Are you interested in understanding Millennials’ behavior, including their investment preferences, saving habits, and spending patterns, and how and when the Rising Gen engages in all aspects of their financial lives? Are you able to collaborate with field leaders and Financial Advisors to share segment strategy and resources and drive engagement and success? We are looking for someone like you to:

• lead our Rising Gen client segment focused on delivering the latest financial education and solutions to the target client focus (~18-35 years old)
• develop and execute innovative marketing and content strategies that resonate with the next generation of existing clients and new prospects, aligning with the firm’s broader goals in client engagement and education
• partner closely with Advisors and their teams to deliver actionable insights, tools, and campaigns that drive business development and deepen relationships with emerging client segments
• execute and evolve the current business plan and identify new opportunities to best serve clients and position UBS in the marketplace
• develop timely financial content in compelling formats and partner with internal teams to publish and distribute across online channels and continuously track, measure impact and report on results of content created
• identify new client/prospect experiences and programs to help our financial advisors attract, retain and deepen client relationships

Detailed salary information:
• Weehawken: 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 #

322072BR

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

• broad understanding of wealth management including insight into Financial Advisors’ business models and client needs/accounts
• strong writing skills and ability to produce content on an ongoing basis as well as oversee critical projects and manage the full project cycle from start to finish
• experience developing event content and executing online and in-person business building client experiences/programs
• ability to develop presentations, executive summaries and more for senior-level reporting
• deep interest in partnering with Financial Advisors and collaborating with our broader National Sales distribution team
• commitment to doing things the right way as a team, with a priority of treating people well
• Series 7 & 66
• Bachelor’s Degree and ideally, 3+ years of work experience, preferably in marketing strategy, digital marketing, social media, content creation and project management roles for financial services
• Microsoft Office 365 experience

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.