Referral and Lead Manager

Do you enjoy shaping programs that connect advisors with the right prospects? Are you experienced in building structured frameworks that support growth and improve how organizations 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 outcomes
• Oversee referral activity and lead flow across channels, helping ensure consistent qualification processes and effective routing across the organization
• Build strong relationships with internal stakeholders and external strategic partners to support collaboration and expand referral opportunities
• Provide insights, reporting, and recommendations that help inform strategic decisions and strengthen overall acquisition effectiveness tangibly, in partnership with the internal Business Intelligence team

Your 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 expertise

• 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 and organizational 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.com/careers.

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.