United States - New Jersey

Business management, administration and support

Global Wealth Management

Your role

Are you passionate about influencing client stakeholders? Do you enjoy problem-solving and using negotiation skills? We are looking for someone like you to:

• deliver a full suite of retirement plan consulting services, including fiduciary investment advice, investment reporting, plan provider search support, fee benchmarking, and comprehensive annual reviews, while providing senior‑level ownership of complex client relationships
• provide subject‑matter expertise throughout the sales process and deliver advice using a consistent, documented service model, serving as a resource and escalation point for colleagues and partners
• lead annual account and quarterly investment reviews, overseeing review quality and ensuring fiduciary documentation is complete, accurate, and aligned with each client’s Investment Policy Statement
• partner with plan providers to resolve plan‑level issues, evaluate plan features, and manage escalations to ensure a smooth operational experience
• evaluate participant education programs and recommend strategies to increase engagement, participation, and retirement readiness—guiding education strategy and mentoring others in delivery, while delivering live or virtual education as needed
• drive client satisfaction, retention, and expansion by identifying cross‑sell opportunities within Workplace Wealth Solutions and influencing growth strategy across assigned relationships
• develop a deep understanding of each client’s business, organizational structure, and industry to shape proactive, strategic recommendations and anticipate complex client needs
• collaborate with Financial Advisors supporting retirement plan relationships to ensure a unified and seamless client experience, providing leadership across cross‑functional partners

Job Reference #

337406BR

City

Weehawken

Job Type

Full Time

Your team

You’ll join the Workplace Wealth Solutions (WWS) Retirement Plan Services team in Weehawken, NJ, one of the key growth engines within Global Wealth Management. WWS is a leading provider of retirement, equity compensation, and financial wellness solutions for companies and their employees, offering education and guidance that help drive financial success.

Your expertise

• Ideally, 6+ years in an institutional, client‑facing role at a financial services firm or within a retirement plan consulting environment
• advanced knowledge of investment concepts, fiduciary standards, and retirement plan operations (plan design, payroll integrations, compliance testing, disclosures, etc.)
• demonstrated relationship‑management strength with the ability to influence senior client stakeholders
• proven ability to mentor and guide junior professionals
• excellent verbal and written communication skills
• strong consultative, negotiation, analytical, and problem‑solving capabilities
• FINRA Series 7 and 66
• Chartered Retirement Plan Specialist and/or Investment Management Essentials certificate (or ability to obtain within 120 days)

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New Jersey - Weehawken min USD 140000 - max USD 180000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.

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.