UBS
Financial Advisor Team Manager, UBS Wealth Advice Center
UBS, Florida, New York, United States
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 over 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 that are 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
Your Expertise
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. Our clients are served over the phone by a team of more than 300 professionals including both Financial Advisors and Client Service Associates who work individually with clients to understand their needs and assist them in achieving 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.
Salary Information Weehawken, Seattle, Paramus: the salary range for this role is $120,000 to $160,000. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Job Type Full Time
Job Reference 312231BR
Locations Charlotte, Cincinnati, Houston, Miami, Nashville, Orlando, Palm Beach, Paramus, Phoenix, Seattle, Weehawken
About Us 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. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
Referrals Referrals increase your chances of interviewing at UBS by 2x.
#J-18808-Ljbffr
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 over 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 that are 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
Your Expertise
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. Our clients are served over the phone by a team of more than 300 professionals including both Financial Advisors and Client Service Associates who work individually with clients to understand their needs and assist them in achieving 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.
Salary Information Weehawken, Seattle, Paramus: the salary range for this role is $120,000 to $160,000. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Job Type Full Time
Job Reference 312231BR
Locations Charlotte, Cincinnati, Houston, Miami, Nashville, Orlando, Palm Beach, Paramus, Phoenix, Seattle, Weehawken
About Us 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. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
Referrals Referrals increase your chances of interviewing at UBS by 2x.
#J-18808-Ljbffr