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About the Role
Act as a central connector between clients and the firm, ensuring the full UBS platform is brought to clients without silo bias. Put the client at the center of decision making by identifying share of wallet gaps, prioritizing opportunities, and turning insight into measurable commercial outcomes. Work at the intersection of data, AI, sales, trading, and senior management, translating analytics into action through disciplined forums, campaigns, and best-in-class execution.
Responsibilities
- Drive cross-asset client campaigns and regional initiatives for priority clients, spotting opportunities, coordinating execution, and tracking outcomes.
- Deliver clear, large-scale analytics on wallet gaps, campaign performance, and thematic trends to inform strategy and improve results.
- Act as the Voice of the Client by running structured internal client reviews and forums with Sales & Trading and senior stakeholders, capturing insights, agreeing actions, and ensuring follow-through.
- Support key client deliverables across account management, including firm-to-firm engagement, new PM onboarding, strategic discussions, escalations, and ongoing connectivity.
- Organize broker reviews, reverse broker reviews, and client events end-to-end, covering planning, materials, logistics, and actions.
- Generate actionable client intelligence using advanced analytics and emerging AI tools.
- Contribute to the design, testing, and rollout of Sales AI capabilities.
- Produce concise, senior-ready materials, including briefings, performance reports, and presentations that are decision-oriented and easy to consume.
- Help build AI products that embed proactive insights, automation, and decision support directly into sales workflows.
- Explore how AI can improve workflow building, delivery, and optimization, validating outputs and aligning with policies, risk standards, and ethical use.
Requirements
- Proficient in Microsoft Suite.
- Require 7 & 63, SIE FINRA licenses within 90 days of start.
- 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
- Data analysis
- AI tools
- Sales
- Trading
- Senior management
- Microsoft Suite
- FINRA licenses (7 & 63, SIE)
Location
- New York, New York
Work Type
- Full-time
Salary/Compensations
- USD 90000 - 107500 /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.
- UBS also provides 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.
- Committed to disability inclusion and providing reasonable accommodation/adjustments throughout the recruitment process.