Hailey J. Schwartz
Ardmore,Pennsylvania
Summary
Experienced sales professional with a successful history of driving sales and building client relationships. Proficient in identifying customer needs, providing tailored solutions, and closing deals effectively. Skilled in communication, negotiation, and problem-solving. Strong team player with a proactive approach and a dedication to achieving targets.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Branch Office Administrator, Associate Director
UBS Financial Services
Philadelphia, PA
02.2025 - Current
- Prepares monthly expense reports detailing costs associated with running a branch office.
- Coordinates with cashiers to create the schedule for the Conshohocken operations group.
Associate Market Executive, Associate Director
UBS
Philadelphia, PA
08.2024 - 02.2025
- Led sales strategy for the market, curating content for monthly calls on strategic goals, including cash management, structured notes, tax management, life insurance, and annuities.
- Responsible for driving engagement in UBS' FA Retirement Program, Private Wealth Management, Signature Teaming, and all current firm initiatives.
- Served as an escalation point for advisors and the market's management team to problem-solve and connect different areas of the firm.
- Facilitated the selection, hiring, and onboarding of financial advisors.
- Coordinated with external partners to set up branch and market-wide educational events, including a multi-day Teaming Summit for the best advisors in the market.
Advisor & Client Retention Strategist
UBS
Weehawken, NJ
07.2021 - 08.2024
- Pioneered the strategy and process behind advisor attrition and client retention.
- Guided field leaders across the country through the best practices for client and advisor retention.
- Collaborated with the data analytics team to build models that track attributes of advisors preparing to resign, which allow field leaders to monitor their advisor population for risk factors.
- Developed and executed a communication plan to bring the attrition toolkit to the field.
- Assembled a strong team, including legal, supervision, and administration, to ensure the best outcome when advisors violated policy.
- Modernized the platform that handles the reassignment of an attrited advisor's accounts, which led to a more streamlined process and improved client outcomes.
Regional Annuity Internal Consultant
Nationwide Financial
Columbus, OH
12.2017 - 07.2021
- Covered Bank, Wire, and Independent advisors in Kentucky and Indiana provide clients with retirement income, asset protection, and legacy planning solutions.
- Acquired, grew, and retained strategic relationships, which led to 101% of the goal in 2018 and 113% in 2019.
- Coached advisors to confidently provide their clients with the best solution.
Internal Annuity Sales Analyst
Nationwide Financial
Columbus, OH
07.2016 - 12.2017
- Educated advisors and clients on the features of their annuities.
- Increased customer satisfaction by resolving annuity service issues.
Education
Bachelor of Arts - Strategic Communications, Consumer Science
The Ohio State University
Columbus, OH05.2016
Skills
- Relationship development
- Strategic planning
- Client retention
- Project management
- Detail-oriented
- Competitive analysis
- Sales strategy development
Certification
- Series 6
- Series 7
- Series 66
- Series 9
- Series 10
Timeline
Branch Office Administrator, Associate Director
UBS Financial Services
02.2025 - Current
Associate Market Executive, Associate Director
UBS
08.2024 - 02.2025
Advisor & Client Retention Strategist
UBS
07.2021 - 08.2024
Regional Annuity Internal Consultant
Nationwide Financial
12.2017 - 07.2021
Internal Annuity Sales Analyst
Nationwide Financial
07.2016 - 12.2017
Bachelor of Arts - Strategic Communications, Consumer Science
The Ohio State University