Banking Field Marketing & Communications

Banking Field Marketing & Communications is responsible for developing and executing the go-to-market strategy that equips Financial Advisors, their teams, and Wealth Management Bankers to successfully introduce and grow engagement in new banking products.

Key Responsibilities

Develop and execute the field marketing strategy supporting the firm’s banking business, including checking, savings, and rewards.

Lead advisor and banker go-to-market planning and execution for new bank checking and savings products, capabilities, and enhancements.

Create compelling sales enablement materials including presentations, playbooks, competitive positioning, FAQs, conversation guides, and collateral.

Own field communications strategy, ensuring timely, consistent, and engaging communications across advisor and banker audiences.

Partner closely with Product Management to translate product features into advisor-focused positioning.

Collaborate with WM Communications and Brand teams to ensure consistent messaging across internal channels.

Work closely with Compliance and Legal to deliver compliant communications while maintaining speed to market.

Measure advisor engagement and adoption, using insights to continuously optimize field marketing efforts.

Serve as a strategic thought partner to Banking leadership throughout the evolution of the firm’s banking business.

Your team

Reporting to the Head of Banking Marketing & Communications, this leader will collaborate across Product, Digital, Brand, Compliance, Legal, and Sales leadership to ensure advisors and bankers have the messaging and collateral needed to deliver an exceptional client experience.

Your expertise

Qualifications

Bachelor’s degree required; MBA preferred.

10+ years of marketing, field marketing, sales enablement, or communications experience.

Financial services experience required; banking and wealth management experience strongly preferred.

Demonstrated success leading enterprise go-to-market initiatives.

Exceptional executive communication and presentation skills.

Experience influencing senior stakeholders without direct authority.

Proven ability to manage multiple strategic initiatives in a highly regulated environment.

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.