Do you have a passion for the retirement plan business? Can you build collaborative relationships with Financial Advisors to provide solutions based on client needs? Are you effective at not only providing expert sales and product support but also identifying new business opportunities? We're looking for someone with these qualities who can:

• thrive on a team of home office-based, regionally aligned Retirement Plan Sales Specialists who provide expert sales support to Financial Advisors by leveraging your knowledge of the retirement industry and UBS retirement and financial wellness capabilities and tools
• respond to inquiries from Financial Advisors requesting support on client opportunities, UBS retirement services, recordkeeper capabilities and other retirement plan or financial wellness items
• proactively identify new sales or client deepening opportunities as you deliver support
• support Retirement Plan Consultants with partnering opportunities, sales presentations and RFPs to help close business in an effective and efficient manner
• deliver presentations to educate leadership and Financial Advisors on retirement opportunities and UBS capabilities as well as conduct proactive outreach in support of strategic business priorities and other initiatives
• execute sales tactics aligned with strategic business priorities; leverage firm and industry resources to identify sales opportunities, conduct proactive outreach in areas of greatest opportunity, and implement Financial Advisor book reviews
• participate in prospect/client meetings to help close new plan business or deepen client relationships through additional services
• track all activity leveraging sales CRM and other tools; participate in periodic business meetings to communicate impact and success stories
• collaborate effectively with retirement and financial wellness program management teams; provide feedback to program management and communicate accurate program information to Financial Advisors; provide feedback on program development initiatives, sales communications and marketing materials
• participate in education sessions with recordkeepers and other industry providers to deepen knowledge and identify ways to increase sales

Detailed salary information:
• Weehawken: the salary range for this role is $157000 to $205000.
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 #

319903BR

City

Weehawken

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You’ll be joining the Workplace Wealth Solutions sales team in Weehawken, NJ. This team is focused on driving retirement and financial wellness sales and retention.

Your expertise

• Bachelor's degree in business or equivalent experience
• ideally 2+ years of experience supporting institutional clients and/or Financial Advisors
• detailed knowledge of retirement plans, including 401(k) plans as well as good understanding of retirement consulting services, recordkeeping and other services providers
• specific knowledge of investment products including mutual Funds, CITs, and separate accounts
• excellent verbal and written communications skills as well as strong problem solving skills
• CRPS or other industry designation a plus
• Series 7 and 66 licensed (or 63 and 65)
• strategic thinker able to understand and prioritize client needs and committed to driving value for clients and effectively managing client expectations
• curious and passionate and strive for constant improvement and a strong communicator with compelling presentation skills

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 $157000 to $205000 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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.