Lead Associate, Core Client Info

Lead Associate, Core Client Info Description Description:The Lead Associate of Core Client Info will manage and maintain the Client Information applications on Online Services, the operating platform of end clients. The role will interface with the end clients, sales force, outside vendors, IT, ITI, Quality Assurance, Education/Development, support organizations and Rollout Services to define the concept, scope, and business requirements to ensure the execution of key milestones related to projects supporting this application. In addition, the role will interact with other business units and analysts to support the integration of other components onto our workbenches.Duties:- Maintain and manage all phases of Client Accounts Information development: research, proposal, design, requirements definition, development, QA, Pilot, GA.- Research and understand the business needs of UBS Financial Advisors and end clients to conceptualize, design, and implement technology solutions with the technology group to- Research, prioritize, and document end-user needs in Business Requirements Documents. - Assist in creating business strategies that drive the Client accounts information suite of applications in a direction parallel to the overall goals and objectives of the firm- Acquire subject matter expertise on other components of the ConsultWorks Core Functionality group and participate in design, requirements creation, development, and management of relevant projects- Participate in status meetings with IT to review development issues and progress. - Provide regular updates on progress and issues. - Be an active participant in the QA cycle and contribute towards business decisions on priority and resolution. - Participate in the development of marketing and training strategies and materials with E&D, Marketing, and other groups - Partner with other business areas (i.e. Platform group, Bookeeping, Margin, Pricing, Statements, Portfolio Performance, Operations, Products & Services, etc.) on current and planned initiatives.- Evaluate, recommend and interface with vendor application providers.- Manage and prioritize enhancements for future releases- Work on ad-hoc projects that involve club level FAs, Clients, and home office to drive assets and productivity growth.- Engage in level II and above production support to research and resolve complex client issues involving holdings, balances, market data, and accuracy-related problems.Qualifications:- Experience in designing and implementing integrated Client accounts information applications and systems for financial services firms and thorough understanding of the supporting technologies and issues- Experience with interfacing with vendors- Understanding of Financial Advisor and end clients business workflows and how client accounts data is utilized in the wealth management business- Minimum of 3-5 years related industry experience. - Business knowledge of the technology and the supporting infrastructure- Understanding of how the relevant technologies such as Java, COBOL, mainframe, http, are used- Formalized project management skills and business requirements writing experience with attention to detail critical.- Experience with implementing projects for large institutions, on time and within budget- Must be self starting, disciplined, and must meet deadlines- Must have superior communications skills and be able to build relationships right across the organization - Familiarity with the application development lifecycle- Must be adept at working with end clients and Financial Advisor Teams, product areas, and other business partners in a highly professional, partnering, organized and effective manner, to interpret their needs and desires, and to be able to problem solve.Salary/Benefits: Salary commensurate with experienceWe can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth.Job Location: Weehawken (Home Office), GAJob Number: RUSAUBS207-608768Company URL: http://www.ubs.com/Company Profile:UBS is a leading global financial services firm. Global Wealth Management & Business Banking offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. We are the world's leading wealth management business, Switzerlands leading retail and commercial bank, and one of the biggest private client businesses in the USA. By combining your talent with our strength, we can achieve great results. Contact Details 41558BR           http://www.ubs.com/