Financial Advisor Team Manager, UBS Wealth Advice Center en UBS Group AG
UBS Group AG · Weehawken, Estados Unidos De América · Hybrid
- Professional
- Oficina en Weehawken
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 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 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
Detailed salary information:
• Weehawken, Seattle, San Francisco, Paramus: the salary range for this role is $120000 to $160000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
• 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 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
Detailed salary information:
• Weehawken, Seattle, San Francisco, Paramus: the salary range for this role is $120000 to $160000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
City
Charlotte, Cincinnati, Houston, Nashville, Orlando, Palm Beach, Paramus, Phoenix, San Francisco, Seattle, Weehawken
Job Type
Full Time
Country / State
United States - Arizona, United States - California, United States - District of Columbia, United States - Florida, United States - New Jersey, United States - North Carolina, United States - Ohio, United States - Pennsylvania, United States - Tennessee, United States - Texas, United States - Washington
Function Category
Management and Business Support
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
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.
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.
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
• 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
About us
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. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
We have a presence in all major financial centers in more than 50 countries.
Salary information
US Only: The expected salary range for this role is $120000 to $160000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
