Mortgage Fulfillment Lead - US
at UBS
Posted 6 hours ago
No clicks
- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
**Mortgage Fulfillment Lead - US: Drive Sales, Leverage Expertise in Asset Classes** Lead mortgage fulfillment, bridging senior management, product specialists, and financial advisors. UBS seeks a proactive professional to drive sales, provide investment advice, and maximize global franchise benefits. Key responsibilities include discussing product details, consulting with advisors, and collaborating with managers to promote and sell UBS AM solutions across wirehouses, RIAs, and IBDs. Manage third-party platform products, analyze sales data, and assist in sales pitches and portfolio reviews. Enhance industry and product knowledge to effectively communicate key UBS AM initiatives. Proven expertise across asset classes and markets, plus a consultative approach, are essential for this experienced role.
| Do you have the ability to interface with senior home office relationship manager, product specialists and financial advisors; can you discuss product details and help drive a sales process; can you provide holistic investment advice on a wide range investment solutions? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have the intellectual curiosity and financial acumen to consult with financial advisors to help them develop financial solutions to solve their clients problem? partner with Client Relationship Managers to help promote and sell UBS AM solutions at wirehouse, RIAs and IBDs. • manage products onboarded at third party paltforms • work with manager research team to research and recommend UBS AM investment solutions • analyze sales and industry information to help inform sales strategies • collaborate with UBS AM investment teams to deliver the entire product suite and AM capabilities to Financial Advisors and clients • assist in sales pitches, portfolio reviews, proposal decks, operational resolution and provide market updates to Home Office Key Account Managers, Financial Advisors and clients. • develop and enhance industry and product knowledge in order to effectively communicate and understand UBS AMs key initiatives. • become a specialist in various products/solutions to help drive the teams growth strategy and ambitions in the channel | Show more Associate Client Relationship Manager |
