Retirement Benefits Strategist - Workplace Wealth Solutions

UBS; New York (NY); Hybrid; USD 120,000 - 160,000; Full time

Job summary

UBS is seeking a Workplace Wealth Solutions Sales Specialist to support Financial Advisors with retirement and financial wellness offerings. You will engage remotely and in person, educate on WWS products, and help align solutions with client needs.

The role requires a bachelor's degree and 4+ years in institutional/client support, with licenses such as Series 7/66 (or 63/65) preferred. Travel and collaboration across teams are essential.

Qualifications

• 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.
• Knowledge of investment products including mutual funds, CITs, and 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 with Financial Advisors remotely and in person to identify WWS opportunities.
• Educate and promote the value of WWS products to Financial Advisors and clients.
• Develop sales strategy for assigned territory to achieve WWS goals and coordinate regional meetings.
• Partner with recordkeeping and investment firms to support advisors and Retirement Plan Consultants with opportunities, presentations and RFPs.
• Support non-specialist Advisors through the sales journey including discovery, product alignment and finals presentations.
• Conduct proactive outreach to support strategic priorities and track activity in CRM and other tools.
• Collaborate with retirement program management teams and provide feedback on programs and marketing materials.
• Participate in education sessions with recordkeepers to deepen knowledge and identify sales opportunities.

Skills

Excellent communication

Presentation skills

Client relationship management

Strategic thinking

Travel readiness

AI in workflows curiosity

Education

Bachelor's degree in business or equivalent

Tools

CRM systems

RFP processes

MS Office

Job description

UBS is seeking a Workplace Wealth Solutions Sales Specialist to support Financial Advisors with retirement and financial wellness offerings. You will engage remotely and in person, educate on WWS products, and help align solutions with client needs.

The role requires a bachelor's degree and 4+ years in institutional/client support, with licenses such as Series 7/66 (or 63/65) preferred. Travel and collaboration across teams are essential.