UBS
Financial Advisor Team Manager, UBS Wealth Advice Center
UBS, Cincinnati, Ohio, United States, 45208
Financial Advisor Team Manager, UBS Wealth Advice Center
Company:
UBS
Your Role Are you a confident decision maker and problem solver? Do you lead by example? Do you enjoy managing people and have the ability to influence people around you in a positive and professional way? We’re looking for someone like you who can:
Ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients; the UBS Wealth Advice Center's 250+ Financial Advisors serve 300,000 clients with aggregate assets of $20Bn.
Demonstrate the ability to inspire and guide a team toward achieving shared goals through performance reviews and ongoing feedback.
Coach and develop Financial Advisors in areas such as platform knowledge, research, tool usage, retirement planning, business excellence training, and solutions critical to the WAC's ability to deliver an excellent client experience.
Be held accountable for driving and executing various business initiatives that are in line with the WAC’s growth plan.
Work with Senior Leadership and Financial Advisors to drive a high‑performance growth culture.
Qualifications
A Bachelor's degree.
SIE, Series 7, 66 and 9/10 licenses.
Ideally, 3+ years experience in a relevant role.
Experience managing others or have worked in a similar position with proven success.
A strong desire to build relationships enhancing an established culture.
Excellent written and verbal communication skills.
Ability to think strategically and articulate thoughts in a clear and professional manner.
Known for driving results and inspiring others to achieve their best.
A natural problem‑solver who collaborates seamlessly with individuals and teams.
Demonstrates a proactive mindset and a strong drive to succeed.
Able to lead and positively influence others, fostering a productive and supportive environment.
Your Team 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. Our team currently serves over 200,000 clients and is supported by more than 300 professionals, including Financial Advisors and Client Service Associates, who work individually with clients to understand their needs and help them achieve their goals. You’ll be working as part of the leadership team managing Financial Advisors and will play a critical role in mentoring and guiding them to achieve their performance targets while delivering an excellent client experience.
Job Details
Job Type:
Full Time
Reference #:
312231BR
Locations:
Charlotte, Cincinnati, Houston, Miami, Nashville, Orlando, Palm Beach, Paramus, Phoenix, Seattle, Weehawken
Seniority Level:
Not Applicable
Industries:
Banking, Financial Services, and Investment Banking
Salary Information US Only: The expected salary range for this role is $120,000 to $160,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. The role may also be eligible for discretionary incentive compensation.
Benefits To learn more about benefits, please visit
ubs.com/usbenefits .
About UBS 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.
Equal Opportunity Employer 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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UBS
Your Role Are you a confident decision maker and problem solver? Do you lead by example? Do you enjoy managing people and have the ability to influence people around you in a positive and professional way? We’re looking for someone like you who can:
Ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients; the UBS Wealth Advice Center's 250+ Financial Advisors serve 300,000 clients with aggregate assets of $20Bn.
Demonstrate the ability to inspire and guide a team toward achieving shared goals through performance reviews and ongoing feedback.
Coach and develop Financial Advisors in areas such as platform knowledge, research, tool usage, retirement planning, business excellence training, and solutions critical to the WAC's ability to deliver an excellent client experience.
Be held accountable for driving and executing various business initiatives that are in line with the WAC’s growth plan.
Work with Senior Leadership and Financial Advisors to drive a high‑performance growth culture.
Qualifications
A Bachelor's degree.
SIE, Series 7, 66 and 9/10 licenses.
Ideally, 3+ years experience in a relevant role.
Experience managing others or have worked in a similar position with proven success.
A strong desire to build relationships enhancing an established culture.
Excellent written and verbal communication skills.
Ability to think strategically and articulate thoughts in a clear and professional manner.
Known for driving results and inspiring others to achieve their best.
A natural problem‑solver who collaborates seamlessly with individuals and teams.
Demonstrates a proactive mindset and a strong drive to succeed.
Able to lead and positively influence others, fostering a productive and supportive environment.
Your Team 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. Our team currently serves over 200,000 clients and is supported by more than 300 professionals, including Financial Advisors and Client Service Associates, who work individually with clients to understand their needs and help them achieve their goals. You’ll be working as part of the leadership team managing Financial Advisors and will play a critical role in mentoring and guiding them to achieve their performance targets while delivering an excellent client experience.
Job Details
Job Type:
Full Time
Reference #:
312231BR
Locations:
Charlotte, Cincinnati, Houston, Miami, Nashville, Orlando, Palm Beach, Paramus, Phoenix, Seattle, Weehawken
Seniority Level:
Not Applicable
Industries:
Banking, Financial Services, and Investment Banking
Salary Information US Only: The expected salary range for this role is $120,000 to $160,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. The role may also be eligible for discretionary incentive compensation.
Benefits To learn more about benefits, please visit
ubs.com/usbenefits .
About UBS 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.
Equal Opportunity Employer 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.
#J-18808-Ljbffr