Equity Plan Sales Executive, Workplace Wealth Solutions - Military Veterans
at UBS Financial Services, Inc.
Do you have a passion for excellence and success? Are you driven by the desire to support the development of new business channels? Do you enjoy the challenge of collaborating with different teams within an organization to drive them all to a common goal of high client satisfaction? Do you thrive on being an equity plan subject matter expert and implementing the best solutions for your clients? We are looking for someone like you who can:
· develop and close a pipeline of Fortune 250 and large pre-IPO companies on the Workplace solution
· represent UBS to equity plan prospects and customers while cultivating and maintaining decision maker relationships within large companies, focusing on HR departments, executives, and employee stock plan administrators
· generate strategic, long-term close plans for prospects and rally internal business partners to partner throughout the sales process
· represent sales efforts to senior executives at UBS and partner with senior executives where appropriate to assist in deal progression and closing
· lead prospect negotiations and align with UBS legal and compliance organizations to ensure a successful closing
· team up with our marketing organization on events and account-based marketing plans for target prospects as well as collaborate with other internal counterparts to ensure a complete solution for equity plan prospects and clients
· analyze sales data and performance metrics to evaluate the effectiveness of strategies and identify areas for improvement
· identify issues that need to be resolved and collaborate on solutions as well as develop a direct knowledge of all UBS equity plan systems and setup procedures
Charlotte, IA
At UBS Financial Services, we appreciate our veterans and are committed to providing opportunities in Financial Services. That‘s why we‘re interested in meeting talented individuals like you for our customized post-military programs!
Veterans Associate Program (VAP):
- 22-Week Internship in-person NYC/NJ (Apply now through Sept 1, 2024)
- Provide tailored training, development, networking and mentoring opportunities for degreed transitioning veterans
- Divisionally aligned rotations across Global Wealth Management, the Investment Bank and Asset Management
- Key hiring areas: Global Wealth Management, Investment Banking, Asset Management
Enlisted Veterans Apprenticeship Program (EVAP):
- Provide tailored training and development for transitioning veterans pursuing their degree
- Full time apprenticeship across Wealth Advice Center and Group Functions
- Key hiring areas: Wealth Advice Center, Risk, Compliance, Wealth Management Operations, Investment Bank Operations and Corporate Functions opportunities.
Military Spouse Program
- Provide hybrid and remote full-time opportunities to the spouses of active-duty service members
- Tailored training and development for military spouses
- Opportunities across all business divisions
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Apply today!