Key responsibilities
The Associate Market Executive serves as a strategic leadership partner to the Market Executive and Market Directors, helping lead the execution of business objectives across the South Atlantic Market. The role is responsible for driving business growth, supporting Financial Advisor success, overseeing operational and administrative effectiveness, strengthening governance and risk management practices, and advancing recruiting and talent development initiatives. The position acts as a key connector across leadership, advisors, operations, client service, risk, compliance, and corporate partners to deliver a strong client experience and sustainable market growth.
• Partner with Market Executives and Market Directors to execute strategic priorities, drive business growth, and achieve market performance objectives.
• Lead initiatives focused on revenue growth, net new asset acquisition, advisor productivity, client acquisition, and market profitability.
• Serve as the primary advisor on Financial Advisor compensation matters, partnering with advisors, market leadership, and business stakeholders.
• Coach and support Financial Advisors in business planning, practice management, prospecting strategies, pricing decisions, and complex client situations.
• Identify opportunities to increase assets under management, deepen client relationships, expand market share, and improve advisor effectiveness.
• Support recruitment, onboarding, succession planning, and leadership development initiatives for Financial Advisors and Field leaders.
• Partner with operations, administrative, and client service teams to drive process improvements, organizational effectiveness, client retention, and an enhanced advisor and client experience.
The team
You will work as part of a collaborative market leadership team alongside Market Directors, Supervisory Officers, Operations, and Administrative leaders. Together, the team is responsible for delivering a best-in-class advisor experience, driving market performance, fostering strong culture, and ensuring consistent execution of firm priorities across the South Atlantic Market.
Your skills and experience
• ideally 5+ years of experience in a similar role within a leading financial institution
• series 7, 66, and 9/10
• Proven ability to lead through influence and collaboration.
• Demonstrated success managing complex initiatives and multiple stakeholders.
• Exhibits business acumen with a strong understanding of wealth management, advisor practice management, and business development.
• Strong understanding of compliance, supervisory, and operational risk requirements.
• Experience managing complex and sensitive business situations
• Exceptional communication and stakeholder management skills, with the ability to build credibility with senior leaders, advisors, and business partners.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Maryland - Bethesda min USD 120000 - max USD 160000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
