Financial Advisor Team Manager (Institutional Benefits), UBS Wealth Ad

UBS • Charlotte, NC

312d

About The Position

Ready to take your career to the next level? As a Financial Advisor Team Manager in the Wealth Advice Center (WAC), you'll lead dynamic teams, drive revenue, and shape strategy—all while honing your leadership skills. Empower others, make impactful decisions, and watch your efforts translate into measurable success. If you're passionate about sales and thrive in a fast-paced environment, this opportunity will allow you to step into a role where your leadership can truly make a difference.

Requirements

• SIE, Series 7, 66, and 9/10 licenses.
• A Bachelor's degree from an accredited institution.
• Experience managing others or have worked in a similar position with proven success.
• Knowledge of institutional benefits including equity compensation plans and defined contribution plans.
• A strong desire to build relationships enhancing an established culture.
• Excellent written and verbal communication skills.
• Ability to think strategically and articulate thoughts in a clear and professional manner.

Nice To Haves

• 3+ years experience in a relevant role.
• Known for driving results and inspiring others to achieve their best.
• Highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines.
• Able to manage time well and handle a large workload in a fast-paced environment.
• A natural problem-solver who collaborates seamlessly with individuals and teams.
• Demonstrates a proactive mindset and a strong drive to succeed.

Responsibilities

• Ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients.
• Demonstrate the ability to inspire and guide a team toward achieving defined goals through performance reviews and ongoing feedback.
• Coach and develop Financial Advisors in areas such as platform knowledge, institutional benefits including equity compensation and defined contribution plans, research, tool usage, retirement planning, business excellence training, and solutions critical to the WAC's ability to deliver an excellent client experience.
• Be held accountable for driving and executing various business initiatives that are in line with the WAC's growth plan.
• Work with Senior Leadership and Financial Advisors to drive a high-performance growth culture.
• Assist with the overall supervision, management, and running of the day-to-day functions of the office.
• Oversee call center operations to ensure optimal and efficient performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree