Search for Digital Specialist roles in Cincinnati, OH, focusing on Wealth Management or Private Wealth, with 5+ years of experience, and a full-time job mode.

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Digital Specialist

Cincinnati, OH

Wealth Management

5 years + Experience

Full Time

Can you help me to analyze the job description and company culture?

Sure. Here's the analysis:

Job Analysis:

The role of Digital Specialist, Client Experience Delivery at UBS is fundamentally centered on enhancing the operational efficiency and business growth of Financial Advisors (FAs) by maximizing their use of various digital tools and technologies. The core responsibility is to partner with market executives and management teams, tailoring training and support to drive the adoption of these digital platforms among FAs and ultimately facilitating a better client experience. This requires the candidate to possess a combination of robust industry knowledge, particularly in wealth management, as well as proficiency with specific digital tools like the ACE Workstation and CRM systems. Daily challenges may include overcoming resistance to change among FAs, customizing training based on varied user experiences, and navigating between different stakeholder needs—both in the field and within the corporate structure. Success in this role is likely to be reflected through increased digital tool adoption rates, positive feedback from FAs, and enhancements in client engagement metrics in the first 6–12 months.

Company Analysis:

UBS operates as the world's largest global wealth manager and strategically positions itself across various financial services sectors. Its expansive footprint in over 50 countries allows it to leverage a diverse array of expertise to cater to unique client needs. The company's emphasis on continuous learning and innovation suggests a culture that values agility and adaptability, qualities that will be crucial for a Digital Specialist who must stay ahead of digital trends and effectively communicate them to FAs. Collaboration is fundamental at UBS, which indicates that success in this role will greatly benefit from strong interpersonal skills and a team-oriented mindset. The Digital Specialist will likely interact with multiple levels of the organization and contribute to both team objectives and broader company goals, particularly relating to organic growth and customer experience improvement. The role is aimed at driving user engagement with UBS's digital assets, aligning with the company’s strategic focus on enhancing wealth management through technology-driven solutions.

Mock up some interview questions based on the job description.

Absolutely. Here are some mock interview questions that could come up:

Can you provide an example of how you've successfully driven the adoption of digital tools in a previous role? What strategies did you use?
Describe a situation where you had to train a diverse group of individuals on a new system or technology. How did you ensure that the training was effective?
Tell me about a time when you encountered resistance from users regarding new technology. How did you address their concerns?
How do you prioritize multiple projects while working with various stakeholders, especially in a fast-paced environment?
What methodologies do you employ when customizing training approaches for different users? Can you give a specific example?
How would you evaluate the effectiveness of a digital tool once it has been implemented for Financial Advisors?
Imagine you have rolled out a new digital tool and the adoption rates are lower than expected. What steps would you take to investigate and remedy the situation?
In the context of supporting Financial Advisors, how would you assess their digital needs effectively?
What interests you most about working for UBS and specifically in this role of Digital Specialist?
How do you believe your previous experiences align with UBS's mission to provide exceptional client service through innovative solutions?
Can you tell us about your experiences working collaboratively within a team? How do you ensure clear communication?
What are the key performance indicators you believe are crucial for measuring success in the Client Experience Delivery team?
How do you keep yourself updated on the latest trends in digital tools and technologies relevant to the finance industry?
What questions do you have about UBS’s approach to digital transformation and how the Digital Specialist role fits into that vision?
What opportunities for professional growth do you see for yourself within UBS, particularly in relation to this role?

Job Details

Overview Company

Digital Specialist

UBS

3 days ago

Highlight

OnsiteFull-time5+ yearsMid

Summary

UBS is seeking a Digital Specialist, Client Experience Delivery to join their team in Cincinnati, OH. The role involves supporting financial advisors by maximizing the use of digital tools and technology to grow and run their businesses.

About the Role

As a Digital Specialist, Client Experience Delivery, you will partner closely with market management teams and the Client Service Center to support key digital and technology initiatives. You will execute strategy by customizing training approaches to leverage digital tools, drive awareness and adoption of digital tools, and act as a liaison between field personnel and systems development teams. You will also support onboarding recruits to ensure timely access to technology platforms.

About You

Required:

5+ years of industry experience, preferably in Wealth Management or Private Wealth.
2+ years of branch office or training experience.
Bachelor's degree or equivalent work experience.
Experience with and functional knowledge of the ACE Workstation and advisor digital tools.
Knowledge of PC, Windows operating system, and Microsoft Office software.
Self-motivated with the ability to work autonomously, set priorities, and manage deadlines.
Adept with digital/technology and comfortable teaching technical concepts.
Methodical, concise, and accurate work style with strong attention to detail.
Enthusiastic, positive, polished, poised, and professional.
Collaborative team member with analytical, problem-solving, communication, and interpersonal skills.
Ability to travel within the market throughout the year.

UBS

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.

UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.

With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*

Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

Cincinnati, OH