of the box to come up with creative solutions with a strong attention to detail. Detailed salary information: * Weehawken: the salary range for this role is $140000 to $180000 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. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Skills/ Qualifications (i.e. Years of experience, licenses, leadership skills): * Education - a university degree, MBA and/or ideally 10 years of experience * ideally 5+ years of banking focused on wealth client banking services, savings & deposits products * Deposit product knowledge and experience in a Bank * Excellent understanding of financials and trade-offs related to incentives * Works well with data analytics * Strong leadership, execution and collaboration skills About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs Strive to provide a world-class level of customer service and support Our Comprehensive Development Program Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background. Components of the Associate Development Program (ADP) Include: In-depth industry training on proprietary investments, services, policies and procedures Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience Behavioral training geared toward the development of communication, leadership, and other professional skills Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Job Qualifications We Are Seeking: People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships Accomplished team players who thrive in a rigorous and challenging environment Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere Individuals who have a bachelor's degree with excellence in academics and strong leadership experience Proficiency in Word and Excel are required Desired Qualifications 1-2 years client service experience, financial services industry experience a plus The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus Company Overview Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. In accordance with Connecticut law Public Act 21-30, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $80,000 to $86,000 #BernsteinPWM Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. Join us in pursuing insights that unlock opportunities. Learn more at ************************ To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html Stamford, Connecticut

Your role Are you passionate about applying quantitative methods to real-world investment challenges? Do you thrive in a collaborative environment where your technical skills and analytical thinking can drive innovation in portfolio risk management? We're looking for someone who can: * Develop, calibrate, and implement statistical and econometric models to support portfolio risk measurement and attribution * Conduct advanced time-series analysis and apply econometric techniques to assess investment strategies * Translate academic and industry research into actionable insights and risk management strategies * Contribute to the development and maintenance of regular and ad hoc risk reports * Collaborate with portfolio management teams, technology partners, and other stakeholders to enhance model transparency and usability * Document model methodologies in a clear, structured, and technically sound manner for internal and regulatory use Detailed salary information: * Weehawken: the salary range for this role is $85000 to $120000 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. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * 5+ years of experience in quantitative analysis, preferably in asset management, risk management, or financial modeling * Deep understanding of time-series analysis, econometrics, and statistical modeling techniques * Familiarity with risk management concepts such as risk decomposition, factor exposure, and stress testing * Exposure to industry-standard risk platforms such as Aladdin, Barra, FactSet, or Bloomberg PORT is a plus Soft Skills * Strong team player with the ability to collaborate across functions and geographies * Excellent written and verbal communication skills, with a focus on clarity and precision * Ability to manage multiple projects and meet deadlines in a dynamic environment * Intellectual curiosity and a desire to continuously learn and grow Hard Skills * Proficiency in one or more of the following: R, SQL, PowerBI * Strong technical and development skills with the ability to work with large datasets * Experience in documenting model methodologies and technical specifications * Solid understanding of financial markets and investment products across asset classes Education * Bachelor's degree in a quantitative field such as Engineering, Economics, Mathematics, Applied Statistics, Finance, or other highly empirical disciplines * Master's degree or higher is a plus * Progress toward or completion of professional designations such as CFA, FRM, or CAIA is highly valued * Series 7 and 66 licensed or ability to acquire within 60 days post start date About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The Expertise We're Looking For * We ask that you have at least five years in financial sales role * We believe that three or more years of management within a financial services environment is helpful * We require an active Series 9/10, 7 and 66 licenses The Purpose of Your Role Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The Skills You Bring * All-encompassing brokerage and mutual fund knowledge and expertise in financial planning * A contagious enthusiasm for hiring, mentoring and developing new branch associates * Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas * Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities * Positive attitude, empowering business professionalism and strong work ethic with high level of integrity The Value You Deliver You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. How Your Work Impacts the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Your role Do you want to design and build attractive digital products and services? Do you want to play a key role in transforming our firm into an agile organization? At UBS, we re-imagine the way we work, the way we connect with each other - our colleagues, clients and partners - and the way we deliver value. Being agile will make us more responsive, more adaptable, and ultimately more innovative. We're looking for an individual who can: * design, develop, and improve the digital products and technology services we provide to our clients and employees * apply a broad range of software engineering practices, from analyzing user needs and developing new features to automated testing and deployment * ensure the quality, security, reliability, and compliance of our solutions by applying our digital principles and implementing both functional and non-functional requirements * build observability into our solutions, monitor production health, help to resolve incidents, and remediate the root cause of risks and issues * understand, represent, and advocate for client needs * share knowledge and expertise with colleagues, help with hiring, and contribute regularly to our engineering culture and internal communities Detailed salary information: * Weehawken: the salary range for this role is $120000 to $160000 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. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Bachelor or master degree or equivalent focusing on wealth management business area * ideally 8 + years of experience in a similar position focused on wealth or asset management within the finance sector * deep understanding of core Java, J2EE, React. Good to have cloud, spring boot, messaging and caching * interested in learning new technologies and practices, reuse strategic platforms and standards, evaluate options, and make decisions with long-term sustainability in mind * strong communicator, from making presentations to technical writing * fluent in reading, writing and speaking English 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.

