Strategic Partnerships and Client Acquisition Manager

UBS•Weehawken, NJ

12d•$120,000 - $145,000

About The Position

The Strategic Partnerships and Client Acquisition Manager supports the development and execution of external partnership initiatives that enhance advisor prospecting and client acquisition. The role helps shape partnership models and coordinate workflows for prospect identification, intake, qualification, routing, advisor engagement, and conversion into client relationships. It also supports partnership evaluation and ongoing relationship management through research, analysis, outreach, and preparation of materials. Based in New York, the position is part of the GWM US Channel and Prospecting Office and supports the Head of Channels Development. The role works closely with US GWM business leaders and internal stakeholders to advance client acquisition initiatives, expand the strategic partnership ecosystem, and develop repeatable launch playbooks covering prospect experience, communications, operations, and success tracking.

Requirements

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, including 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 served by UBS.
Excellent communication and relationship-building capabilities, with comfort engaging internal stakeholders and external partners.
Curiosity about using AI to improve workflows, with sound judgment in validating outputs and aligning with policies, risk standards, and ethical use.

Responsibilities

Support the development and coordination of partnership initiatives with external organizations, including firms in fintech, hedge funds, AI, professional services, and other high-value prospecting ecosystems.
Help design and coordinate end-to-end partnership models for prospect identification, intake, qualification, routing, advisor engagement, and conversion into client relationships.
Assist with evaluating, managing, and maintaining strategic external partnerships through outreach, analysis, materials preparation, and structured relationship support.
Identify, track, and maintain a 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 GWM partners to coordinate execution and expand the prospecting ecosystem.
Work with key stakeholders to support repeatable playbooks for new partnership launches, including prospect experience design, communication flows, operational requirements, and success tracking.