Financial Advisor Team Manager, Wealth Advice Center

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 your peers 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 (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 executing various business initiatives 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 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

• Bachelor's degree
• Valid SIE, Series 7, 66, 9, and 10 licenses required
• Experience managing others or similar position
• Strong track record of success in previous positions
• Excellent problem‑solver and collaborator
• Proficient with Microsoft Suite (Outlook, Word, Excel)
• Self‑confidence, proactive mindset
• Ability to manage projects independently and assume high responsibility

Weehawken: the salary range for this role is $105,000 to $130,000. This role may also be eligible for discretionary incentive compensation.

• Job Type: Full Time
• Location:
  
  Charlotte, Weehawken
• Job Reference #: 305296
• Team:
  Sales Management team managing Financial Advisors, from newly hired to experienced, at the Wealth Advice Center

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.

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.