United States - New York

Business development

Global Wealth Management

Your role

Are you experienced in deriving insights and identifying patterns from data that inform decision-making? Do you enjoy shaping those patterns into recommendations that support strategic priorities across the firm?

We’re looking for an individual to lead our GWM US Business Intelligence function:

• Lead the development of a comprehensive analytics framework that strengthens visibility into prospecting channel performance and effectiveness, and advisor engagement across the prospecting funnel
• Support strategic planning and prioritization by developing management reporting, dashboards, and analyses that inform decision‑making
• Identify opportunities to streamline processes and enhance the overall effectiveness of the prospecting ecosystem
• Partner with teams across the organization to ensure the right data is collected, connected, and translated into meaningful insights

Job Reference #

335909BR

City

New York

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

Located in New York, you will be part of the GWM US Channel and Prospecting Office reporting to the Head of GWM US Channel and Prospecting Office. You will work in close partnership with US GWM business leaders, as well as other divisional leaders across our IB and AM businesses to strengthen visibility, insights, and performance management across our prospecting efforts.

Your expertise

• ideally 6–10 years of experience in business intelligence, analytics, or data‑driven strategy roles, ideally within financial services
• Demonstrated ability to lead a firmwide analytical and prospecting suite, translating complex data into clear narratives, and guiding stakeholders toward data‑informed decisions
• Experience working with data, technology, or analytics partners to shape requirements, ensure data integrity, and support model, dashboard, or analytical asset development
• Strong communication and synthesis skills, with the ability to present insights, trends, and recommendations to senior leaders in a clear and structured manner
• Knowledge of the US wealth management industry and the products and services provided to key market segments that UBS serves

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.com/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York 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 of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation 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, wherever 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’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.