Retirement Benefits Consultant, Workplace Wealth Solutions

Job Reference #341273BRCityNew York, WeehawkenJob TypeFull Time Key responsibilitiesDo you have a passion for the retirement plan business? Can you build collaborative relationships with Financial Advisors to provide solutions based on client needs? Are you effective at not only providing expert sales and product support but also identifying new business opportunities? We're looking for someone with these qualities who can:provide expert sales support to Financial Advisors by leveraging your knowledge of the retirement industry and UBS retirement and financial wellness capabilities and toolsengage with Financial Advisors both remotely and in person to identify WWS opportunities within their current book or through prospecting effortseducate and promote the value of WWS products to Financial Advisors and the benefits they can provide to their clientsdevelop Sales strategy for assigned territory to achieve WWS goals and coordinate with field management to host Regional, Market and Branch level meetingspartner 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 mannerwork with non-specialist Financial Advisors on WWS opportunities and support them through the sales journey, including discovery, product alignment and finals presentationsconduct proactive outreach in support of strategic business priorities and other initiatives as well as track all activity leveraging sales CRM and other tools; participate in periodic business meetings to communicate impact and success storiescollaborate 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 materialsparticipate in education sessions with recordkeepers and other industry providers to deepen knowledge and identify ways to increase salesApplications for this role can be submitted until September 11, 2026.Your Career ComebackWe are open to applications from career returners. Find out more about our program on ubs.com/careercomeback. The teamYou'll be joining the Workplace Wealth Solutions Sales Team. This team is focused on driving retirement and financial wellness sales and retention. Your skills and experienceBachelor's degree in business or equivalent experienceideally, 4+ years of experience supporting institutional clients and/or Financial Advisorsdetailed knowledge of retirement plans, including 401(k) plansgood understanding of retirement consulting services, recordkeeping and other services providersspecific knowledge of investment products including mutual Funds, CITs, and separate accountsexcellent verbal and written communication and presentation skillsstrong problem solving skills and ability to travelCRPS or other industry designation a plusSeries 7 and 66 licensed (or 63 and 65)strategic thinker able to understand and prioritize client needs as well as curious and passionate striving for constant improvementcommitted to driving value for clients and effectively manage client expectationsyou're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.