Head of Workplace Participant Services, Workplace Wealth Solutions
About The Position
Are you a strategic operator with a passion for execution and innovation? As Head of Workplace Participant Services, you'll play a pivotal role in shaping and delivering the Workplace Wealth Solutions (WWS) participant engagement, education and wealth management strategy. You are responsible for driving new business growth by identifying and qualifying potential wealth management opportunities and developing strategic channels through employer-based programs. This role requires a proactive and strategic mindset to build a robust pipeline through direct outreach and scalable workplace partnerships. You'll translate our ambition-being UBS's largest wealth management lead generator-into tangible product and operational outcomes. You'll lead with purpose, drive cross-functional collaboration and ensure our delivery is both scalable and client-centric.
Requirements
- ideally 10+ years experience in operations, product management or program delivery, with leadership experience
- proven success in scaling operations and delivering on complex initiatives
- strong change management capabilities
- exceptional communication and stakeholder engagement skills
- ability to collaborate w/ key partners including technology, marketing and data teams to deliver an impactful participant experience
Nice To Haves
- experience in financial services, fintech or enterprise SaaS is a plus
- comfortable with tools like Jira, Confluence, Asana, or similar
- MBA or equivalent advanced degree preferred
Responsibilities
- partner with the Head of WWS and senior leadership to define and execute our participant strategy
- lead planning, budgeting and performance tracking across initiatives
- champion operational excellence and scalable growth
- define product vision and strategy in collaboration with key stakeholders
- align product roadmaps with business goals and success metrics
- effectively communicate value delivered for benefit of participants to corporate clients
- oversee strategic project delivery from planning through execution
- implement frameworks that promote transparency, accountability and timely delivery
- manage cross-functional teams and facilitate communication across business, technology and external partners
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
