Net New Money Promotion Program Manager

Do you enjoy shaping programs that influence business growth? Are you energized by developing campaigns and strategic initiatives that drive new client acquisition and help teams engage prospects more effectively?

We’re looking for someone like that who can:

• Support the development, planning, and execution of firmwide net-new-money initiatives, including promotional offers, incentives, campaigns, and targeted prospecting efforts
• Evaluate growth opportunities and develop strategic recommendations that inform campaign prioritization, investment decisions, and campaign execution
• Coordinate campaign logistics including timelines, messaging inputs, tracking needs, and communication to the field to ensure smooth and consistent delivery
• Work with internal partners to gather requirements, refine campaign concepts, and support end‑to‑end execution
• Manage performance tracking for campaigns and promotions, partnering closely with Business Intelligence to monitor outcomes and identify opportunities to improve effectiveness
• Assist with the development of materials that help advisors and clients understand how to use campaign tools and take advantage of promotional programs

Your team

Located in New York, you will be part of the GWM US Channel and Prospecting Office supporting the Head of Partnerships and Lead Generation. You will work in close partnership with US GWM business leaders and aligned product teams to help deliver growth initiatives, prospecting campaigns, and promotional programs.

Your expertise

• ideally 4–7 years of experience in marketing strategy, campaign management, commercial program design, or sales‑enablement roles
• Demonstrated experience developing or coordinating end-to-end strategic campaigns and promotions within a growth‑oriented environment
• Strong analytical skills, with the ability to assess performance, identify insights, and translate them into actionable recommendations
• Strong organizational skills and comfort managing multiple workstreams with discipline
• Knowledge of strategic marketing and campaign development principles, with the ability to shape effective acquisition-focused programs
• 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.