We are seeking a proactive and detail-oriented leader to serve as a Mutual Funds Core Processing Specialist, responsible for guiding and overseeing the Mutual Fund Operations teams. This role is pivotal in ensuring operational excellence, resolving complex mutual fund and 529-related issues, and managing escalations with precision and care.

Key Responsibilities:
•Lead resolution of complex mutual fund and 529-related client issues, ensuring high-touch service delivery for top-tier advisor teams.
•Manage and triage escalations from advisors and internal stakeholders, driving timely and effective resolution.
•Investigate and resolve breaks and discrepancies, escalating as needed to maintain service continuity.
•Oversee daily reconciliation of mutual fund positions and transactions at both the CUSIP and account level.
•Provide oversight and guidance to offshore teams, ensuring adherence to SLAs, quality standards, and process documentation.
•Facilitate cross-functional communication with operations, technology, and compliance teams to support reconciliation and issue resolution.
•Engage with external parties such as fund companies, custodians, and counterparties to resolve inquiries and exceptions.
•Support audits, internal controls, and process improvement initiatives related to reconciliation and transfer processes.
•Document procedures and contribute to training materials for both onshore and offshore teams.

Detailed salary information:
• Weehawken: the salary range for this role is $90000 to $120000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.