Hybrid Retirement Benefits Consultant, Workplace Wealth Solutions bei UBS

Do you have a passion for the retirement plan business? Can you build collaborative relationships with Financial Advisors to provide solutions based on client needs? Are you effective at not only providing expert sales and product support but also identifying new business opportunities? We're looking for someone with these qualities who can:

• 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

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law should be subject to criminal penalties and civil liability.

Detailed salary information:
• San Francisco, New York, Denver, Chicago: the salary range for this role is $157000 to $205000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, 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.

Boston, Chicago, Denver, Houston, New York, San Francisco

Full Time

United States - California, United States - Colorado, United States - Illinois, United States - Massachusetts, United States - New York, United States - Texas

Sales

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. 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.

UBS Business Solutions SA
UBS Recruiting

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.

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

• 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

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

US Only: The expected salary range for this role is $157000 to $205000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.