UBS · 4 days ago
Business Development Officer
New York, United States
Full-time
Onsite
Mid Level
$140K/yr - $180K/yrUBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. They are seeking a Business Development Officer to increase revenue growth, develop sales strategies, and support Financial Advisors in understanding client needs and business opportunities.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution
Develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources
Host daily Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines. Support book segmentation and reviews to bolster client acquisition and retention efforts
Understand and distribute ideas, advice on product specific areas e.g., Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities
Prepare sales materials e.g., presentations, campaign content, and product updates and coordinate Advisor/Field Leader meetings, attending as needed
Handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria
Qualification
Required
self-motivated and passionate about the client experience, with solid presentation skills
proactive, critical thinker with a collaborative personality
strong planner focused on organization and details, with no problem delivering against tight deadlines
strong understanding of the wealth management business
the National Sales team is geographically diverse with a concentration of tri-state area-based employees
Series 7/66 or 7/63/65 required
role may require travel to different local branch offices
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
Founded in 1998
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-14
2026-01-14
2026-01-14
Company data provided by crunchbase