Do stories about entrepreneurs and business owners captivate you? Are you interested in working with Financial Advisors to support their focus on high opportunity client segments? Do you want to help their business owner clients as they build, grow & sell their companies? Are you able to collaborate with field leaders and advisors across an organization with fast-paced demands? If you are interested in using your own entrepreneurial drive and spirit to offer thought leadership and creative solutions for the unique challenges facing FAs working with business owners, you may be an ideal person to join our team.

We are looking for someone like you to:
• support a market-leading sales and development strategy based on delivering financial solutions that address the unique needs of the business owner and entrepreneur strategic client segment
• problem solve with Financial Advisors and their business owner clients and prospects to build, grow and ultimately exit successful businesses
• own the project management and execution of strategic business owner initiatives, often in collaboration with other business areas across the firm – drive a robust content development plan that includes events, articles, letters, pitch books, and other multimedia (i.e., podcasts, videos, etc.) to help Financial Advisors engage with clients, prospects and other centers of influence in the entrepreneur space
• collaborate with internal business partners and external vendors to develop a thoughtful, holistic and integrated plan that delivers consultation, thought leadership, tools, products and/or events and other content to Financial Advisors and their business owner clients and prospects
• coordinate with field partners, management teams and Financial Advisors to drive engagement and success
perform market and client need analysis

Detailed salary information:
• New Jersey: 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.

Job Reference #

319117BR

City

Weehawken

Job Type

Full Time

Your team

You will be working with our GWM US National Sales team. This team acts as trusted advisor to our Field Leaders and Financial Advisors. We will drive our priorities by mobilizing around critical partners to leverage resources, thought leadership, best practices and key resources.

Your expertise

• a university degree with ideally 4+ years of related work and experience
• experience with business owners and entrepreneurs a plus (in fields such as exit planning, startups, management consulting, finance and tax, business law, M&A, or business product solutions)
• poise, confidence and a strong service mentality
• FINRA license for Series 7 or the ability to earn licenses upon start
• deep interest in partnering with Financial Advisors and collaborating with business areas
• a broad understanding of wealth management including insight to Financial Advisors' business models and client needs/accounts
• strong communication, project management and interpersonal skills
• experience in collaborating cross-divisionally to tailor holistic financial solutions
• tremendous humility and do not consider any work “beneath you.”
• a true team player who understands our team “rises and falls” together

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 $90000 to $120000 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.