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Category: Customer Service

Nuveen Green Capital (NGC) is a rapidly growing company with the goal of changing how our country's commercial real estate buildings produce and use energy. We finance commercial real estate new construction developments, substantial rehab projects, and retrofits of existing buildings with an innovative financing product called C-PACE (Commercial Property Assessed Clean Energy). Nuveen Green Capital is the nation's leading provider of C-PACE financing. C-PACE financing funds multi-million dollar energy, water, and resiliency measures within a commercial real estate project's construction budget and is paired with traditional construction, bridge, and permanent financing to complete a project's capital stack. C-PACE financing is attractively priced construction-to-permanent financing that is growing in popularity among real estate developers and property owners. The Manager, Transaction Management is responsible for assisting in identifying investment opportunities via C-PACE lending secured by all real estate product types. Working with senior originations team members, the Manager, Transaction Management plays a critical role in all aspects of loan origination, transaction management, and underwriting. The role supports the analysis and execution for originating new C-PACE investments on behalf of Nuveen Green Capital investors. The Manager, Transaction Management will benefit from rapid on-the-job learning, unparalleled strategic input, access to company executives and tremendous growth potential. **Key Responsibilities and Duties** Underwriting - Preparing term sheets for early-stage deals and assisting with presentation materials when needed. - Provide analytical support and loan underwriting to senior debt originations team members through building financial models, conducting financial and credit analysis of properties, reviewing markets, underwriting borrowers, writing internal investment memoranda, assisting in internal and external processes, and conducting other key diligence. - Contribute to key documentation including credit committee memoranda, term sheets, and other associated documents. - Perform ongoing market and property-specific research. Transaction Management - Leading a diverse pipeline of C-PACE projects of various complexity, triaging and prioritizing the most impactful next steps for the overall pipeline. - Communicating internally with originations, credit, legal, and asset management teams and externally with clients and partners to keep the deal team on track for key milestones and closing. - Supporting relationships with developers and third-party capital providers. - Going above and beyond to ensure a positive customer experience, creatively solving challenging problems, and enthusiastically supporting Nuveen Green Capital's mission to be the Lender of Choice for our clients and partners. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required Qualifications:** + Minimum of 2+ years of Commercial Real Estate (CRE) experience **Preferred Qualifications:** + 3+ years of Commercial Real Estate (CRE) experience + 1+ year of CRE underwriting experience + Demonstrated interest in sustainability and/or clean energy deployment + Commercial real estate construction/development projects experience Related Skills Accountability, Adaptability, Clean Energy Acumen, Collaboration, Commercial Mindset, Consultative Communication, Continuous Improvement Mindset, Executive Presence, Prioritizes Effectively, Stakeholder Engagement **Anticipated Posting End Date:** 2025-12-26 Base Pay Range: $79,800/yr - $125,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Your role Are you passionate about driving client success through strategic mutual fund solutions? Ready to lead collaborative efforts across internal and external stakeholders to optimize service and product delivery? Are you driven by a deep interest in investment product management, eager to shape and innovate our offering to meet evolving market demands? We're looking for someone like that who can help us: * Lead and direct the domestic and offshore mutual fund and money market fund business as the primary subject matter expert, providing strategic guidance to the Advisory Sales Desk, advisory program teams, Service Group, CIO, Advanced Planning, and other internal stakeholders. * Drive the resolution of complex trading and operational challenges * Foster strong relationships with internal partners, fund companies, and the field. * Strategically manage relationships with over 450 mutual fund providers, partnering with Legal to manage the contract lifecycle, including creation, negotiation and execution of distribution agreement * Develop and maintain marketing, disclosure, training, and educational materials, including managing internal and public website content. * Identify opportunities to increase product awareness among Financial Advisors and clients and explore new product offerings with fund partners to support business growth and CIO alignment. * Manage a suite of projects to enhance operational efficiency, improve the FA and client experience, and unlock revenue and cost saving opportunities. * Forge and cultivate key partnerships across the firm to develop deep expertise in platforms and product offerings, encompassing both traditional and non-traditional assets. * Monitor and analyze legislative, regulatory, and industry developments and lead the implementation of enhancements in collaboration with the Public Policy Office and internal control partners. Detailed salary information: * Weehawken: the salary range for this role is $85000 to $120000 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. