UBS
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Business Development Officer
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UBS 2 days ago Be among the first 25 applicants Join to apply for the
Business Development Officer
role at
UBS Get AI-powered advice on this job and more exclusive features. Job Reference #
In order to make an application, simply read through the following job description and make sure to attach relevant documents. 319108BR
Job Type Full Time
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, advice on product specific areas e.g., Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities prepare sales materials e.g., 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
Detailed salary information:
San Diego, Newport Beach, La Jolla, Irvine: the salary range for this role is $110000 to $157000
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 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. We will drive our priorities by mobilizing around critical partners to leverage resources, thought leadership and best practices. You will be based in Newport Beach, Phoenix, or Irvine, CA, supporting Advisors in Newport Beach, Phoenix, Irvine, Carmel Valley, San Diego, La Jolla, Scottsdale, 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 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 operating with 5 days/week in a UBS office role may require travel to different local branch offices
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.
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.
Salary Information US Only: The expected salary range for this role is $110000 to $157000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.Seniority level
Seniority levelNot Applicable Employment type
Employment typeFull-time Job function
Job functionSales and Business Development IndustriesBanking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at UBS by 2x Get notified about new Business Development Officer jobs in
Scottsdale, AZ . Business Solution Specialist (Region remote AZ)Business Development Executive – SMB Partnerships Greater Phoenix Area $80,000.00-$85,000.00 1 week ago Business Development Manager - Power (Multiple Locations) Phoenix, AZ $110,000.00-$130,000.00 4 months ago Scottsdale, AZ $85,000.00-$95,000.00 1 week ago Tempe, AZ $95,000.00-$110,000.00 5 days ago Business Development Specialist - MicrosoftWealth Management Business Development OfficerBusiness Development Manager, TELUS Health Learning – U.S.A.Business Development Relationship ManagerBusiness Development Solutions ConsultantManager, Business Development [Government]Business Development Manager - United States Phoenix, AZ $150,000.00-$160,000.00 4 days ago Executive Recruiter - Business Development Phoenix, AZ $70,000.00-$80,000.00 2 weeks ago Business Development & Marketing Executive - 100% RemoteBusiness Development Manager - Technology StaffingBusiness Development Specialist - Entry Level Phoenix, AZ $70,000.00-$80,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Business Development Officer
role at
UBS 2 days ago Be among the first 25 applicants Join to apply for the
Business Development Officer
role at
UBS Get AI-powered advice on this job and more exclusive features. Job Reference #
In order to make an application, simply read through the following job description and make sure to attach relevant documents. 319108BR
Job Type Full Time
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, advice on product specific areas e.g., Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities prepare sales materials e.g., 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
Detailed salary information:
San Diego, Newport Beach, La Jolla, Irvine: the salary range for this role is $110000 to $157000
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 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. We will drive our priorities by mobilizing around critical partners to leverage resources, thought leadership and best practices. You will be based in Newport Beach, Phoenix, or Irvine, CA, supporting Advisors in Newport Beach, Phoenix, Irvine, Carmel Valley, San Diego, La Jolla, Scottsdale, 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 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 operating with 5 days/week in a UBS office role may require travel to different local branch offices
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.
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.
Salary Information US Only: The expected salary range for this role is $110000 to $157000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.Seniority level
Seniority levelNot Applicable Employment type
Employment typeFull-time Job function
Job functionSales and Business Development IndustriesBanking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at UBS by 2x Get notified about new Business Development Officer jobs in
Scottsdale, AZ . Business Solution Specialist (Region remote AZ)Business Development Executive – SMB Partnerships Greater Phoenix Area $80,000.00-$85,000.00 1 week ago Business Development Manager - Power (Multiple Locations) Phoenix, AZ $110,000.00-$130,000.00 4 months ago Scottsdale, AZ $85,000.00-$95,000.00 1 week ago Tempe, AZ $95,000.00-$110,000.00 5 days ago Business Development Specialist - MicrosoftWealth Management Business Development OfficerBusiness Development Manager, TELUS Health Learning – U.S.A.Business Development Relationship ManagerBusiness Development Solutions ConsultantManager, Business Development [Government]Business Development Manager - United States Phoenix, AZ $150,000.00-$160,000.00 4 days ago Executive Recruiter - Business Development Phoenix, AZ $70,000.00-$80,000.00 2 weeks ago Business Development & Marketing Executive - 100% RemoteBusiness Development Manager - Technology StaffingBusiness Development Specialist - Entry Level Phoenix, AZ $70,000.00-$80,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr