Brian Ross Email & Phone Number

New York, NY, US

New York, New York, United States

Helping organizations deliver better retirement benefits.

Greater New York City Area

As an Associate Account Executive, I identify opportunities to enhance retirement plans for nonprofit and for-profit organizations; designing plans to allow these organizations to better deliver on the retirement goals of employees at all levels. Leveraging previous experience in opportunity analysis and relationship management, I work with organizational.

New York City Metropolitan Area

The Total Rewards Special Interest Group is a sub-committee of NYC SHRM focused on the Total Rewards and Benefits space, exploring new initiatives and legislation impacting the industry, and delivering educational content and resources to NYC SHRM members.

New York, New York, United States

As a member of the Advisory Committee, we support The Door's Board of Directors and its strategic initiatives to aid in its mission of delivering services to the underprivileged youth of New York City.

Weehawken, NJ

I oversaw the UBS Wealth Management America insurance sales distribution model, accounting for approximately $70+ million in gross revenue annually. This included managing all third party General Agent sales partner relationships and acting as a liaison between their underlying point of sale and UBS field leadership to foster relationship building and.

Weehawken, NJ

I oversaw the distribution and delivery of approximately $150 million in client premium and $30 million in commission monthly for over 6,500 UBS Financial Advisors throughout the United States. Enhancing efficiencies and ensuring cost effectiveness remained priorities in this role, where I coordinated with internal and external Business, Legal, Compliance.

Weehawken, NJ

I directed multiple personnel groups in various locations to ensure the efficiency and accuracy of all day to day insurance and annuity operations while motivating and mentoring employees to foster growth. Maintaining existing partner synergies and cultivating relationships with potential new partners remained a primary focus in this role.

Weehawken, NJ

I identified and facilitated insurance and annuity project initiatives to improve efficiency by analyzing business processes, proposing enhancements, outlining deliverables, and coordinating release and implementation with internal and external business partners across various groups.

Weehawken, NJ

I oversaw the relationships with all insurance and annuity carrier partners approved for or onboarding to the UBS platform while supervising the offshore trading operations and commission operations teams.

Weehawken, NJ

I coordinated Financial Advisor compensation with insurance and annuity carriers to ensure commission payments were accurately credited while resolving any discrepancies or adjustments within the confines of FINRA regulations.