Retirement Benefits Consultant, Workplace Wealth Solutions

UBS; Weehawken (NJ); On-site; USD 120,000 - 160,000; Full time

Job summary

UBS Workplace Wealth Solutions Sales Team seeks an experienced professional to provide expert sales support to Financial Advisors, focusing on retirement and wellness capabilities. You will engage remotely and in person to identify opportunities, educate clients on the value of WWS products, and help close business.

The role requires a Bachelor's degree in business or equivalent, 4+ years of institutional experience, and licenses such as Series 7/66. Travel and strong communication are essential.

Qualifications

• Bachelor's degree in business or equivalent experience.
• 4+ years of experience supporting institutional clients and/or Financial Advisors.
• Knowledge of retirement plans (401(k)) and retirement consulting services.
• Familiarity with recordkeeping and service providers.
• Investment products knowledge (mutual funds, CITs, separate accounts).
• Excellent verbal and written communication and presentation skills.

Responsibilities

• Provide expert sales support to Financial Advisors leveraging retirement industry knowledge and UBS capabilities.
• Engage remotely and in person to identify WWS opportunities.
• Educate and promote the value of WWS products to advisors and clients.
• Develop sales strategy for assigned territory to meet WWS goals; coordinate regional meetings.
• Partner with recordkeepers and investment firms; support consultants with opportunities and RFPs.

Skills

Communication skills

Problem solving

Travel readiness

Strategic thinking

Education

Bachelor's degree in business or equivalent experience

Tools

Series 7 license

Series 66 license

Job description

Key Responsibilities

• provide expert sales support to Financial Advisors by leveraging your knowledge of the retirement industry and UBS retirement and financial wellness capabilities and tools
• engage with Financial Advisors both remotely and in person to identify WWS opportunities within their current book or through prospecting efforts
• educate and promote the value of WWS products to Financial Advisors and the benefits they can provide to their clients
• develop Sales strategy for assigned territory to achieve WWS goals and coordinate with field management to host Regional, Market and Branch level meetings
• partner with key recordkeeping and investment firms to support financial advisors as well as support Retirement Plan Consultants with partnering opportunities, sales presentations and RFPs to help close business in an effective and efficient manner
• work with non-specialist Financial Advisors on WWS opportunities and support them through the sales journey, including discovery, product alignment and finals presentations
• conduct proactive outreach in support of strategic business priorities and other initiatives as well as track all activity leveraging sales CRM and other tools; participate in periodic business meetings to communicate impact and success stories
• collaborate effectively with retirement and financial wellness program management teams; provide feedback to program management and communicate accurate program information to Financial Advisors; provide feedback on program development initiatives, sales communications and marketing materials
• participate in education sessions with recordkeepers and other industry providers to deepen knowledge and identify ways to increase sales

Job Type

Full Time

Job Reference #

341273BR

City

New York, Weehawken

Applications for this role can be submitted until September 11, 2026.

The team

You’ll be joining the Workplace Wealth Solutions Sales Team. This team is focused on driving retirement and financial wellness sales and retention.

Your Skills And Experience

• Bachelor's degree in business or equivalent experience
• ideally, 4+ years of experience supporting institutional clients and/or Financial Advisors
• detailed knowledge of retirement plans, including 401(k) plans
• good understanding of retirement consulting services, recordkeeping and other services providers
• specific knowledge of investment products including mutual Funds, CITs, and separate accounts
• excellent verbal and written communication and presentation skills
• strong problem solving skills and ability to travel
• CRPS or other industry designation a plus
• Series 7 and 66 licensed (or 63 and 65)
• strategic thinker able to understand and prioritize client needs as well as curious and passionate striving for constant improvement
• committed to driving value for clients and effectively manage client expectations
• 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.

About Us

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.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

• United States - New York - New York min USD 120000 - max USD 160000
• United States - New Jersey - Weehawken min USD 120000 - max USD 160000 /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.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.