Regional Sales Manager - Northeast
UBS
Action-oriented and growth-minded sales and business development executive whose primary guiding principle is to coordinate organizational resources, content, and training to drive revenue and net new money across the Northeast Region.
Responsibilities
• Strategic thinker with the ability to build and manage internal and external relationships.
• Strong communicator who can effectively commercialize themes, content, and implementation ideas to Field Leaders (Market Executives, Market Directors Assistant Market Executives) and Financial Advisors.
• Identify growth opportunities within Markets, Branches, and FA books of business and coordinate action plans with Assistant Market Executives (AME’s) and Internal Consultants to focus appropriate resources to these Markets and FA segments.
• Lead Regional efforts around development and implementation of new client acquisition strategies in partnership with National Sales, STAAT, Workplace Wealth Solutions, and other key stakeholders.
• Assist in the development and execution of sales strategies, product launches and key Firm initiatives.
• Establish a regular communication cadence with the AME’s to drive growth-focused best practices, idea generation, along with education and awareness of the new solutions and sales campaigns.
• Coordinate with National Sales to ensure alignment in messaging and implementation of themes and strategies across regions.
• Assist Field Leaders in recruiting efforts by being a conduit to help deliver the Firm.
• Help drive retention efforts of financial advisors, including developing a structured coaching program and establishing a process to help identify and achieve their growth and productivity needs
Detailed salary information:
• New York: the salary range for this role is $250000 to $300000
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.
Responsibilities
• Strategic thinker with the ability to build and manage internal and external relationships.
• Strong communicator who can effectively commercialize themes, content, and implementation ideas to Field Leaders (Market Executives, Market Directors Assistant Market Executives) and Financial Advisors.
• Identify growth opportunities within Markets, Branches, and FA books of business and coordinate action plans with Assistant Market Executives (AME’s) and Internal Consultants to focus appropriate resources to these Markets and FA segments.
• Lead Regional efforts around development and implementation of new client acquisition strategies in partnership with National Sales, STAAT, Workplace Wealth Solutions, and other key stakeholders.
• Assist in the development and execution of sales strategies, product launches and key Firm initiatives.
• Establish a regular communication cadence with the AME’s to drive growth-focused best practices, idea generation, along with education and awareness of the new solutions and sales campaigns.
• Coordinate with National Sales to ensure alignment in messaging and implementation of themes and strategies across regions.
• Assist Field Leaders in recruiting efforts by being a conduit to help deliver the Firm.
• Help drive retention efforts of financial advisors, including developing a structured coaching program and establishing a process to help identify and achieve their growth and productivity needs
Detailed salary information:
• New York: the salary range for this role is $250000 to $300000
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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