Associate Market Executive

UBS•Bethesda, OH

2d•$120,000 - $160,000•Remote

About The Position

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.

Requirements

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.

Nice To Haves

Ideally 5+ years of experience in a similar role within a leading financial institution

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.
Partner with operations, administrative, and client service teams to drive process improvements, organizational effectiveness, client retention, and an enhanced advisor and client experience.