The Checking and Savings Client and Field Incentives Specialist will be part of the Deposits business team within UBS Wealth Management Banking Group assisting in overseeing deposits and money movement related to build and execution of UBS Bank USA (BUSA) Checking and Savings Accounts and UBS Financial Services Inc. Cash Management accounts.

Key competencies and responsibilities include:

• assist the team in developing incentive design for clients and field including Advisors and Bankers balancing the need to be competitive vs regulatory and risk requirements and financial business case
• partner with internal teams to conduct market research for assigned products and services to have an accurate and complete picture of the competitive landscape that can then be helpful to enhance UBS product features and business cases.
• assist the team in influencing incentive ideas and execution, be aware of competitive trends and financial and client impact and regularly help present findings and trends to management
• assist the team on critical build the bank related projects as needed
• assist the team in representing the deposits business as an SME and actively participate in designing and build out of solutions, including requirements, testing and managing rollouts to clients and the field; focused on internal channels as well as client facing channels
• assist in front office communication and training on deposit products / features
• partner with internal business partners (Legal, Compliance, Marketing, Risk, IT etc.) on regulatory items and product builds and enhancements
• ensure buildout of effective risk management framework and process for all builds within the Bank, including policies, procedures and controls
• assist in designing / documenting an end-to-end comprehensive operating model across deposit products
• generate high-quality work with attention to detail
• demonstrate:
o subject matter expertise in wealth management products, particularly bank deposits.
o partnering and relationship building capabilities with the front office teams.
o ability to partner with large cross-sectional teams.
o proficiency with Microsoft Office applications with a specific focus on Excel and PowerPoint
o strong problem-solving skills

Detailed salary information:
• Weehawken: the salary range for this role is $140000 to $180000
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 #

326798BR

City

Weehawken

Job Type

Full Time

Your team

As part of the Deposits team, you will be a member of a small cohesive group that drives GWM Banking Americas deposits strategies and leads end-to-end buildout of product solutions for UBS Bank USA (BUSA) Checking and Savings accounts. You will play a key role in building the bank and developing new retail banking solutions for clients of WM USA.

Your expertise

• education – a university degree, MBA and/or at least 10 years of experience
• 5+ years of retail banking focused on wealth client banking services, savings & deposits products
• commercial Banking, or Private Banking knowledge preferred
• relevant product knowledge and experience in a Bank preferred
• proven track record working within an organization providing banking services to HNW/UHNW clients preferred
• excellent understanding of financials and trade-offs related to incentives
• works well with data analytics to drive decisions
• strong leadership, execution and collaboration skills
• experience operating in a regulated bank and brokerage environment
• prepared communications of internal and external sales and marketing materials related to banking
• familiarity with the structure of wealth management, either here or at a comparable institution
• series 7 is a plus

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 $140000 to $180000 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.