
Open role
Business Development Officer
UBS

UBS
Posted 2026-08-18
About the role
City San Francisco Job Type Full Time Country / State United States - California Function Category Business development 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. Your team You will be part of the GWM US National Sales team, reporting to Head, Business Development based in Weehawken, NJ. This team acts as trusted advisor to our Field Leaders and Financial Advisors. We will drive our priorities by mobilizing around critical partners to leverage resources, thought leadership and best practices. You will be based in San Francisco, CA, supporting Advisors in San Francisco, Walnut Creek, Menlo Park, San Jose, Sacramento, Carmel, Marin County, San Mateo, Los Gatos, Napa, and Palo Alto. Your expertise • self-motivated and passionate about the client experience, with solid presentation skills • proactive, critical thinker with a collaborative personality • strong planner focused on organization and details, with no problem delivering against tight deadlines • strong understanding of the wealth management business • the National Sales team is geographically diverse with a concentration of tri-state area-based employees • Series 7/66 or 7/63/65 required • role may require travel to different local branch offices • 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.com/careers. Your Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback. Salary information The indicative gross base salary range as a full-time equivalent role: • United States - California - San Francisco 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.
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