Referral and Lead Manager

United States

• New Jersey
  Business development
  Global Wealth Management
  Job Reference #
  337523BR
  City
  Weehawken
  Job Type
  Full Time
  Key responsibilities
  Do you enjoy shaping programs that connect advisors with the right prospects? Are you experienced in building structured frameworks that support growth and improve howanizations manage referrals and lead flow?
  We're looking for someone like that who can:
  
• 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 oues
  
• Oversee referral activity and lead flow across channels, helping ensure consistent qualification processes and effective routing across theanization
  
• Build strong relationships with internal stakeholders and external strategic partners to support collaboration and expand referral opportunities
  
• Provide insights, reporting, and rmendations that help inform strategic decisions and strengthen overall acquisition effectiveness tangibly, in partnership with the internal Business Intelligence team
  Your Career Comeback
  We are open to applications from career returners.

Find out more about our program on ubs/careeeback.

The team

Located in New York, you will be part of the GWM US Channel and Prospecting Office reporting to the Head GWM US Channel and Prospecting Office. You will work in close partnership with US GWM business leaders to enhance our referral activities and lead funnel management.

Your skills and experience

• 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 in designing or managing structured programs (e.g., eligibility, incentives, governance)
  
• Strong analytical andanizational 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 process
  
• Knowledge of the US wealth management industry and the products and services provided to key market segments that UBS serves
  
• You're 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
  About us
  UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.

We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States
• New Jersey
• Weehawken min

USD 140000

• max

USD 180000

/annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range ofpetitive benefits and for further information, please visit ubs/employee-benefits. We may, at our sole discretion, provide additional variablepensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wver they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We'remitted to disability inclusion and if you need reasonable amodation/adjustments throughout our recruitment process, you can always contact us.

Details

UBS Business Solutions SA

UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.