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Ideally 5+ years experience in the financial services industry, ideally with a focus on investment products and/or program management. * Deep and comprehensive knowledge of mutual funds and money market funds, including market trends, regulatory landscapes, and investment strategies. * Demonstrated expertise in investment product management, encompassing the entire product lifecycle from conceptualization to launch and ongoing management, with a focus on innovation and market differentiation. * Proven capability in complex contract management, including negotiation, execution, compliance, and optimization of financial and legal agreements. * Exceptional ability to manage strategic relationships with internal stakeholders, external partners, and FAs/clients to drive business growth and foster collaboration. * Outstanding communication, leadership, and interpersonal skills, with the ability to inspire, influence, and motivate teams towards achieving ambitious goals. * Demonstrated strong problem-solving and critical thinking skills, with a proven record of thriving in fast-paced environments and navigating complex challenges effectively. * Excellent verbal, written, and interpersonal skills, with a talent for clearly and persuasively articulating complex financial information and building strong relationships. * Series 7 and 66 licenses preferred; Bachelor's degree required, with an MBA or related advanced degree a plus. * Proficient in Excel, Powerpoint and big data aggregation and analysis * Familiarity with Morningstar Workstation is a plus About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role * Process payment repairs for payment messages that have been formatted incorrectly to ensure best execution for our clients * Make sure payments are processed accurately and timely, and any delays are resolved quickly and efficiently * Perform efficiently in a fast-paced and changing environment, handling a wide variety of transaction types * Partner with internal stakeholders to ensure best in class service and create initiatives for process enhancements * Display superior communication and interpersonal skills, with proven ability to thoroughly resolve client inquiries Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * detail oriented (nothing gets past you) * focused on getting the best results for our clients * good communication and interpersonal skills * ideally 2+ years of experience in a banking or payments role * Expertise in payment operations such as wire transfers, foreign exchange and USD payment investigations * Working knowledge of payment systems, for example, SWIFT, Fedwire or CHIPS is a plus About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Nuveen Green Capital (NGC) is a rapidly growing company with the goal of changing how our country's commercial real estate buildings produce and use energy. We finance commercial real estate new construction developments, substantial rehab projects, and retrofits of existing buildings with an innovative financing product called C-PACE (Commercial Property Assessed Clean Energy). Nuveen Green Capital is the nation's leading provider of C-PACE financing. C-PACE financing funds multi-million dollar energy, water, and resiliency measures within a commercial real estate project's construction budget and is paired with traditional construction, bridge, and permanent financing to complete a project's capital stack. C-PACE financing is attractively priced construction-to-permanent financing that is growing in popularity among real estate developers and property owners. The Senior Manager, Transaction Management is responsible for assisting in identifying investment opportunities via C-PACE lending secured by all real estate product types. Working with senior originations team members, the Senior Manager, Transaction Management plays a critical role in all aspects of loan origination, transaction management, and underwriting. The role supports the analysis and execution for originating new C-PACE investments on behalf of Nuveen Green Capital investors. The Manager, Transaction Management will benefit from rapid on-the-job learning, unparalleled strategic input, access to company executives and tremendous growth potential. **Key Responsibilities and Duties** Underwriting - Preparing term sheets for early-stage deals and assisting with presentation materials when needed. - Perform loan underwriting in support of senior debt originations team members through building financial models, conducting financial and credit analysis of properties, reviewing markets, underwriting borrowers, writing internal investment memoranda, assisting in internal and external processes, and conducting other key diligence. - Prepare credit committee memoranda, term sheets, and other associated documents. - Perform ongoing market and property-specific research. Transaction Management - Execute on a diverse pipeline of C-PACE projects of various complexity, triaging and prioritizing the most impactful next steps for the overall pipeline. - Communicate internally with originations, credit, legal, and asset management teams - Lead externally with clients and partners to keep the deal team on track for key milestones and closing. - Support relationships with developers and third-party capital providers. - Go above and beyond to ensure a positive customer experience, creatively solving challenging problems, and enthusiastically supporting Nuveen Green Capital's mission to be the Lender of Choice for our clients and partners. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required Qualifications:** + Minimum of 3+ years of Commercial Real Estate (CRE) underwriting experience **Preferred Qualifications:** + 5+ years of Commercial Real Estate (CRE) experience + 1+ year of CRE construction and/or development underwriting + Demonstrated interest in sustainability and/or clean energy deployment Related Skills Accountability, Adaptability, Clean Energy Acumen, Collaboration, Commercial Mindset, Consultative Communication, Continuous Improvement Mindset, Executive Presence, Prioritizes Effectively, Stakeholder Engagement **Anticipated Posting End Date:** 2025-12-26 Base Pay Range: $106,000/yr - $148,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments Our Investments in You We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab) Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab) How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Your role Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions? We're looking for an Associate Director, CIS Data and Metrics to: * Act as a subject matter expert across various Cyber and Information Security (CIS) domains and capabilities, offering proactive risk management and oversight for these areas. Identify operational risks and propose realistic remediation or improvement solutions. * Contribute to shaping the firm's CIS risk appetite. Assess current firmwide risk posture with respect to that appetite on a data-driven basis. * Review the firm's CIS threats, controls, deficiencies, indicators and events, in support of conclusions on the firm's residual risk. Prepare responses to regulatory queries regarding CIS risk and control governance. * Collaborate across multi-disciplinary teams from different geographies and business divisions on change initiatives. * Can work hybrid (In-office/remote). Qualified Applicants apply through ***************************. Please reference 001976. