StaffAttract
  • Login
  • Create Account
  • Products
    • Private Ad Placement
    • Reports Management
    • Publisher Monetization
    • Search Jobs
  • About Us
  • Contact Us
  • Unsubscribe

Login

Forgot Password?

Create Account

Job title, industry, keywords, etc.
City, State or Postcode

Business Development Officer

UBS - Washington, DC

Apply Now

Job Description

OverviewJob Reference # 319114BRLocation: Baltimore, Conshohocken, Hunt Valley, Mt. Laurel, Newtown, Philadelphia, Princeton, WashingtonJob Type: Full TimeYour roleWe’re looking for someone to identify key strategies to develop and grow sales, with a proven track record developing relationships. You will help our Financial Advisors and Field Leaders understand clients’ needs and business opportunities. You will:increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale executiondevelop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resourceshost daily Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines; support book segmentation and reviews to bolster client acquisition and retention effortsunderstand and distribute ideas and advice on product areas such as Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, and Annuitiesprepare sales materials (presentations, campaign content, product updates) and coordinate Advisor/Field Leader meetings, attending as neededhandle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteriaSalary informationWashington, Princeton, Mt. Laurel, Hunt Valley, Baltimore: the salary range for this role is $120000 to $160000. The role may be eligible for discretionary incentive compensation. For benefits information, please visit /usbenefits.Your Career ComebackWe are open to applications from career returners. Find out more about our program on /careercomeback.Your teamYou will be part of the GWM US National Sales team, reporting to Head, Business Development based in Weehawken, NJ. This team acts as trusted advisor to our Field Leaders and Financial Advisors. You will be based in either Philadelphia, Washington, DC, or Baltimore, MD, supporting Advisors in Philadelphia, Washington DC, Mount Laurel, NJ, Baltimore, Conshohocken, Princeton, Hunt Valley, Newtown, and other locations.Your expertiseself-motivated and passionate about the client experience, with solid presentation skillsproactive, critical thinker with a collaborative personalitystrong planner focused on organization and details, with the ability to deliver against tight deadlinesstrong understanding of the wealth management businessthe National Sales team is geographically diverse with a concentration of tri-state area-based employeesSeries 7/66 or 7/63/65 requiredrole may require travel to different local branch officesAbout usUBS is a global wealth manager with four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. We have a presence in all major financial centers in more than 50 countries.Join usWe’re committed to disability inclusion and provide reasonable accommodation throughout our recruitment process. For more information, please contact us.UBS is an Equal Opportunity Employer. We respect and empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. #J-18808-Ljbffr

Created: 2025-10-06

➤
Footer Logo
Privacy Policy | Terms & Conditions | Contact Us | About Us
Designed, Developed and Maintained by: NextGen TechEdge Solutions Pvt. Ltd.