UBS

Net New Money Promotion Program Manager

UBS$105K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-7 years of experience in marketing strategy or campaign management
  • Proven track record in developing strategic campaigns in growth-focused environments
  • Strong analytical skills for performance assessment and insight generation
  • Excellent organizational abilities for managing multiple projects
  • Knowledge of strategic marketing principles related to client acquisition
  • Familiarity with the US wealth management industry and its services

Responsibilities

  • Support the planning and execution of new client acquisition initiatives
  • Evaluate growth opportunities to inform campaign strategy and execution
  • Coordinate campaign logistics including timelines and messaging
  • Collaborate with internal partners for campaign concept refinement and execution
  • Manage performance tracking and collaborate with Business Intelligence for campaign outcomes
  • Develop materials to help advisors and clients utilize campaign tools

Benefits

  • Comprehensive health benefits and insurance coverage
  • Retirement savings plans with company matching
  • Opportunities for professional development and training
  • Flexible working arrangements
  • Employee assistance programs
  • A supportive work environment fostering collaboration
Full Job Description
Your role

Do you enjoy shaping programs that influence business growth? Are you energized by developing campaigns and strategic initiatives that drive new client acquisition and help teams engage prospects more effectively?

We're looking for someone like that who can:
• Support the development, planning, and execution of firmwide net-new-money initiatives, including promotional offers, incentives, campaigns, and targeted prospecting efforts
• Evaluate growth opportunities and develop strategic recommendations that inform campaign prioritization, investment decisions, and campaign execution
• Coordinate campaign logistics including timelines, messaging inputs, tracking needs, and communication to the field to ensure smooth and consistent delivery
• Work with internal partners to gather requirements, refine campaign concepts, and support end-to-end execution
• Manage performance tracking for campaigns and promotions, partnering closely with Business Intelligence to monitor outcomes and identify opportunities to improve effectiveness
• Assist with the development of materials that help advisors and clients understand how to use campaign tools and take advantage of promotional programs

Your team

Located in New York, you will be part of the GWM US Channel and Prospecting Office supporting the Head of Partnerships and Lead Generation. You will work in close partnership with US GWM business leaders and aligned product teams to help deliver growth initiatives, prospecting campaigns, and promotional programs.

Your expertise
• ideally 4-7 years of experience in marketing strategy, campaign management, commercial program design, or sales-enablement roles
• Demonstrated experience developing or coordinating end-to-end strategic campaigns and promotions within a growth-oriented environment
• Strong analytical skills, with the ability to assess performance, identify insights, and translate them into actionable recommendations
• Strong organizational skills and comfort managing multiple workstreams with discipline
• Knowledge of strategic marketing and campaign development principles, with the ability to shape effective acquisition-focused programs
• Knowledge of the US wealth management industry and the products and services provided to key market segments that UBS serves

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New Jersey - Weehawken min USD 105000 - max USD 130000 /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.

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

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