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI Salary & Work Schedule: $170,000 to $180,000 Per Year, 40 hrs/wk. 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. This notice is being posted in connection with an application for permanent Alien Labor Certification. Any person may comment or provide documentary evidence bearing on this application to: U.S. Department of Labor, Employment and Training Administration, Office of Foreign Labor Certification, 200 Constitution Avenue NW, Room N-5311, Washington, DC 20210. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Education & Experience Requirement * This position requires a Bachelor's degree or foreign equivalent in Computing Security, or related field of study plus five (5) years of experience in the job offered or as a Cyber Detection Engineer, Security Analyst, Assistant Engineer, or related occupation. Position requires experience with the following: * Cyber and information security risk governance, management, and control * data protection, identity and access management; cyber defense, network security, and cyber hygiene * enabling technologies to operate securely; implementing security controls against threats and risk scenarios * financial industry regulatory environment; security risk and threat management frameworks including NIST CSF, CRI profile, COBIT and MITRE ATT&CK * infrastructure security controls; security analysis tooling development; security risk reporting platform development. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role Advisory Solutions is looking for a highly skilled and motivated individual to join their team as a Product Specialist. This role involves working closely with Financial Advisors, external Money Managers, and Advisory management to develop and support options-based strategies. Additionally, the position requires strong project management and data analysis skills to support broader Advisory initiatives. Key Responsibilities: * Support and Growth: Support and expand our exchange-traded derivatives advisory program, covering a range of index and single stock option strategies. * Project Planning and Execution: Develop detailed project plans, and ensure projects are executed efficiently within set deadlines. * Data Collection and Analysis: Gather, analyze, and interpret large data sets to support decision-making processes. * Continuous Improvement: Monitor and evaluate the effectiveness of current processes. Recommend and implement improvements based on data analysis and feedback. * Customer Experience: Streamline processes to ensure seamless client onboarding and life cycle management * Strategic and Tactical Engagement: Collaborate with management on both strategic initiatives and tactical projects * Enhancement Development: Lead the development and testing of platform enhancements * Operations and Risk Management: Conduct various operational and risk oversight functions including the maintenance of Key Procedural Controls over a broad range of programs Detailed salary information: * Weehawken: the salary range for this role is $90000 to $120000 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. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Education: Bachelor's degree, preferably in finance or a related discipline. * Ideally 2+ years of relevant experience * Certifications: FINRA Series 7/66 (or equivalent) required; FINRA Series 4 is a plus. * Options Knowledge: Working knowledge of options fundamentals (Greeks, pricing, expiration cycles, etc.). * Financial Services Knowledge: Familiarity with the financial services industry, including an understanding of investment products and strategies. Experience working with Financial Advisors and external Money Managers is a plus. * Project Management: Proven experience in managing complex projects, including planning, execution, and monitoring. Ability to develop detailed project plans, manage timelines, and ensure successful project delivery * Communication Skills: Excellent oral and written communication skills with strong attention to detail. * Stakeholder Management: Experience in collaborating with various stakeholders, including Financial Advisors, external Money Managers, and Advisory management. * Analytical Skills: Strong analytical skills with the ability to collect, analyze, and interpret data; ability to work with big data sets * Technical Skills: Intermediate/advanced proficiency in Excel and PowerPoint; advanced skills in MS Access or other databases are a plus. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role Are you truly service oriented? Do you know how to take care of people? We're looking fora Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * White Plains: the salary range for this role is $55000 to $65000 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. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Your expertise: * Series 7 and 66 licenses, not needed at time of hiring; * Ideally 3-5 years of experience in client service, within the finance sector or; * College degree focusing on finance/banking; * Excellent communicator, with solid interpersonal skills; * Detail oriented (nothing gets past you); * Proficient in Microsoft Suite 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.

