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About the Role
We are looking for a motivated individual to join the GWM US National Sales team. This role will focus on driving top-line revenue growth, increasing awareness, and distributing trade and product ideas to support point-of-sale execution. You will develop and share daily sales ideas, host advisor meetings, and provide tactical insights to enhance client acquisition and retention.
Responsibilities
- 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
- Coordinate Advisor/Field Leader meetings, attending as needed
- Handle profiling, lead identification, follow-up activity
- Maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria
Requirements
- 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
- Series 7/66 or 7/63/65 required
- Curious to explore how AI can improve how we build, deliver, and optimize workflows
- Validate outputs and align with policies, risk standards, and ethical use
Skills
- Presentation skills
- Critical thinking
- Collaboration
- Planning
- Organization
- Attention to detail
- Wealth management business understanding
- AI exploration
Location
- San Francisco, CA
- Weehawken, NJ
Work Type
- Full-time
- Hybrid
Experience Level
- Not specified
Education Level
- Not specified
Salary/Compensations
- USD 140000 - 180000 per annum
Benefits
- Competitive benefits
- Additional variable compensation or awards may be provided
About the Company
- UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.
- We also provide diversified asset management solutions and focused investment banking capabilities.
- Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
- Collaboration is at the heart of everything we do.
- We use artificial intelligence (AI) to work smarter and more efficiently.
Equal Opportunity
- 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 and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.