Checking and Savings Client & Field Specialist

Your role

The Checking and Savings Client and Field Incentives Specialist will be part of the Deposits business team within UBS Wealth Management Banking Group assisting in overseeing deposits and money movement related to build and execution of UBS Bank USA (BUSA) Checking and Savings Accounts and UBS Financial Services Inc. Cash Management accounts.

• Assist the team in developing incentive design for clients and the field including Advisors and Bankers, balancing the need to be competitive vs regulatory and risk requirements and financial business case
• Partner with internal teams to conduct market research to have an accurate and complete picture of the competitive landscape that can then be helpful to enhance the UBS offering.
• Build and maintain financial models, forecasting and reporting around the incentives program.
• Assist in front office communication and training on the deposit incentive design and updates.
• Assist the team on critical projects as needed
• Assist the team in testing and managing rollouts to clients and the field
• Demonstrate:
  • Subject matter expertise in bank deposits.
  • Partnering and relationship building capabilities with the front office teams.
  • Ability to partner with large cross-sectional teams.
  • Proficiency with Microsoft Office applications with a specific focus on Excel and Power Point
  • Strong problem-solving skills and thinking out of the box to come up with creative solutions with a strong attention to detail.

Detailed salary information
:
Weehawken: the salary range for this role is $140000 to $180000. The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

As part of the Deposits team, you will be a member of a small cohesive group that drives GWM Banking US deposits strategies and leads end-to-end buildout of product solutions for UBS Bank USA (BUSA) Checking and Savings accounts. You will play a key role in building the bank and developing new retail banking solutions for clients of WM USA.

• Education – a university degree, MBA and/or ideally 10 years of experience
• Ideally 5+ years of banking focused on wealth client banking services, savings & deposits products
• Deposit product knowledge and experience in a Bank
• Excellent understanding of financials and trade-offs related to incentives
• Works well with data analytics
• Strong leadership, execution and collaboration skills

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

US Only:
The expected salary range for this role is $140000 to $180000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see "Your role" section for detailed salary information.

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 accommodations/adjustments throughout our recruitment process, you can always contact us.

UBS Business Solutions SA
UBS Recruiting

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.