Job Reference #
319111BR
City
New York
Job Type
Full Time
Your Role Can you identify key strategies to develop and grow sales? Do you have a proven track record in 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 advice on product-specific areas such as Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities
Prepare sales materials like presentations, campaign content, and product updates; coordinate Advisor/Field Leader meetings, attending as needed
Handle profiling, lead identification, follow-up activities, and maintain ongoing partnerships with internal strategy and analytics teams to identify campaign/focus criteria
Salary Information The salary range for this role in New York is $110,000 to $157,000. The actual salary will depend on 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 the Head of Business Development based in Weehawken, NJ. This team acts as trusted advisors to our Field Leaders and Financial Advisors, driving priorities by mobilizing around critical partners to leverage resources, thought leadership, and best practices. You will be based in New York City supporting Advisors located in NYC offices.
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, capable of delivering against tight deadlines
Strong understanding of the wealth management business
Geographically diverse team with a concentration of tri-state area-based employees
Series 7/66 or 7/63/65 required
Operating five days/week in a UBS office
Role may require travel to different local branch offices
About Us UBS is the world’s largest and only truly global wealth manager, operating through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. We have a presence in all major financial centers in over 50 countries.
Join Us At UBS, our people drive our success. We are dedicated to our craft, passionate about our people, and committed to diversity and inclusion. We offer new challenges, a supportive team, growth opportunities, and flexible working options. Our inclusive culture brings out the best in our employees, wherever they are in their career journey. We value collaboration and believe that together, we’re more than ourselves.
If you need reasonable accommodations during our recruitment process, please contact us.
Contact Details UBS Business Solutions SA
Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.
UBS Recruiting
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.
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Business Development Officer