Associate Market Executive

UBS•San Francisco, CA
•$140,000 - $180,000

About The Position

The Associate Market Executive serves as a strategic leadership partner to the Market Executive and Market Directors, helping execute business objectives across the International Market. The role drives business growth, supports Financial Advisor success, oversees operational and administrative effectiveness, strengthens governance and risk management, and advances recruiting and talent development. It connects leadership, advisors, operations, client service, risk, compliance, and corporate partners to deliver a strong client experience and sustainable market growth. The position is part of a collaborative market leadership team responsible for delivering a best-in-class advisor experience, driving market performance, fostering a strong culture, and consistently executing firm priorities across the Pacific International Market. UBS is open to applications from career returners.

Requirements

  • SIE, Series 7, Series 66, Series 9, and Series 10 licenses required.
  • Fluency in Mandarin and/or Cantonese required.
  • Proven ability to lead through influence and collaboration.
  • Demonstrated success managing complex initiatives and multiple stakeholders.
  • Business acumen and a strong understanding of wealth management, advisor practice management, and business development.
  • Knowledge of cross-border business practices, international client relationships, and country-specific considerations, with awareness of international regulatory frameworks and client service models.
  • Strong understanding of compliance, supervisory, and operational risk requirements.
  • Experience managing complex and sensitive business situations.
  • Exceptional communication and stakeholder management skills, including the ability to build credibility with senior leaders, advisors, and business partners.
  • Curiosity about using AI to improve workflows, with sound judgment in validating outputs and aligning with policies, risk standards, and ethical use.

Responsibilities

  • 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.
  • Oversee market business activities, referral programs, and international and cross-border initiatives, including the Country Coverage framework, while ensuring compliance with applicable regulatory requirements.
  • Partner with operations, administrative, and client service teams to drive process improvements, organizational effectiveness, client retention, and an enhanced advisor and client experience.
  • Help strengthen governance and risk management practices and support consistent execution of firm priorities across the International Market.

Benefits

  • UBS offers a range of competitive benefits; further details are available at ubs.com/employee-benefits.
  • Flexible working options when possible.
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