UBS
Ready to take your career to the next level? As a Sales Manager in the Wealth Advice Center (WAC), you’ll drive performance, and shape strategy—all while honing your leadership skills. Empower others, make impactful decisions, and watch your efforts translate into measurable success. If you’re passionate about sales and thrive in a fast-paced environment, this opportunity will allow you to step into a role where your leadership can truly make a difference.
We are looking for someone who can:
ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients;
demonstrate the ability to inspire and guide teams of Financial Advisors and Team Managers toward achieving shared goals through performance reviews and ongoing feedback;
accountable for driving and executing various business initiatives that are in line with the WAC’s growth plan;
develop and implement strategies to help achieve the WAC’s broader revenue targets;
aggregate external client needs with regard to products, tools and services and act as an interface and filter to product specialists to increase sales effectiveness;
support initiatives with regard to client acquisition and retention;
pursue new opportunities to enhance the WAC’s delivered experience;
work with Senior Leadership and Team Managers to drive a high-performance growth culture;
assist with the overall supervision, management and running of the day-to-day functions of the office;
oversee call center operations to ensure optimal and efficient performance;
Detailed salary information: The salary range for this role is $140,000 to $180,000.
The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.
We are seeking a candidate with:
ideally, 5+ years experience in Sales Leadership or have worked in a similar positions with proven success;
SIE, Series 7, 66, 9/10 licenses required;
a strong desire to build relationships enhancing an established culture;
a deep understanding of financial products, services, and industry trends as well as an ability to use data and analytics to measure success, refine strategies, and optimize processes;
experience addressing problems proactively and will find innovative solutions to meet client and business needs;
ability to think strategically and articulate thoughts in a clear and professional manner and known for driving results and inspiring others to achieve their best;
highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines;
a natural problem-solver who collaborates seamlessly with individuals and teams;
demonstrates a proactive mindset and a strong drive to succeed;
capable of managing projects independently, with a high degree of ownership and responsibility;
able to lead and positively influence others, fostering a productive and supportive environment.
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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