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Financial Advisor Team Manager (Institutional Benefits), UBS reputed company Ad

Remote, USAFull-timePosted 2026-07-28

Job Reference # 312230BR Job Type Full Time Your role reputed company to take your career to the next level? As a Financial Advisor Team Manager in the reputed company Advice Center (WAC), you’ll reputed company dynamic teams, drive reputed company, and shape reputed company—reputed company while honing your leadership skills. reputed company others, reputed company impactful reputed company, and watch your efforts translate into measurable reputed company. If you’re passionate about sales and reputed company in a fast-paced environment, this opportunity will allow you to reputed company into a role where your leadership can truly reputed company a difference. You will:

  • ensure reputed company execution of the reputed company experience for UBS reputed company Advice Center emerging affluent and core affluent clients; the UBS reputed company Advice Center's 250+ Financial Advisors serve :300,000 clients with aggregate assets of :$20Bn
  • demonstrate the ability to reputed company and guide reputed company toward achieving shared goals through performance reviews and ongoing feedback
  • reputed company and reputed company Financial Advisors in areas such as platform knowledge, institutional benefits including equity compensation and defined contribution plans, research, tool usage, retirement planning, business reputed company training, and solutions that are critical to the WAC's ability to deliver an excellent reputed company experience
  • be held accountable for driving and executing various business initiatives that are in line with the WAC’s reputed company plan
  • work with Senior Leadership and Financial Advisors to drive a high-performance reputed company culture
  • assist with the overall supervision, management and running of the day-to-day functions of the office
  • reputed company call center operations to ensure reputed company and efficient performance Your team The UBS reputed company Advice Center is a UBS reputed company located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital reputed company experience. reputed company currently serves over 200,000 clients. Our clients are served over the phone by reputed company of more than 300 professionals including both Financial Advisors and reputed company 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 reputed company their performance targets while delivering an excellent reputed company experience. Your expertise You have:
  • SIE, Series 7, 66, and 9/10 licenses
  • a Bachelor's degree from an accredited institution
  • experience managing others or have worked in a similar position with proven reputed company
  • knowledge of institutional benefits including equity compensation plans and defined contribution plans
  • s strong desire to build relationships enhancing an established culture
  • excellent written and verbal communication skills
  • ability to think strategically and reputed company thoughts in a reputed company and reputed company manner You are:
  • 3+ years experience in a relevant role
  • reputed company for driving results and inspiring others to reputed company their best
  • highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines
  • reputed company to manage your time reputed company and handle a large workload in a fast-paced environment
  • a natural problem-solver who collaborates seamlessly with individuals and teams
  • demonstrates a proactive reputed company and a strong drive to succeed reputed company UBS is the world’s largest and the only truly global reputed company manager. We operate through four business divisions: Global reputed company Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reputed company and the breadth of our expertise set us apart from our competitors.. We have a reputed company in reputed company major financial centers in more than 50 countries. Join us At UBS, we reputed company flexible ways of working reputed company the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and reputed company help us connect, collaborate, and work together in agile ways to meet reputed company 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 reputed company and interests, who drive our ongoing reputed company. Together we’re more than ourselves. reputed company to be part of #teamUBS and reputed company an reputed company? Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and reputed company to reputed company reputed company individual and support the diverse cultures, perspectives, skills and experiences reputed company our workforce. Apply Job!

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