Head of Insurance & Annuity Solutions, Americas — UBS

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Are you a strategic leader with deep expertise in insurance and annuity solutions? We’re looking for somebody to lead our Insurance & Annuity Solutions business across the Americas, shaping the future of our platform and delivering a differentiated, advisor-centric experience. In this role, you’ll set the strategic direction and drive the continued growth of our insurance and annuity offering. You’ll lead high-performing product and sales specialist teams, ensuring seamless delivery, strong adoption, and an integrated approach to wealth solutions for our clients and financial advisors.

You will

• provide leadership across Insurance & Annuity product and sales specialist teams, fostering a high-performance culture and supporting talent development
• drive the execution of strategic priorities and key initiatives aligned to broader business objectives
• act as a representative for the business, partnering with internal and external stakeholders at all levels
• partner with leadership across the firm to identify opportunities for growth, scale, and operational efficiency
• support field leadership and financial advisors by delivering expert guidance, tools, and hands-on leadership
• represent Insurance & Annuity Solutions in firm-wide initiatives, ensuring alignment with business priorities
• lead and optimize the end-to-end education and sales lifecycle, enhancing advisor engagement and client experience
• oversee the development and growth of Private Placement Insurance and Annuity solutions, ensuring strong integration within the broader platform
• champion the adoption of technology and tools to improve efficiency, scalability, and service delivery
• resolve complex service challenges and proactively mitigate risks impacting sales and client outcomes
• design and deliver training and education programs to ensure a consistent, advisor-friendly experience
• partner with Marketing to develop and execute initiatives that drive awareness, engagement, and growth
• collaborate cross-functionally with Central Supervision, Operations, Licensing, IT, and other key partners to ensure seamless execution