Head of Insurance & Annuity Solutions, Americas

Your role

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

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.

Your team

You will join the US Investment Solutions team within CIO & Investment Management Americas, working alongside senior leaders responsible for Advisory Platform & Sales, Manager Due Diligence, and Wealth Planning.
In this role, you will lead a team of Insurance and Annuity Product and Sales Specialists who partner closely with UBS Financial Advisors, delivering solutions and expertise across the platform while collaborating with key internal and external stakeholders.

Your expertise

• bachelor’s degree (required)
• ideally 10+ years of experience in financial services, with strong exposure to insurance and annuity solutions
• required licenses: SIE, Series 7, Series 66 (or equivalent), and Series 24 (or ability to obtain within 60 days), Life & Health Insurance license
• strong track record in insurance and annuity solutions, including fixed, variable, and private placement annuities, as well as a broad suite of insurance products (life, disability, P&C, PPLI, long-term care, and business solutions)
• exceptional communication and influencing skills, with the ability to engage stakeholders at all levels, including senior leadership

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.