Action-oriented and growth-minded sales and business development executive whose primary guiding principle is to coordinate organizational resources, content, and training to drive revenue and net new money across the Northeast Region.

Responsibilities

• Strategic thinker with the ability to build and manage internal and external relationships.
• Strong communicator who can effectively commercialize themes, content, and implementation ideas to Field Leaders (Market Executives, Market Directors Assistant Market Executives) and Financial Advisors.
• Identify growth opportunities within Markets, Branches, and FA books of business and coordinate action plans with Assistant Market Executives (AME’s) and Internal Consultants to focus appropriate resources to these Markets and FA segments.
• Lead Regional efforts around development and implementation of new client acquisition strategies in partnership with National Sales, STAAT, Workplace Wealth Solutions, and other key stakeholders.
• Assist in the development and execution of sales strategies, product launches and key Firm initiatives.
• Establish a regular communication cadence with the AME’s to drive growth-focused best practices, idea generation, along with education and awareness of the new solutions and sales campaigns.
• Coordinate with National Sales to ensure alignment in messaging and implementation of themes and strategies across regions.
• Assist Field Leaders in recruiting efforts by being a conduit to help deliver the Firm.
• Help drive retention efforts of financial advisors, including developing a structured coaching program and establishing a process to help identify and achieve their growth and productivity needs

Detailed salary information:
• New York: the salary range for this role is $110000 to $157000
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.

Job Reference #

318886BR

City

New York

Job Type

Full Time

Your team

You’ll be working as part of Wealth Management USA, reporting directly to the Northeast Regional Director. You will work closely with our Field Leaders and Financial Advisors. You will be instrumental in helping individuals and families meet their financial goals by working in concert with our Financial Advisors and other key stakeholders who deliver solutions, products and services designed for them. You're responsible for building relationships with the regional staff, Financial Advisors and Field Management while positioning yourself as a key facilitator of business growth

Your expertise

• Over ten years of experience with a leading financial institution.
• Experience working with field leadership teams and financial advisors.
• Strong knowledge in financial markets.
• Series 7, 66 and are willing to get 9/10 within 6 months of your start date.

You are:
• Able to proactively drive sales and business development.
• Skilled at building relationships at all levels and locations of the organization.
• Willing to collaborate with all parts of the firm and grow with your peers, sharing sales best practices and successes to bring everyone to the next level.
• An innovative thinker willing to challenge the status quo in a professional and productive manner.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Salary information

US Only: The expected salary range for this role is $110000 to $157000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.