Description

Job Reference #
305296BR

Business Divisions
Global Wealth Management

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 (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.

Title
Financial Advisor Team Manager, UBS Wealth Advice Center

City
Charlotte, Weehawken

Job Type
Full Time

Country / State
United States - New Jersey, United States - North Carolina

Function Category
Management and Business Support

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.

Your team
You'll be working as part of the Sales Management team managing Financial Advisors, from newly hired to experienced, at the Wealth Advice Center. Our UBS Wealth Advice Center's 250+ Financial Advisors serve ~300,000 clients with aggregate assets of nearly ~$20Bn
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
You have:
• 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
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.

Salary information
US Only: The expected salary range for this role is $105000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.



Requisition #: 305296BR

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