Head, Channel & Prospecting Office
About The Position
UBS is seeking a leader for its GWM US Channel and Prospecting Office, based in New York. The role leads the strategic development of the prospecting and feeder-channel ecosystem to support GWM US’s long-term growth ambitions. It provides strategic advice and implementation support to the Head of GWM US Business Development, division heads, and broader management, and oversees a coordinated, efficient, data-driven approach to partnerships, lead generation, referral management, business intelligence, and growth initiatives across feeder channels. The position manages cross-functional projects and develops team performance through coaching, performance management, and capability building. The role reports directly to the Head of GWM US Business Development and partners closely with US GWM business leaders and divisional leaders across Investment Banking and Asset Management. It is an opportunity to help define how the businesses are scaled and transformed. UBS is open to applications from career returners.
Requirements
- Ideally 15+ years of professional experience, preferably in an in-house corporate development position focused on financial services or at a top management consulting firm.
- Significant background in third-party partnership development, including stakeholder management and development of project vision, structure, and narrative.
- Proven understanding of sales processes, pipeline management, and commercial performance drivers.
- Proven track record of developing strategic partnerships with internal stakeholders and external firms to advance business objectives and accelerate growth.
- Excellent business judgment with strategic, tactical, and communications capabilities.
- Knowledge of the industry landscape supporting prospecting, referral activity, and lead generation across the client acquisition ecosystem.
- Knowledge of the US wealth management industry and products and services provided to key market segments UBS serves.
- Strong coaching skills and demonstrated experience managing and developing motivated, resilient, high-productivity teams while maintaining a strong, positive team culture.
- Curiosity about how AI can improve workflows, with sound judgment in validating outputs and aligning with policies, risk standards, and ethical use.
Nice To Haves
- MBA, CFA, or equivalent advanced degree or qualification.
Responsibilities
- Lead the strategic development of the prospecting and feeder-channel ecosystem to support GWM US’s long-term growth ambitions.
- Provide strategic advice and implementation support to the Head of GWM US Business Development, division heads, and broader management to identify, evaluate, and develop opportunities to strengthen the prospecting and channel ecosystem.
- Oversee the GWM US Channel and Prospecting Office, ensuring a united, efficient, and data-driven approach to partnerships, lead generation, referral management, business intelligence, and growth initiatives across feeder channels.
- Manage multiple cross-functional projects against tight deadlines with discipline and attention to detail.
- Drive team performance through active coaching, performance management, and ongoing capability building.
- Develop and maintain partnerships with internal stakeholders and external firms to advance business objectives and accelerate growth.
Benefits
- UBS offers a range of competitive benefits; details are available at ubs.com/employee-benefits.
- Potential additional variable compensation or awards at UBS’s sole discretion.
- Flexible working options when possible.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
