UBS
Retirement Benefits Consultant, Workplace Wealth Solutions
UBS, Houston, Texas, United States, 77246
Overview
Join to apply for the Retirement Benefits Consultant, Workplace Wealth Solutions role at UBS. Responsibilities
Provide expert sales support to Financial Advisors by leveraging your knowledge of the retirement industry and UBS retirement and financial wellness capabilities and tools Engage with Financial Advisors both remotely and in person to identify WWS opportunities within their current book or through prospecting efforts Educate and promote the value of WWS products to Financial Advisors and the benefits they can provide to their clients Develop sales strategy for the assigned territory to achieve WWS goals and coordinate with field management to host regional, market and branch level meetings Partner with key recordkeeping and investment firms to support Financial Advisors as well as support Retirement Plan Consultants with partnering opportunities, sales presentations and RFPs to help close business in an effective and efficient manner Work with non-specialist Financial Advisors on WWS opportunities and support them through the sales journey, including discovery, product alignment and final presentations Conduct proactive outreach in support of strategic business priorities and other initiatives as well as track all activity leveraging a 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 It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law should be subject to criminal penalties and civil liability. Salary
Detailed salary information: San Francisco, New York, Denver, Chicago: the salary range for this role is $157,000 to $205,000 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. Your team
Youll be joining the Workplace Wealth Solutions Sales Team. This team is focused on driving retirement and financial wellness sales and retention. Your expertise
Bachelor's degree in business or equivalent experience Ideally, 4+ years of experience supporting institutional clients and/or Financial Advisors detailed knowledge of retirement plans, including 401(k) plans 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 communication and presentation skills strong problem solving skills and ability to travel 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 as well as curious and passionate striving for constant improvement committed to driving value for clients and effectively manage client expectations About Us
UBS is the worlds 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. Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. Were 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. Thats why collaboration is at the heart of everything we do. Because together, were more than ourselves. Were 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. Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback. Salary Information
US Only: The expected salary range for this role is $157,000 to $205,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your overview section for detailed salary information. Seniority level
Not Applicable Employment type
Full-time Job function
Sales and Business Development Industries: Banking, Financial Services, and Investment Banking
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Join to apply for the Retirement Benefits Consultant, Workplace Wealth Solutions role at UBS. Responsibilities
Provide expert sales support to Financial Advisors by leveraging your knowledge of the retirement industry and UBS retirement and financial wellness capabilities and tools Engage with Financial Advisors both remotely and in person to identify WWS opportunities within their current book or through prospecting efforts Educate and promote the value of WWS products to Financial Advisors and the benefits they can provide to their clients Develop sales strategy for the assigned territory to achieve WWS goals and coordinate with field management to host regional, market and branch level meetings Partner with key recordkeeping and investment firms to support Financial Advisors as well as support Retirement Plan Consultants with partnering opportunities, sales presentations and RFPs to help close business in an effective and efficient manner Work with non-specialist Financial Advisors on WWS opportunities and support them through the sales journey, including discovery, product alignment and final presentations Conduct proactive outreach in support of strategic business priorities and other initiatives as well as track all activity leveraging a 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 It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law should be subject to criminal penalties and civil liability. Salary
Detailed salary information: San Francisco, New York, Denver, Chicago: the salary range for this role is $157,000 to $205,000 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. Your team
Youll be joining the Workplace Wealth Solutions Sales Team. This team is focused on driving retirement and financial wellness sales and retention. Your expertise
Bachelor's degree in business or equivalent experience Ideally, 4+ years of experience supporting institutional clients and/or Financial Advisors detailed knowledge of retirement plans, including 401(k) plans 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 communication and presentation skills strong problem solving skills and ability to travel 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 as well as curious and passionate striving for constant improvement committed to driving value for clients and effectively manage client expectations About Us
UBS is the worlds 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. Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. Were 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. Thats why collaboration is at the heart of everything we do. Because together, were more than ourselves. Were 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. Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback. Salary Information
US Only: The expected salary range for this role is $157,000 to $205,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your overview section for detailed salary information. Seniority level
Not Applicable Employment type
Full-time Job function
Sales and Business Development Industries: Banking, Financial Services, and Investment Banking
#J-18808-Ljbffr