Description

Your role

Are you experienced at bringing business growth opportunities to life and identifying new ways to reach prospective clients? Do you enjoy building and scaling strategic partnerships by bringing structure to complex, evolving business opportunities?

We are looking for an individual to lead our GWM US Partnerships and Lead Generation function:

• Oversee and drive the strategic development and management of partnership programs, prospecting tools, and firmwide initiatives that expand access to prospective clients and improve acquisition outcomes
• Originate and develop strategic partnerships through targeted prospecting, partner pitching, and negotiation with external firms to advance business objectives and accelerate growth
• Proactively identify and evaluate emerging partnership opportunities that strengthen our partnership ecosystem
• Establish processes, controls, and incentives that enhance the effectiveness, transparency, and scalability of prospecting efforts
• Manage multiple projects against tight deadlines with discipline and attention to detail
• Coach and develop junior team members

Your team

Located in New York, you will be part of the GWM US Channel and Prospecting Office reporting to the Head of GWM US Channel and Prospecting Office. You will work in close partnership with US GWM business leaders, as well as other divisional leaders across our IB and AM businesses, to drive initiatives that enhance client acquisition effectiveness and build strategic relationships with external partners that broaden our prospecting and referral ecosystem.

Your expertise

• ideally 10+ years professional experience, preferably in a leading role within an in-house corporate sales position (with a focus on financial services) with significant background in analyzing, structuring, and independently delivering projects front-to-back, including stakeholder management, disciplined organization shaping of project vision and narrative, and strong experience sourcing, evaluating, and managing external partnerships and vendors
• Demonstrated experience shaping and operationalizing firmwide lead acquisition programs, including the use of external tools, platforms and data providers that support advisor prospecting
• Knowledge of the US wealth management industry and the products and services provided to key market segments that UBS serves
• Excellent communication and relationship management skills
• MBA, CFA, or equivalent advanced degrees or qualifications a plus

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.