Referral and Lead Manager

UBS•Weehawken, NJ

13d•$140,000 - $180,000

About The Position

The Referral and Lead Manager will lead the development and management of referral programs across GWM US, establishing clear structures and incentives aligned with broader business goals. The role supports the evolution of partnership, referral, and lead management frameworks by identifying opportunities to simplify processes, increase visibility, and improve acquisition outcomes. The position oversees referral activity and lead flow across channels, supporting consistent qualification and effective routing. It builds relationships with internal stakeholders and external strategic partners, and provides insights, reporting, and recommendations to inform strategic decisions and improve acquisition effectiveness in partnership with the internal Business Intelligence team. Located in New York, the role is part of the GWM US Channel and Prospecting Office and reports to its Head. The position works closely with US GWM business leaders. UBS is open to applications from career returners through its Career Comeback program.

Requirements

Ideally 6–10 years of experience in program management or sales operations roles, with a proven ability to refine workflows and strengthen effectiveness.
Demonstrated experience designing or managing structured programs, such as eligibility, incentives, and governance.
Strong analytical and organizational skills to oversee referral and lead flow activity.
Experience collaborating with internal stakeholders and external partners to ensure clear alignment and execution of referral and lead management processes.
Knowledge of the US wealth management industry and the products and services provided to key market segments served by UBS.
Curiosity about using AI to improve, deliver, and optimize workflows, with sound judgment to validate outputs and align with policies, risk standards, and ethical use.

Responsibilities

Lead the development and management of referral programs across GWM US, ensuring clear structures, incentives, and alignment with broader business goals.
Support the evolution of partnership, referral, and lead management frameworks by identifying opportunities to simplify processes, enhance visibility, and improve acquisition outcomes.
Oversee referral activity and lead flow across channels, helping ensure consistent qualification processes and effective routing across the organization.
Build relationships with internal stakeholders and external strategic partners to support collaboration and expand referral opportunities.
Provide insights, reporting, and recommendations in partnership with the internal Business Intelligence team to inform strategic decisions and strengthen acquisition effectiveness.