UBS
Business Development Manager - Enterprise Partnership and Solutions
Location: San Francisco, CA
Your role : Can you identify key strategies to develop and grow sales? Do you have a proven track record developing relationships? Do you want to go the extra mile to help our Financial Advisors and Field Leaders understand our clients’ needs and business opportunities?
We’re looking for someone like you to:
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 provide advice on product‑specific areas such as Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, and Annuities.
Prepare sales materials such as presentations, campaign content, and 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.
Your team : You will be part of the GWM US National Sales team, reporting to the Head of Business Development based in Weehawken, NJ. This team acts as a trusted advisor to our Field Leaders and Financial Advisors. We will drive our priorities by mobilizing around critical partners to leverage resources, thought leadership, and best practices. You will be based in San Francisco, CA, supporting Advisors in San Francisco, Walnut Creek, Menlo Park, San Jose, Sacramento, Carmel, Marin County, San Mateo, Los Gatos, Napa, and Palo Alto.
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 no problem delivering 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.
Salary Information : The expected salary range for this role is $120,000 to $160,000 based on factors including, but not limited to, experience, qualifications, education, location, and skill level. The role may also be eligible for discretionary incentive compensation.
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.
We’re committed to disability inclusion. If you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
#J-18808-Ljbffr
Your role : Can you identify key strategies to develop and grow sales? Do you have a proven track record developing relationships? Do you want to go the extra mile to help our Financial Advisors and Field Leaders understand our clients’ needs and business opportunities?
We’re looking for someone like you to:
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 provide advice on product‑specific areas such as Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, and Annuities.
Prepare sales materials such as presentations, campaign content, and 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.
Your team : You will be part of the GWM US National Sales team, reporting to the Head of Business Development based in Weehawken, NJ. This team acts as a trusted advisor to our Field Leaders and Financial Advisors. We will drive our priorities by mobilizing around critical partners to leverage resources, thought leadership, and best practices. You will be based in San Francisco, CA, supporting Advisors in San Francisco, Walnut Creek, Menlo Park, San Jose, Sacramento, Carmel, Marin County, San Mateo, Los Gatos, Napa, and Palo Alto.
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 no problem delivering 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.
Salary Information : The expected salary range for this role is $120,000 to $160,000 based on factors including, but not limited to, experience, qualifications, education, location, and skill level. The role may also be eligible for discretionary incentive compensation.
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.
We’re committed to disability inclusion. If you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
#J-18808-Ljbffr