Melanie Selwyn

Experience

1. Director, Investment Product Solutions - Mutual Fund Services

   UBS

   Oct 2015 — Present · Weehawken, NJ, US

   Increased net new money with $900M assets in money market funds across advisory platform in 2022\\\\n Increased 29% assets under management, year over year for 2022 across both domestic and offshore mutual funds with initiative to renegotiate existing agreements to ensure UBSFS retains a strong competitive position regarding financial adviser choice and industry standing. Draft ad-hoc agreements or amendments as needed\\\\n Perform due diligence research utilizing Mercer reports and coordinate onboarding process for adding new funds to the retail and advisory platforms\\\\n Conduct periodic review of available domestic and offshore funds on the platform and evaluate each for performance or lack thereof for potential removal from the shelf\\\\n Maintain oversight of distribution service support (revenue sharing) and recordkeeping (level 3 and omnibus) payments from mutual fund companies with products on the WMA platform. Reconcile revenue share payments from Money Market Fund Partners on a monthly basis and research any variance to same\\\\n Respond to invoice inquiries from fund companies (dispute resolution, general invoicing questions, calculation of fees, etc.)\\\\n Coordinate with the regulatory counsel, internal auditors, compliance department and the business unit in defining any immediate risks and develop action plan to remediate findings\\\\n Liaise with Operations, Legal, Risk, Technology, and Sales and Marketing on various issues relating to the platform offering\\\\n Supervise, train, and assist offshore team\\\\n Liaise with external and internal auditors to conduct regulatory reviews (i.e, KPCs, SOX, SOC1, FICCA) and perform annual audit reviews of internal billing systems\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n