Financial Advisor Team Manager, UBS Wealth Advice Center chez UBS Group AG
UBS Group AG · Charlotte, États-Unis d'Amérique · Onsite
- Professional
- Bureau à Charlotte
Your role
• 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
Detailed salary information:
• Weehawken: the salary range for this role is $105000 to $130000
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
Job Type
Country / State
Function Category
Join us
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
Your team
You will play a critical role in leading a team of Financial Advisors tasked with providing advice to clients and efficiently serving their needs while developing the team's overall skillset.
Your expertise
• 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
About us
We have a presence in all major financial centers in more than 50 countries.