Overview In this role you drive retirement and financial wellness sales by partnering with Financial Advisors to deliver UBS WWS capabilities. You'll educate advisors, identify opportunities, and shape territory strategies to meet growth goals. You collaborate with recordkeepers, product teams, and retirement consultants to close business efficiently. You'll work across remote and in-person settings, turning client needs into meaningful solutions. This opportunity combines advisory sales, deep product knowledge, and cross-functional impact in a global wealth manager.
Responsibilities- provide expert sales support to Financial Advisors leveraging retirement industry knowledge and UBS WWS capabilities
- engage with Advisors remotely and in person to identify opportunities within their book or through prospecting
- educate and promote WWS products and the benefits to clients
- develop territory sales strategy to achieve WWS goals and coordinate regional, market, and branch meetings
- partner with recordkeeping and investment firms to support Advisors and Retirement Plan Consultants with opportunities, presentations, and RFPs
- assist non-specialist Advisors through the sales journey from discovery to finals presentations
- conduct proactive outreach aligned with strategic priorities and track activity using CRM and other tools; share impact in business meetings
- collaborate with retirement and financial wellness program teams; provide feedback on programs, sales communications, and marketing materials
- participate in education sessions with recordkeepers and industry providers to deepen knowledge and drive sales
Key requirements- Bachelor's degree in business or equivalent experience
- ideally 4+ years supporting institutional clients and/or Financial Advisors
- detailed knowledge of retirement plans (including 401(k
- understanding of retirement consulting, recordkeeping, and service providers
- knowledge of investment products including mutual funds, CITs, and separate accounts
- excellent verbal and written communication and presentation skills
- strong problem solving abilities and willingness to travel
- CRPS or other industry designation a plus
- Series 7 and 66 licenses (or 63 and 65)
- strong communication
- strategic thinking
- relationship building
- retirement industry knowledge
- experience with sales CRM systems
- ability to develop and deliver RFPs and presentations
