What are the responsibilities and job description for the Partnerships and Lead Generation support position at UBS?
Job Type
Full Time
Job Reference #
337522BR
City
Weehawken
Key Responsibilities
Do you enjoy building strategic partnerships, shaping third-party collaboration models, and supporting programs that improve advisor prospecting and client acquisition? Are you energized by shaping execution and working with external firms and internal stakeholders to turn partnership opportunities into business growth?
We’re looking for someone like that who can:
Located in New York, you will be part of the GWM US Channel and Prospecting Office supporting the Head of Channels Development. You will work in close partnership with US GWM business leaders to advance the execution of initiatives that enhance client acquisition effectiveness and support the expansion of strategic external partnerships.
Your Skills And Experience
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:
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.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
Full Time
Job Reference #
337522BR
City
Weehawken
Key Responsibilities
Do you enjoy building strategic partnerships, shaping third-party collaboration models, and supporting programs that improve advisor prospecting and client acquisition? Are you energized by shaping execution and working with external firms and internal stakeholders to turn partnership opportunities into business growth?
We’re looking for someone like that who can:
- Support the development and coordination of partnership initiatives with external organizations, including firms across fintech, hedge funds, AI, professional services and other high-value prospecting ecosystems
- Help design and coordinate end-to-end partnership models that support prospect identification, intake, qualification, routing, advisor engagement, and conversion into client relationships
- Assist in evaluating, managing, and maintaining strategic external partnerships through outreach, analysis, materials preparation, and structured relationship support
- Proactively identify, track, and maintain prioritized pipeline of potential partnership opportunities, including initial research and ongoing monitoring
- Prepare insights, summaries, and analytical materials to support strategy development, business cases, and partnership evaluations
- Collaborate with internal partners across GWM to drive coordinated execution and expand the broader prospecting ecosystem and work with key stakeholders to support the creation of repeatable playbooks for new partnership launches, including prospect experience design, communication flows, operational requirements, and success tracking.
Located in New York, you will be part of the GWM US Channel and Prospecting Office supporting the Head of Channels Development. You will work in close partnership with US GWM business leaders to advance the execution of initiatives that enhance client acquisition effectiveness and support the expansion of strategic external partnerships.
Your Skills And Experience
- ideally 4–7 years of experience in consulting, strategy, partnerships, business development, or corporate development
- Experience supporting externally facing initiatives or components of partnership, vendor, or prospecting programs
- Strong project management and organizational skills with the ability to structure workstreams and manage multiple priorities
- Knowledge of the US wealth management industry and the products and services provided to key market segments that UBS serves
- Excellent communication and relationship building capabilities, with comfort engaging both internal stakeholders and external partners
- You’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
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 105000 - max USD 130000 /annum
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.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
Salary : $105,000 - $130,000