Sales Strategist, UBS Wealth Advice Center
UBS
Are you passionate about sales and driving strategy? DO you thrive in a fast-paced environment? We are looking for someone like you who can:
• ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients; the UBS Wealth Advice Center's 300+ Financial Advisors serve ~200,000 clients with aggregate assets of ~$20Bn
• develop and implement data-driven plans to achieve revenue targets
• analyze market trends, customer behaviors, and financial metrics to identify growth opportunities and optimize sales processes
• collaborate with internal teams to align strategies with overall business goals
• be held accountable for driving and executing various business initiatives that are in line with the WAC’s growth plan
• work with the Leadership team and Financial Advisors to drive a high-performance growth culture
• consistently seek and apply feedback to refine skills and ensure ongoing growth
• promote a culture of excellence
Detailed salary information:
• Weehawken: the salary range for this role is $85000 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.
• ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients; the UBS Wealth Advice Center's 300+ Financial Advisors serve ~200,000 clients with aggregate assets of ~$20Bn
• develop and implement data-driven plans to achieve revenue targets
• analyze market trends, customer behaviors, and financial metrics to identify growth opportunities and optimize sales processes
• collaborate with internal teams to align strategies with overall business goals
• be held accountable for driving and executing various business initiatives that are in line with the WAC’s growth plan
• work with the Leadership team and Financial Advisors to drive a high-performance growth culture
• consistently seek and apply feedback to refine skills and ensure ongoing growth
• promote a culture of excellence
Detailed salary information:
• Weehawken: the salary range for this role is $85000 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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