Business Development Officer

Company: UBS Financial Services
Location: Washington
Posted on: May 24, 2025

Job Description:

http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=325742
Position: Business Development Specialist - Wealth Management
Locations: Baltimore, Conshohocken, Hunt Valley, Mt. Laurel, Newtown, Philadelphia, Princeton, Washington
Job Type: Full Time
Your Role

• Identify key strategies to develop and grow sales, supporting Financial Advisors and Field Leaders in understanding client needs and business opportunities.
  
• Increase revenue, raise awareness, and support point-of-sale execution of trade and product ideas.
  
• Develop and share sales ideas based on market trends, product strategies, and resources.
  
• Host meetings, provide tactical sales ideas, and support client acquisition and retention efforts.
  
• Distribute product-specific advice, prepare sales materials, and coordinate meetings.
  
• Handle profiling, lead follow-up, and collaborate with strategy and analytics teams.
  
  Salary Range
  Washington, Hunt Valley, Baltimore: $110,000 - $157,000. Compensation may include discretionary incentives. For benefits, visit ubs.com/usbenefits.
  Team & Reporting
  Part of the GWM US National Sales team, reporting to the Head of Business Development, based in Weehawken, NJ. Supporting Advisors across multiple locations.
  Required Skills & Qualifications
  

• 
  
• Self-motivated with strong presentation skills.
  
• Proactive, critical thinker, collaborative.
  
• Organized, detail-oriented, able to meet deadlines.
  
• Knowledge of wealth management; Series 7/66 or 7/63/65 licenses required.
  
• Willing to work in-office five days a week and travel as needed.
  
  About UBS
  UBS is a leading global wealth manager with operations in over 50 countries, committed to diversity, inclusion, and employee growth. We value collaboration and support flexible working arrangements.
  Equal Opportunity Statement
  UBS is an Equal Opportunity Employer, promoting diversity and supporting applicants with disabilities throughout the recruitment process.
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Keywords: UBS Financial Services, Harrisburg , Business Development Officer, Other , Washington, Pennsylvania