Jane Schwartzberg leads the UBS Strategic Client Segments team for WM USA, which was established to develop a strategy for and execute on growth within the Firm’s highest potential client segments. These key segments include Business Owners, Wealth Inheritors and Women. Her business is focused on serving UBS’s ~6,500 Financial Advisors and the clients they have within these three segments, by helping to address their unique needs and financial goals over their lifetimes. Before this new role, Jane led Field Leader Development and Advisor Team Development for UBS, driving the direction of training and professional development for managers and Financial Advisors across the country. Prior to that, Jane ran the Client and Financial Advisor Experience for the UBS Mortgage Program. Over her almost decade with UBS, Jane has led various teams through tremendous growth while also leading by example by bringing both passion and compassion to the workplace.
Jane’s current position as the Head of Strategic Client Segments draws upon the extensive experience she has cultivated in all stages of companies’ business growth and development. Over her career, she has developed a strong understanding of the importance and value of strategic thinking, coupled with impeccable leadership and execution skills, to meaningfully drive business results. Upon graduating from college, Jane worked as a financial analyst in the Mergers and Acquisitions/Corporate Finance group of Lazard Freres & Co. After attending business school, she was COO and then a co-founder of several software start-up companies. One of the companies, which sold database optimization software, was successfully sold to Computer Associates.
In 2013, Jane published her memoir, co-written with Marcy Tolkoff-Levy, called Naked Jane Bares All, where she recounts her many-year battle with breast cancer and reflects on the importance of resilience in the face of great adversity. In November 2014, Jane was inducted into the YWCA Academy of Women Leaders for her role in setting an example for women throughout her firm and the financial services industry. She proudly serves on the Board of dearworld.org, which seeks to bring healing to communities around the world through photography and storytelling. Jane is often quoted in numerous media outlets including Bloomberg, CNN, and the Wall Street Journal.
Jane is a summa cum laude graduate of Barnard College, Columbia University and earned an MBA from the Stanford University Graduate School of Business. Jane lives in Montclair, New Jersey with her husband and two children.
