UBS

Associate Market Executive

UBS$80K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in a financial institution
  • Proven ability to build strong partnerships
  • Holds series 7, 66, and 9/10 licenses
  • Self-motivated and driven professional
  • Skilled at fostering a positive business culture

Responsibilities

  • Drive business growth and manage the development of Financial Advisors
  • Handle escalated issues related to compliance and operational risks
  • Coach team members, ensuring effective training and measurable development
  • Run regular sales meetings to implement growth strategies
  • Evaluate performance and create action plans for underperforming areas

Benefits

  • Open to applications from career returners
  • Collaborative team environment within a reputable financial institution
  • Opportunity to work with high net worth clients and families
  • Focus on professional training and development for team members
  • Engagement in a supportive business culture promoting success
Full Job Description
Your role

As an Associate Market Executive, you will be responsible for assisting with the day-to-day management and business growth within the Ohio, Indiana, and Kentucky Market.

We're looking for an Associate Market Executive to:
• Drive business growth and assist with the management and development of Financial Advisors
• Manage and resolve escalated issues, including those that are financial, reputational, compliance, supervisory, operational, and HR Governance risks
• Coach all team members, getting them the right training and making sure development measures are results-oriented and transparent
• Assisting with running regular sales meetings, focusing on implementing growth initiatives, evaluate progress and create action plans to address underperformance

Your team

You'll be working in the Kenwood, Ohio UBS Branch alongside the Ohio, Indiana, Kentucky Market Management Team. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise
• ideally 5-7 years of experience with a leading financial institution
• proven experience creating strong partnerships
• series 7, 66 and 9/10
• motivated, self-directed and driven
• skilled at creating a positive business culture

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

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