Your role Are you passionate about innovation and delivering digital solutions that delight your users? Do you have strong analytical skills and a strategic mindset to drive business growth? As a key player in our fast-paced, startup-like environment, you will lead our Client Data Aggregation products. You'll bridge the gap between data, technology, design, and wealth management expertise, enhancing advisor and client tools that are critical to our business. Here's what you'll do: * Develop a clear product vision, strategy, and roadmap covering the full product development lifecycle. * Analyze user journeys and identify opportunities to enhance processes and implement new technologies * Drive iterative development of new products and enhancements on client platforms and the advisor workstation, in collaboration with cross-functional teams and third-party vendors * Serve as product owner within an agile team, participating in agile ceremonies and ensuring the product requirements are clear to designers and engineers. * Partner with financial advisors to understand their needs and challenges, ensuring the product directly addresses those needs. * Analyze user data and market trends to guide product iterations and optimize the advisor experience. * Manage third-party vendor relationships and contract responsibilities. * Support Objectives and Key Results (OKRs) by using product metrics to achieve business goals. Detailed salary information: * Weehawken: the salary range for this role is $140000 to $180000 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. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 7+ years of experience as a product owner in wealth management or related fintech roles * Proven track record of delivering complex, client-facing products (web & mobile) within financial services * Experience with asset aggregation providers (e.g. Yodlee, Plaid, etc.) and Personal Financial Management (PFM) tools is a plus * Ability to define user stories from high level features and guide them through iterative design and development processes * Proficiency in Excel and data analysis using queries * Excellent analytical and problem-solving skills * Strong communication and interpersonal skills for collaborating with both technical and non-technical stakeholders, including financial advisors * The spirit of a self-starter: You thrive in a dynamic environment, embrace ambiguity, and can wear multiple hats. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients' inner circle, the Wealth Advisor intimately understands each client's values, lifestyle and philanthropic goals. They connect clients to the firm's vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Bernstein Wealth Advisor enhances clients' financial well-being while standing out among a crowded field. What We're Looking For: What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics: Entrepreneurial Spirit Intellectual Curiosity High Emotional Quotient ("EQ") Determination and Relentless Drive for Success Spirit of Generosity in Working With and Within Their Community Excellent Interpersonal and Communication Skills Structure and Discipline ...and the following qualifications: An existing network that can be continuously cultivated and expanded within the community Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors Comfortable interacting with individuals of significant wealth Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions Trustworthiness and personal integrity that is beyond reproach Strong academic credentials A passion for investing and for people Who We Are: Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! What We Stand For: TRUSTWORTHINESS-We are accountable. Integrity, transparency and reliability are core to our business model. INNOVATION-We're always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes. TEAMWORK-We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service. EQUITY-We are committed to building a culture of diverse perspectives - one where all employees feel valued and are treated fairly. COMMUNITY-We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals. RESPONSIBILITY-We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us. Our Market-Leading Training Program: We do not take our success for granted. The firm's culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn't stop there. We support our advisors with continuing education and ongoing professional development throughout their careers. In accordance to the applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $115,000 to $200,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives. For further important information about AllianceBernstein please click here ******************************************************** Stamford, Connecticut

