Financial Advisor Team Manager, UBS Wealth Advice Center (m|f|x) Weehawken

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.

Aufgaben

• lead and inspire Financial Advisors in delivering an exceptional client experience to the Wealth Advice Center's Emerging Affluent and Core Affluent client segments. Our team of 250+ Financial Advisors serves approximately 250,000 clients with over $23 billion in assets
• drive a high-performance culture through effective coaching, performance management, recognition, and ongoing developmental feedback
• develop Financial Advisors across key areas including advice delivery, planning, investment and retirement solutions, technology and platform capabilities, business acumen, and client engagement
• execute strategic business initiatives that support the continued growth and evolution of the Wealth Advice Center
• partner with senior leadership to identify opportunities, solve complex business challenges, and elevate team performance
• provide leadership and oversight for daily business operations while ensuring a strong risk and supervisory environment
• optimize team performance, productivity, and operational effectiveness in a dynamic, client-focused advice center environment

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• proven leadership experience managing teams or demonstrated success in a comparable coaching, supervisory, or people leadership role
• exceptional communication and interpersonal skills with strong strategic thinking, sound judgment, and the ability to translate business priorities into actionable plans
• SIE, Series 7, and Series 66 licenses required; Series 9/10 preferred or required within 120 days of assuming the role
• Bachelor's degree required and ideally, 3+ years experience in a relevant role
• known for driving results and inspiring others to achieve their best while being highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines
• able to manage your time well and handle a large workload as well as a natural problem-solver who collaborates seamlessly with individuals and teams
• proficient with Microsoft Suite Applications, including Outlook, Word & Excel
• exhibit self-confidence and composure as well as demonstrate a proactive mindset and a strong drive to succeed
• exceptional communicator, both verbally and in writing, with excellent listening skills as well as adaptable and thrive in complex environments
• capable of managing projects independently, with a high degree of ownership and responsibility and able to lead and positively influence others, fostering a productive and supportive environment
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

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Standort

1000 Harbor Boulevard, US-07086 Weehawken