UBS Financial Services EPAS- Corporate Sales Lead- Central Division in Chicago, Illinois
Are you driven by the desire to develop new business channels? Do you know how to sell institutional level services to the C-Suite Executive base? Do you have a good understanding of our competitive landscape and how we differentiate ourselves? We’re looking for someone like that who can:
Drive a winning sales strategy that highlights the partnership with EPAS and a new industry leading corporate platform
Research the market opportunity and understand the competition in order to create and drive a growth strategy across Corporate Financial Wellness and EPAS
Establish industry presence and corporate pipeline by building relationships with key decision makers and industry centers of influence
Collaborate across Financial Advisors and their leadership team, Client Strategy Office, Client Advisor Group, Business Development Group, Investment Bank, Corporate Center and identify opportunities to develop UBS relationships with consultants and institutional services
Explore opportunities to expand offerings to include other corporate benefit programs e.g. 401k
Maintain strong partnership with wealth management channels to support delivery of the Firm's capabilities across
Determine processes and reporting needed to help identify opportunities and measure success
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
Disclaimer / Policy Statements:
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
You’ll be working as part of Wealth Management USA. We help corporate employees and wealth management clients meet their financial goals through financial advisors who deliver products and services specifically designed for them
Your experience and skills:
Undergraduate Degree required, Graduate Degree preferred
Minimum of 5 years experience in the Financial Services industry
An ability to drive change across an organization and influence key stakeholders
Thought leadership and deep understanding of Human Resources/Corporate Benefits/Equity Compensation
A deep understanding of Wealth Management industry, Financial Advisors and corporate plan sponsors
Previous sales management or direct experience within an institutional sales force
Series 7/66 required
A strong communicator with compelling presentation skills
An analytical thinker with a understanding of processes, technology and operational concepts
A confident decision-maker, highly organized and detail oriented
Willing to travel extensively within the region
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Job Reference #: 169981BR
Business Divisions: Wealth Management Americas
Title: EPAS- Corporate Sales Lead- Central Division
City: Chicago, Houston
Job Type: Full Time
Country / State: United States - Illinois, United States - Texas
Function Category: Process, project and program management, Product Management and Development