Business Development Officer

UBS; New York (NY); On-site; USD 110,000 - 157,000; Full time

Job summary

UBS is seeking a motivated individual to join their GWM US National Sales team in New York. The role involves increasing sales, developing client relationships, and providing strategic insights to Financial Advisors. Candidates should possess strong presentation skills and a Series 7/66 or equivalent certification. This position offers opportunities for growth within a collaborative environment.

Qualifications

• Self-motivated and passionate about the client experience.
• Strong understanding of the wealth management business.
• Proactive, critical thinker with a collaborative personality.

Responsibilities

• Increase top-line revenue growth and distribute trade ideas.
• Develop daily and weekly sales ideas based on market trends.
• Host daily Advisor meetings and provide tactical ideas.

Skills

Presentation Skills

Client Experience

Critical Thinking

Organization

Education

Series 7/66 or 7/63/65

Job description

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:

1. Increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution
2. Develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources
3. 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
4. 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
5. Prepare sales materials like presentations, campaign content, and product updates; coordinate Advisor/Field Leader meetings, attending as needed
6. 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
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.