UBS
Overview
Job Reference # 319114BR Location: Baltimore, Conshohocken, Hunt Valley, Mt. Laurel, Newtown, Philadelphia, Princeton, Washington Job Type: Full Time Your role
We’re looking for someone to identify key strategies to develop and grow sales, with a proven track record developing relationships. You will help our Financial Advisors and Field Leaders understand clients’ needs and business opportunities. You will: increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources host daily Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines; support book segmentation and reviews to bolster client acquisition and retention efforts understand and distribute ideas and advice on product areas such as Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, and Annuities prepare sales materials (presentations, campaign content, product updates) and coordinate Advisor/Field Leader meetings, attending as needed handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria Salary information
Washington, Princeton, Mt. Laurel, Hunt Valley, Baltimore: the salary range for this role is $120000 to $160000. The role may be eligible for discretionary incentive compensation. For benefits information, please visit uds.com/usbenefits. Your Career Comeback
We are open to applications from career returners. Find out more about our program on uds.com/careercomeback. Your team
You will be part of the GWM US National Sales team, reporting to Head, Business Development based in Weehawken, NJ. This team acts as trusted advisor to our Field Leaders and Financial Advisors. You will be based in either Philadelphia, Washington, DC, or Baltimore, MD, supporting Advisors in Philadelphia, Washington DC, Mount Laurel, NJ, Baltimore, Conshohocken, Princeton, Hunt Valley, Newtown, and other locations. Your expertise
self-motivated and passionate about the client experience, with solid presentation skills proactive, critical thinker with a collaborative personality strong planner focused on organization and details, with the ability to deliver against tight deadlines strong understanding of the wealth management business the National Sales team is geographically diverse with a concentration of tri-state area-based employees Series 7/66 or 7/63/65 required role may require travel to different local branch offices About us
UBS is a global wealth manager with four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. We have a presence in all major financial centers in more than 50 countries. Join us
We’re committed to disability inclusion and provide reasonable accommodation throughout our recruitment process. For more information, please contact us. UBS is an Equal Opportunity Employer. We respect and empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Job Reference # 319114BR Location: Baltimore, Conshohocken, Hunt Valley, Mt. Laurel, Newtown, Philadelphia, Princeton, Washington Job Type: Full Time Your role
We’re looking for someone to identify key strategies to develop and grow sales, with a proven track record developing relationships. You will help our Financial Advisors and Field Leaders understand clients’ needs and business opportunities. You will: increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources host daily Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines; support book segmentation and reviews to bolster client acquisition and retention efforts understand and distribute ideas and advice on product areas such as Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, and Annuities prepare sales materials (presentations, campaign content, product updates) and coordinate Advisor/Field Leader meetings, attending as needed handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria Salary information
Washington, Princeton, Mt. Laurel, Hunt Valley, Baltimore: the salary range for this role is $120000 to $160000. The role may be eligible for discretionary incentive compensation. For benefits information, please visit uds.com/usbenefits. Your Career Comeback
We are open to applications from career returners. Find out more about our program on uds.com/careercomeback. Your team
You will be part of the GWM US National Sales team, reporting to Head, Business Development based in Weehawken, NJ. This team acts as trusted advisor to our Field Leaders and Financial Advisors. You will be based in either Philadelphia, Washington, DC, or Baltimore, MD, supporting Advisors in Philadelphia, Washington DC, Mount Laurel, NJ, Baltimore, Conshohocken, Princeton, Hunt Valley, Newtown, and other locations. Your expertise
self-motivated and passionate about the client experience, with solid presentation skills proactive, critical thinker with a collaborative personality strong planner focused on organization and details, with the ability to deliver against tight deadlines strong understanding of the wealth management business the National Sales team is geographically diverse with a concentration of tri-state area-based employees Series 7/66 or 7/63/65 required role may require travel to different local branch offices About us
UBS is a global wealth manager with four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. We have a presence in all major financial centers in more than 50 countries. Join us
We’re committed to disability inclusion and provide reasonable accommodation throughout our recruitment process. For more information, please contact us. UBS is an Equal Opportunity Employer. We respect and empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
#J-18808-Ljbffr