UBS
Financial Advisor Team Manager, UBS Wealth Advice Center
UBS, Charlotte, North Carolina, United States, 28245
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 (WAC) emerging affluent and core affluent clients
work with Sales Managers and Financial Advisors to drive a high‑performance growth culture and be responsible for driving and executing various business initiatives that are in line with the WAC’s growth plan
assist Sales Managers in the overall supervision, management and running of the day‑to‑day functions of the office
coach and train Financial Advisor expertise and capabilities in areas such as platform knowledge, research, tool usage, retirement planning, business excellence training, and solutions that are critical to the WAC's ability to deliver an excellent client experience
manage all service center‑like aspects to ensure things run smoothly, including escalated matters
develop the Wealth Advice Center staff by assessing job performance and providing honest feedback
work with individual team members of the staff to problem‑solve and answer Financial Advisor questions in a timely manner
promote a culture of ongoing learning & development
Qualifications
a Bachelor's degree
SIE, Series 7, 66, 9, and 10 licenses required
experience managing others or have worked in a similar position
strong track record of success in previous positions
excellent problem solver and collaborate well with other people and teams
proficient with Microsoft Suite Applications, including Outlook, Word & Excel
demonstrate self‑confidence and driven with a proactive mindset
able to manage projects independently while assuming a high level of responsibility
Salary information US Only: The expected salary range for this role is $105,000 to $130,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level.
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.
Disclaimer / Policy statements 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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ensure proper execution of the client experience for UBS Wealth Advice Center (WAC) emerging affluent and core affluent clients
work with Sales Managers and Financial Advisors to drive a high‑performance growth culture and be responsible for driving and executing various business initiatives that are in line with the WAC’s growth plan
assist Sales Managers in the overall supervision, management and running of the day‑to‑day functions of the office
coach and train Financial Advisor expertise and capabilities in areas such as platform knowledge, research, tool usage, retirement planning, business excellence training, and solutions that are critical to the WAC's ability to deliver an excellent client experience
manage all service center‑like aspects to ensure things run smoothly, including escalated matters
develop the Wealth Advice Center staff by assessing job performance and providing honest feedback
work with individual team members of the staff to problem‑solve and answer Financial Advisor questions in a timely manner
promote a culture of ongoing learning & development
Qualifications
a Bachelor's degree
SIE, Series 7, 66, 9, and 10 licenses required
experience managing others or have worked in a similar position
strong track record of success in previous positions
excellent problem solver and collaborate well with other people and teams
proficient with Microsoft Suite Applications, including Outlook, Word & Excel
demonstrate self‑confidence and driven with a proactive mindset
able to manage projects independently while assuming a high level of responsibility
Salary information US Only: The expected salary range for this role is $105,000 to $130,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level.
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.
Disclaimer / Policy statements 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