UBS

Planning Specialist

UBS

Ohio, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Attention all strategic thinkers and organizational gurus! Are you looking for a role where you can utilize your planning expertise to drive business success? Look no further than UBS as we are seeking a highly skilled Planning Specialist to join our dynamic team. As a Planning Specialist, you will play a critical role in developing and implementing efficient and effective strategies for our organization. We are looking for a motivated and detail-oriented individual with a strong track record of success in planning and project management. If you are ready to take your career to the next level and make a meaningful impact, we want to hear from you! Keep reading to learn more about our exciting opportunity.

  1. Develop and implement strategic plans to drive business success for the organization.
  2. Create and maintain project plans and timelines to ensure timely and efficient execution of strategies.
  3. Collaborate with cross-functional teams to gather information and insights to inform planning processes.
  4. Analyze data and trends to identify areas for improvement and make data-driven recommendations for strategic initiatives.
  5. Monitor progress and performance against established plans and make adjustments as needed.
  6. Communicate and present planning strategies and updates to stakeholders and senior leadership.
  7. Identify potential risks and roadblocks to successful execution of plans and develop contingency plans to mitigate these risks.
  8. Stay updated on industry trends and best practices in strategic planning and project management.
  9. Foster a culture of continuous improvement by regularly evaluating and refining planning processes.
  10. Work closely with other team members to ensure alignment and integration of planning efforts across the organization.
  11. Act as a subject matter expert on planning processes and provide guidance and support to other team members as needed.
  12. Develop and maintain strong relationships with internal and external stakeholders to ensure successful implementation of plans.
  13. Adhere to all company policies and procedures while carrying out planning responsibilities.
  14. Take ownership of assigned projects and see them through from conception to completion.
  15. Continuously seek opportunities to improve planning processes and drive efficiencies within the organization.
  16. Represent the organization in a professional and positive manner at all times.
Where is this job?
This job is located at Ohio, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Excellent Analytical And Problem-Solving Skills.

  • Strong Knowledge Of Financial Products And Investment Strategies.

  • Minimum Of 3-5 Years Of Experience In Financial Planning Or Wealth Management.

  • Excellent Communication And Interpersonal Skills, With The Ability To Effectively Collaborate With Clients And Colleagues.

Required Skills
  • Budgeting

  • Financial Analysis

  • Strategic Planning

  • Communication Skills

  • Project Management

  • Data Analysis

  • Market Research

  • Forecasting

  • Portfolio Management

  • Risk assessment

  • Asset allocation

  • Investment planning

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Planning Specialist in Ohio, USA is between $48,000 and $85,000 per year. This may vary depending on factors such as experience, education, and specific job duties.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeJune 9th, 2026
This job posting is from a verified source. 
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About UBS

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.

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