Business Owner Segment Client and Field Specialist
UBS
Do stories about entrepreneurs and business owners captivate you? Are you interested in working with Financial Advisors to support their focus on high opportunity client segments? Do you want to help their business owner clients as they build, grow & sell their companies? Are you able to collaborate with field leaders and advisors across an organization with fast-paced demands? If you are interested in using your own entrepreneurial drive and spirit to offer thought leadership and creative solutions for the unique challenges facing FAs working with business owners, you may be an ideal person to join our team.
We are looking for someone like you to:
• support a market-leading sales and development strategy based on delivering financial solutions that address the unique needs of the business owner and entrepreneur strategic client segment
• problem solve with Financial Advisors and their business owner clients and prospects to build, grow and ultimately exit successful businesses
• own the project management and execution of strategic business owner initiatives, often in collaboration with other business areas across the firm – drive a robust content development plan that includes events, articles, letters, pitch books, and other multimedia (i.e., podcasts, videos, etc.) to help Financial Advisors engage with clients, prospects and other centers of influence in the entrepreneur space
• collaborate with internal business partners and external vendors to develop a thoughtful, holistic and integrated plan that delivers consultation, thought leadership, tools, products and/or events and other content to Financial Advisors and their business owner clients and prospects
• coordinate with field partners, management teams and Financial Advisors to drive engagement and success
perform market and client need analysis
Detailed salary information:
• New Jersey: the salary range for this role is $90000 to $120000.
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.
We are looking for someone like you to:
• support a market-leading sales and development strategy based on delivering financial solutions that address the unique needs of the business owner and entrepreneur strategic client segment
• problem solve with Financial Advisors and their business owner clients and prospects to build, grow and ultimately exit successful businesses
• own the project management and execution of strategic business owner initiatives, often in collaboration with other business areas across the firm – drive a robust content development plan that includes events, articles, letters, pitch books, and other multimedia (i.e., podcasts, videos, etc.) to help Financial Advisors engage with clients, prospects and other centers of influence in the entrepreneur space
• collaborate with internal business partners and external vendors to develop a thoughtful, holistic and integrated plan that delivers consultation, thought leadership, tools, products and/or events and other content to Financial Advisors and their business owner clients and prospects
• coordinate with field partners, management teams and Financial Advisors to drive engagement and success
perform market and client need analysis
Detailed salary information:
• New Jersey: the salary range for this role is $90000 to $120000.
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.
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