75% of responsibilities include:
Serve as main point of contact for presentation support for wholesale business, including presentation brand adherence, consistency and messaging; integration of presentations into the central presentation library.
Project manage updates of monthly and quarterly marketing collateral, including presentations, fact sheets, and brochures.
Manage legal review process through: Global AM Legal, WM US Legal and Compliance, WM US Product Principal 24s (Managed Accounts, PACE Select, Mutual Funds), NASD
Support marketing efforts of three marketing managers (who support Private Wealth Solutions, UBS Funds, PACE Select, Institutional Cash, Financial Institutions Group, Value Add Campaigns)
Act as liaison to Internal Sales Desk.
Work with Senior Content Management Specialist in ensuring all web platforms are current and reflect firm’s messaging; serve as back-up web content manager.
Resource for handling rapid requests issues
25% of responsibilities include:
Work on campaign launch materials, road show presentations, new performance materials, etc.
Create promotional marketing materials as needed.
Customization of currently available marketing material for third party purposes and route to third party organizations.
Entry level, with strong internships, preferably in financial services industry and/or marketing
Undergraduate degree required. Marketing/communications focus preferred.
Finance/investment courses and/or internships a plus.
Willingness to learn the financial services/investment industry.
Requires strong computer skills, including knowledge of PowerPoint (expert), Excel and Word.
Strong relationship management, communication attention to detail and organizational skills
Must demonstrate ability to take initiative and work independently, yet demonstrate strong teamwork capabilities.
Must be able to work in a fast paced environment, manage time and priorities under pressure, and meet deadlines.
Willingness to take on additional responsibilities and broaden skill set as role demands.
UBS - 17 months ago
We draw on our 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland....