Retirement Benefits Consultant, Workplace Wealth Solutions

UBS•New York, NY

11d•$120,000 - $160,000•Hybrid

About The Position

This role is within the Workplace Wealth Solutions Sales Team, focused on driving retirement and financial wellness sales and retention. The consultant will provide expert sales support to Financial Advisors, leveraging knowledge of the retirement industry and UBS's capabilities. They will engage with advisors remotely and in person to identify opportunities, educate on WWS products, and develop sales strategies for their assigned territory. The role involves partnering with recordkeeping and investment firms, supporting advisors through the sales journey, conducting proactive outreach, tracking activity in sales CRM, and collaborating with program management teams. The consultant will also participate in education sessions to deepen knowledge and identify sales opportunities. Applications are open until September 11, 2026. UBS is also open to applications from career returners through their 'Your Career Comeback' program.

Requirements

Bachelor's degree in business or equivalent experience
Ideally, 4+ years of experience supporting institutional clients and/or Financial Advisors
Detailed knowledge of retirement plans, including 401(k) plans
Good understanding of retirement consulting services, recordkeeping and other services providers
Specific knowledge of investment products including mutual Funds, CITs, and separate accounts
Excellent verbal and written communication and presentation skills
Strong problem solving skills and ability to travel
Series 7 and 66 licensed (or 63 and 65)
Strategic thinker able to understand and prioritize client needs as well as curious and passionate striving for constant improvement
Committed to driving value for clients and effectively manage client expectations
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.

Nice To Haves

CRPS or other industry designation a plus

Responsibilities

Provide expert sales support to Financial Advisors by leveraging knowledge of the retirement industry and UBS retirement and financial wellness capabilities and tools.
Engage with Financial Advisors both remotely and in person to identify WWS opportunities within their current book or through prospecting efforts.
Educate and promote the value of WWS products to Financial Advisors and the benefits they can provide to their clients.
Develop Sales strategy for assigned territory to achieve WWS goals and coordinate with field management to host Regional, Market and Branch level meetings.
Partner with key recordkeeping and investment firms to support financial advisors as well as support Retirement Plan Consultants with partnering opportunities, sales presentations and RFPs to help close business in an effective and efficient manner.
Work with non-specialist Financial Advisors on WWS opportunities and support them through the sales journey, including discovery, product alignment and finals presentations.
Conduct proactive outreach in support of strategic business priorities and other initiatives as well as track all activity leveraging sales CRM and other tools; participate in periodic business meetings to communicate impact and success stories.
Collaborate effectively with retirement and financial wellness program management teams; provide feedback to program management and communicate accurate program information to Financial Advisors; provide feedback on program development initiatives, sales communications and marketing materials.
Participate in education sessions with recordkeepers and other industry providers to deepen knowledge and identify ways to increase sales.