Retirement Benefits Consultant, Workplace Wealth Solutions

Job Type: Full Time • Location: New York, Weehawken

Responsibilities

• Provide expert sales support to Financial Advisors by leveraging your knowledge of the retirement industry and UBS retirement and financial wellness capabilities and tools
• Engage with Financial Advisors both remotely and in person to identify WWS opportunities within their current book or through prospecting efforts
• Educate and promote the value of WWS products to Financial Advisors and the benefits they can provide to their clients
• Develop sales strategy for assigned territory to achieve WWS goals and coordinate with field management to host Regional, Market and Branch level meetings
• Partner with key recordkeeping and investment firms to support financial advisors as well as support Retirement Plan Consultants with partnering opportunities, sales presentations and RFPs to help close business in an effective and efficient manner
• Work with non‑specialist Financial Advisors on WWS opportunities and support them through the sales journey, including discovery, product alignment and final presentations
• Conduct proactive outreach in support of strategic business priorities and other initiatives, track all activity leveraging sales CRM and other tools, and participate in periodic business meetings to communicate impact and success stories
• Collaborate effectively with retirement and financial wellness program management teams; provide feedback to program management and communicate accurate program information to Financial Advisors; provide feedback on program development initiatives, sales communications and marketing materials
• Participate in education sessions with recordkeepers and other industry providers to deepen knowledge and identify ways to increase sales

About the team

You’ll be joining the Workplace Wealth Solutions Sales Team. This team is focused on driving retirement and financial wellness sales and retention.

Qualifications

• Bachelor's degree in business or equivalent experience
• Ideally, 4+ years of experience supporting institutional clients and/or Financial Advisors
• Detailed knowledge of retirement plans, including 401(k) plans
• Good understanding of retirement consulting services, recordkeeping and other services providers
• Specific knowledge of investment products including mutual funds, CITs, and separate accounts
• Excellent verbal and written communication and presentation skills
• Strong problem‑solving skills and ability to travel
• CRPS or other industry designation a plus
• Series 7 and 66 licensed (or 63 and 65)
• Strategic thinker able to understand and prioritize client needs, curious and passionate, striving for constant improvement
• Committed to driving value for clients and effectively managing client expectations
• Curious to explore how AI can improve how we build, deliver, and optimize workflows, with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

About the company

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.

Pay

The indicative gross base salary range for this full‑time equivalent role is USD 120,000 – USD 160,000 per annum for both New York, NY and Weehawken, NJ locations. The expected salary will be determined by role‑required experience, qualifications, education, location and skill level. Additional variable compensation or awards may be provided at UBS’s discretion.