Fiscal Year

2023

Case Number

A-22129-52261

Case Status

Certified

Received Date

2022-05-13

Decision Date

2023-02-28

Refile

N

Original File Date

2023-01-01 08:04:19

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

UBS FINANCIAL SERVICES INC.

Employer Name Slug

ubs-financial-services-inc

Employer Address 1

1000 HARBOR BOULEVARD

Employer Address 2

Employer City

WEEHAWKEN

Employer City Slug

weehawken

Employer State

NEW JERSEY

Employer State Slug

new-jersey

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

7086

Employer Phone

201-352-3000

Employer Number of Employees

20000

Employer Year Commenced Business

1862

NAICS Code

523110

FW Ownership Interest

N

Employer Contact Name

Sally Castro

Employer Contact Address 1

600 Washington Blvd

Employer Contact Address 2

9th Floor

Employer Contact City

Stamford

Employer Contact State/Province

CONNECTICUT

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

6901

Employer Contact Phone

203-719-0392

Employer Contact Email

sally.castro@ubs.com

Agent Attorney Name

Brian D Bumgardner

Agent Attorney Firm Name

Ogletree, Deakins, Nash, Smoak Stewart, P.C.

Agent Attorney Phone

919-787-9700

Agent Attorney Address 1

P.O. Box 31608

Agent Attorney Address 2

Agent Attorney City

Raleigh

Agent Attorney State/Province

NORTH CAROLINA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

27622

Agent Attorney Email

brian.bumgardner@ogletreedeakins.com

PW Track Number

P10021218507213

PW SOC Code

11-3031

PW SOC Title

Financial Managers

PW Skill Level

N/A

PW Wage

126667.00

PW Unit of Pay

Year

PW Wage Source

Other

PW Determination Date

2022-03-08

PW Expiration Date

2022-06-30

Wage Offer From

190000.00

Wage Offer To

0.00

Average Salary

190000.00

Wage Unit of Pay

Year

Worksite Address 1

1000 Harbor Boulevard

Worksite Address 2

Worksite City

Weehawken

Worksite City Slug

weehawken

Worksite State

NEW JERSEY

Worksite Postal Code

7086

Job Title

Director, WMAP Advisory Billing Specialist

Job Title Slug

director-wmap-advisory-billing-specialist

Minimum Education

Bachelor's

Major Field of Study

Business Administration

Required Training

N

Required Experience

Y

Required Experience Months

60

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance or a related field of study

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

60

Accept Alternative Job Title

Billing Specialist, Quality Control Lead, Associate, or a related occupation

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Bachelors degree or foreign equivalent in Business Administration, Finance, or a related field of study and five 5 years of experience in the job offered or as a Billing Specialist, Quality Control Lead, Associate, or a related occupation. Position requires 5 years of product and platform management experience with an understanding of workplace business, corporate and retail clients need. Position also requires experience in the following Advisory solutions, including firm, advisor and client discretionary products; Endtoend Advisory lifecycle including prospecting, proposals, enrollment and maintenance, portfolio construction and portfolio management; Wealth management fee billing systems; Subject matter expertise of advisory billing methodologies, alternative approaches to align fee billing calculations with specific account activities including enrollment, maintenance and portfolio changes; Leading the design of billing methodologies for sleeves within a Unified Managed Account and ultimately a Unified Managed Household; Prototyping tools to create interactive demonstrations of new product capabilities; Fluency in emergent technologies and how to apply them pragmatically to different business challenges; Managing staff vendors, in the capacity of matrix project manager delivery manager; Driving change across an organization and influence key stakeholders; The entire Advisory lifecycle including prospecting, proposals, enrollment and maintenance, portfolio construction and portfolio management understand Advisory solutions, including firm, advisor and client discretionary products.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2022-03-09

SWA Job Order End Date

2022-04-08

Sunday Edition Newspaper

Y

First Newspaper Name

The StarLedger

First Advertisement Start Date

2022-03-27

Second Newspaper Ad Name

The StarLedger

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-04-03

Employer Website From Date

2022-03-11

Employer Website To Date

2022-03-24

Professional Organization Ad From Date

2023-01-01 08:04:19

Professional Organization Advertisement To Date

2023-01-01 08:04:19

Job Search Website From Date

2022-03-27

Job Search Website To Date

2022-04-03

Employee Referral Program From Date

2022-03-11

Employee Referral Program To Date

2022-03-24

Local Ethnic Paper From Date

2023-01-01 08:04:19

Local Ethnic Paper To Date

2023-01-01 08:04:19

Radio/TV Ad From Date

2023-01-01 08:04:19

Radio/TV Ad To Date

2023-01-01 08:04:19

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

INDIA

Foreign Worker Birth Country

INDIA

Class of Admission

H-4

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2015

Foreign Worker Institution of Education

CARNEGIE MELLON UNIVERSITY

Foreign Worker Education Institution Address 1

5000 FORBES AVE

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

PITTSBURGH

Foreign Worker Education Institution State/Province

PA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

15213

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Brian D Bumgardner

Preparer Title

Attorney

Preparer Email

brian.bumgardner@ogletreedeakins.com

Employer Information Declaration Name

Thomas Prugno

Employer Information Declaration Title

Executive Director