Financial Planning Platform Manager

At UBS, we believe in empowering our clients to make informed financial decisions and achieve their long-term goals. As a Financial Planning Platform Manager, you will play a critical role in driving the success of our financial planning platform, which serves as a key tool for our advisors to deliver personalized and comprehensive financial planning solutions to our clients. We are seeking a highly motivated and experienced professional who is passionate about technology and financial planning, and possesses strong leadership and project management skills. If you are looking for a challenging and rewarding opportunity to make a meaningful impact in the financial services industry, we invite you to join our team at UBS.

1. Oversee and manage the development, implementation, and maintenance of UBS's financial planning platform.
2. Collaborate with cross-functional teams to ensure the platform meets the needs of our clients and advisors.
3. Provide strategic direction and guidance on the platform's features, functionality, and user experience.
4. Conduct market research and stay updated on industry trends to continuously improve the platform.
5. Develop and maintain relationships with key stakeholders, including advisors, clients, and technology vendors.
6. Monitor and analyze platform performance, usage, and user feedback to identify areas for improvement.
7. Lead and manage a team of developers, testers, and business analysts responsible for the platform's development and maintenance.
8. Develop and maintain project plans, timelines, and budgets for platform enhancements and upgrades.
9. Ensure compliance with regulatory requirements and industry standards for financial planning tools.
10. Train and educate advisors on the platform's features and functionality to maximize their use and effectiveness.
11. Continuously assess and improve the platform's security, reliability, and scalability.
12. Represent UBS in industry events and conferences to showcase the platform and its capabilities.
13. Collaborate with other departments, such as marketing and sales, to promote the platform and increase adoption among clients and advisors.
14. Stay updated on advancements in financial planning technology and make recommendations for incorporating new tools and features into the platform.
15. Foster a culture of innovation and continuous improvement within the financial planning platform team at UBS.

According to JobzMall, the average salary range for a Financial Planning Platform Manager in New Jersey, USA is between $90,000 and $150,000 per year. This may vary depending on the specific company, experience level, and job responsibilities.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.