UBS
Join to apply for the
Financial Advisor Team Manager, UBS Wealth Advice Center
role at
UBS
3 weeks ago Be among the first 25 applicants
Join to apply for the
Financial Advisor Team Manager, UBS Wealth Advice Center
role at
UBS
Get AI-powered advice on this job and more exclusive features.
Job Reference # 312231BR
Job Type Full Time
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 others positively and professionally? 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 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 service delivery.
Be accountable for driving and executing various business initiatives aligned with the WAC’s growth plan.
Collaborate with Senior Leadership and Financial Advisors to foster a high-performance growth culture.
Salary Information San Francisco, Minneapolis, El Segundo: the salary range for this role is $135,000 to $175,000.
The expected salary as of the posting date depends on experience, qualifications, education, location, and skills. This role may also be eligible for discretionary incentives. For benefits info, visit ubs.com/usbenefits.
Your team The UBS Wealth Advice Center, located in Weehawken, NJ, and Charlotte, NC, provides advice and guidance to emerging affluent clients through a hybrid digital experience. Our team of over 300 professionals, including Financial Advisors and Client Service Associates, serves more than 200,000 clients, helping them achieve their financial goals.
You will be part of the leadership team managing Financial Advisors, mentoring them to meet performance targets and deliver excellent client service.
Your expertise
Ability to commute into the office 5 days a week minimum.
Bachelor's degree from an accredited institution.
SIE, Series 7, 66, and 9/10 licenses.
Ideally, 3+ years of relevant experience.
Proven success in managing teams or similar roles.
Strong relationship-building skills and a desire to enhance the established culture.
Excellent communication skills, both written and verbal.
Strategic thinking and professional articulation.
Results-driven and inspiring leadership qualities.
Collaborative problem-solver with a proactive mindset.
Ability to lead and positively influence others in a supportive environment.
About Us UBS is the world’s largest and only truly global wealth manager, operating across four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Banking. We are present in over 50 countries and major financial centers worldwide.
Join us We embrace flexible working arrangements, including part-time, job-sharing, and hybrid models. Our culture and infrastructure support collaboration and agility. We believe our diverse team drives our success, and we invite you to be part of #teamUBS and make an impact.
Disclaimer / Policy Statements UBS is an Equal Opportunity Employer, committed to diversity and inclusion within our workforce.
Salary Information For US roles, the salary range is $135,000 to $175,000, based on various factors. Please refer to the 'Your role' section for detailed salary info.
#J-18808-Ljbffr
Financial Advisor Team Manager, UBS Wealth Advice Center
role at
UBS
3 weeks ago Be among the first 25 applicants
Join to apply for the
Financial Advisor Team Manager, UBS Wealth Advice Center
role at
UBS
Get AI-powered advice on this job and more exclusive features.
Job Reference # 312231BR
Job Type Full Time
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 others positively and professionally? 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 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 service delivery.
Be accountable for driving and executing various business initiatives aligned with the WAC’s growth plan.
Collaborate with Senior Leadership and Financial Advisors to foster a high-performance growth culture.
Salary Information San Francisco, Minneapolis, El Segundo: the salary range for this role is $135,000 to $175,000.
The expected salary as of the posting date depends on experience, qualifications, education, location, and skills. This role may also be eligible for discretionary incentives. For benefits info, visit ubs.com/usbenefits.
Your team The UBS Wealth Advice Center, located in Weehawken, NJ, and Charlotte, NC, provides advice and guidance to emerging affluent clients through a hybrid digital experience. Our team of over 300 professionals, including Financial Advisors and Client Service Associates, serves more than 200,000 clients, helping them achieve their financial goals.
You will be part of the leadership team managing Financial Advisors, mentoring them to meet performance targets and deliver excellent client service.
Your expertise
Ability to commute into the office 5 days a week minimum.
Bachelor's degree from an accredited institution.
SIE, Series 7, 66, and 9/10 licenses.
Ideally, 3+ years of relevant experience.
Proven success in managing teams or similar roles.
Strong relationship-building skills and a desire to enhance the established culture.
Excellent communication skills, both written and verbal.
Strategic thinking and professional articulation.
Results-driven and inspiring leadership qualities.
Collaborative problem-solver with a proactive mindset.
Ability to lead and positively influence others in a supportive environment.
About Us UBS is the world’s largest and only truly global wealth manager, operating across four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Banking. We are present in over 50 countries and major financial centers worldwide.
Join us We embrace flexible working arrangements, including part-time, job-sharing, and hybrid models. Our culture and infrastructure support collaboration and agility. We believe our diverse team drives our success, and we invite you to be part of #teamUBS and make an impact.
Disclaimer / Policy Statements UBS is an Equal Opportunity Employer, committed to diversity and inclusion within our workforce.
Salary Information For US roles, the salary range is $135,000 to $175,000, based on various factors. Please refer to the 'Your role' section for detailed salary info.
#J-18808-Ljbffr