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
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 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
• you're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - California - San Francisco min USD 140000 - max USD 180000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