Your role We're looking for an Associate Director, Tech Engineer to: * Create consolidated and reliable security services that implement secure design principles and create best-fit solutions. Lead application security, systems performance and capacity analysis of the project. * Provide solutions to different application teams in the bank that are mission critical. Determine required IT business and security requirements. * Assess the impact of new solutions on existing architectures and manage/eliminate risks related to the proposed solutions. Provide guidance to other team members including engineers and testers to finalize designs, formalize requirements and successfully go live. * Develop responsive high-volume and low-latency applications for mission-critical systems. Define and apply technology related standards, process and governance. * Can work hybrid (In-office/Remote). Qualified Applicants apply through ***************************. Please reference 002010. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI Salary & Work Schedule: $172,827 to $179,000 Per Year, 40 hrs/wk. 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. This notice is being posted in connection with an application for permanent Alien Labor Certification. Any person may comment or provide documentary evidence bearing on this application to: U.S. Department of Labor, Employment and Training Administration, Office of Foreign Labor Certification, 200 Constitution Avenue NW, Room N-5311, Washington, DC 20210. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Education & Experience Requirement * This position requires a Bachelor's degree or foreign equivalent in Computer Engineering, Information Technology, or a related field of study plus five (5) years of experience in the job offered or as an Information Security Engineer, Senior Software Engineer, Senior Consultant, or related occupation. Position requires experience with the following: * HTTP; TLS; REST/SOAP; Cookie Handling * SAML; AUTH; OIDC; WS-Trust * Identity and Access Management products including Transmit Security and SSO * Bash Scripting; Java About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role Do you have an entrepreneurial mindset and are you eager to understand and fulfill our clients' needs? Do you want to play a key role in transforming our firm into an agile organization? At UBS, we re-imagine the way we work, the way we connect with each other - our colleagues, clients and partners - and the way we deliver value. Being agile will make us more responsive, more adaptable, and ultimately more innovative. We're looking for a seasoned digital product manager to take on the responsibilities of Product Owner within an agile scrum team. As Product Owner, you will: * Be the voice of the client within an agile scrum team * Develop a clear product vision, strategy, and roadmap that are aligned to broader strategic goals * Establish and be accountable for Objectives and Key Results (OKRs) for your product * Build out and maintain the product backlog by writing epics and user stories * Set the priority of work for the team * Create new digital capabilities, while ensuring the ongoing maintainability, security, performance, and viability of the product * Steer decisions based on your detailed knowledge of clients' needs, feedback, and analytics * Ensure compliance of the product with risk, security policies, and architecture and technology standards * Support audit requests/activities and be accountable that evidence for adherence/compliance is available and up-to-date In addition to your Product Owner responsibilities within the agile scrum team, we are looking for your product management expertise to: * Understand client and stakeholder needs through research, analysis, and hypothesis testing * Assess and understand the market and competitive landscape * Understand the end-to-end client journey and how your product solves pain points along that journey * Ensure the product is being tested with clients to gain insights and ensure readiness to launch before market entry * Ensure clients have a high quality product experience by performing user acceptance testing (UAT), managing defects, and facilitating timely resolution of production issues * Lead certain agile ceremonies * Foster strong working relationships with stakeholders and ensure stakeholder alignment * Develop launch plans and collaborate with stakeholders on communications, marketing, and training * Coordinate reviews and approvals with legal, risk, compliance, and other control functions * Help with buy vs. build analysis and manage vendor relationships * Track product-specific Key Performance Indicators (KPIs) 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. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * 10+ years of digital product management experience, working on agile scrum teams as a product manager or product owner * Proven success delivering complex, digital products to clients within the financial services industry (e.g. wealth management, banking, or brokerage) * Translation of client needs into technology-driven solutions * Well-versed in tools such as Jira, GitLab, and Confluence * You are client-obsessed * Value a hypothesis-driven approach to finding out exactly what the client needs as opposed to assuming we already know * Use data over opinions and ensure experiments are run to prove value, rather than make assumptions * Focus on client outcomes over output and deliverables * Team player with an enthusiastic and proactive personality * Strong analytical and problem-solving skills * Active listener with effective verbal and written communication skills * Detail-oriented * Follow-through on your commitments * Build networks and partnerships at all levels * Inclusive and respectful of differing opinions and points of view About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.