Are you passionate about sales and driving strategy? DO you thrive in a fast-paced environment? We are looking for someone like you who can:

• ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients; the UBS Wealth Advice Center's 300+ Financial Advisors serve ~200,000 clients with aggregate assets of ~$20Bn
• develop and implement data-driven plans to achieve revenue targets
• analyze market trends, customer behaviors, and financial metrics to identify growth opportunities and optimize sales processes
• collaborate with internal teams to align strategies with overall business goals
• be held accountable for driving and executing various business initiatives that are in line with the WAC’s growth plan
• work with the Leadership team and Financial Advisors to drive a high-performance growth culture
• consistently seek and apply feedback to refine skills and ensure ongoing growth
• promote a culture of excellence

Detailed salary information:
• Weehawken: the salary range for this role is $85000 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 #

322780BR

City

Weehawken

Job Type

Full Time

Your team

The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.

Our team currently serves over 200,000 clients. Our clients are served over the phone by a team of more than 400+ professionals including both Financial Advisors and Client Service Associates who work individually with clients to understand their needs and assist them in achieving their goals.

As a Sales Strategist, you will work closely with the leadership team to craft and support sales initiatives and strategies aligned to revenue growth and the client experience.

Your expertise

• proven success in a sales or client focused role
• ability to analyze financial data, market trends, and sales metrics to make informed decisions
• capacity to develop long term sales strategies aligned with business goals and willingness to learn and grow with an openness to feedback and continuous improvement
• strong desire to build relationships enhancing an established culture
• familiarity with CRM tools, data analysis software, and other sales technology
• undergraduate degree
• known for driving results and inspiring others to achieve their best
• highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines as well as able to manage your time well and handle a large workload in a fast-paced environment
• natural problem-solver who collaborates seamlessly with individuals and teams
• proficient with Microsoft Suite Applications, including Outlook, Word & Excel
• exhibit self-confidence and composure in high-pressure situations as well as demonstrate a proactive mindset and a strong drive to succeed
• exceptional communicator, both verbally and in writing, with excellent listening 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 $85000 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.

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.