Key responsibilities
Ready to elevate your leadership career while shaping the future of wealth management advice? Are you passionate about leading Financial Advisors, influencing business strategy, and driving meaningful outcomes for both clients and employees? We are looking for someone like you who can:
• 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
The team
The UBS Wealth Advice Center (WAC) is a nationally scaled advice business operating from Weehawken, NJ, Charlotte, NC, and Dallas, TX, dedicated to delivering personalized advice and guidance through a consistent, high-quality client experience.
Today, our team serves more than 250,000 clients through a growing workforce of over 400 Financial Advisors and Client Associates. Together, we help clients navigate important financial decisions, pursue their goals, and build long-term relationships with UBS.
As a member of the leadership team, you will play a critical role in developing Financial Advisors, driving business results, and fostering a culture centered on client experience, accountability, and continuous growth.
Your skills and experience
• 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
