Financial Advisor Team Manager, UBS Wealth Advice Center

UBS•Dallas, TX

About The Position

The Financial Advisor Team Manager leads Financial Advisors serving the UBS Wealth Advice Center’s Emerging Affluent and Core Affluent client segments. The role focuses on developing advisors, delivering an exceptional client experience, driving business results, and fostering a culture of accountability and continuous growth. The Wealth Advice Center operates from Weehawken, New Jersey; Charlotte, North Carolina; and Dallas, Texas, and serves more than 250,000 clients. The posting describes a workforce of over 400 Financial Advisors and Client Associates, and notes that the team of 250+ Financial Advisors serves approximately 250,000 clients with over $23 billion in assets. The manager is part of the leadership team and provides oversight of daily business operations, advisor performance, and the risk and supervisory environment. They work with senior leadership to execute business initiatives, address challenges, and improve the center’s performance and operational effectiveness. UBS describes its culture as collaborative and inclusive, with opportunities to grow and flexible working options when possible. The company also uses AI to work more efficiently and emphasizes responsible, policy-aligned use.

Requirements

Proven leadership experience managing teams or demonstrated success in a comparable coaching, supervisory, or people leadership role.
Exceptional communication and interpersonal skills, strategic thinking, sound judgment, and the ability to translate business priorities into actionable plans.
SIE, Series 7, and Series 66 licenses are required.
Series 9/10 license preferred or required within 120 days of assuming the role.
Bachelor’s degree required.
Strong results orientation and ability to inspire others, with attention to detail and ability to prioritize and meet deadlines.
Ability to manage time and a large workload, solve problems, and collaborate effectively with individuals and teams.
Proficiency with Microsoft Suite applications, including Outlook, Word, and Excel.
Self-confidence, composure, a proactive mindset, and a strong drive to succeed.
Excellent verbal and written communication and listening skills, with adaptability in complex environments.
Ability to manage projects independently with ownership and responsibility, and to lead and positively influence others in a productive, supportive environment.
Curiosity about using AI to improve workflows, with sound judgment to validate outputs and align with policies, risk standards, and ethical use.

Nice To Haves

At least 3 years of experience in a relevant role.
Series 9/10 license.

Responsibilities

Lead and inspire Financial Advisors to deliver an exceptional client experience to Emerging Affluent and Core Affluent clients.
Build a high-performance culture through coaching, performance management, recognition, and ongoing developmental feedback.
Develop Financial Advisors in advice delivery, planning, investment and retirement solutions, technology and platform capabilities, business acumen, and client engagement.
Execute strategic business initiatives supporting the growth and evolution of the Wealth Advice Center.
Partner with senior leadership to identify opportunities, solve complex business challenges, and elevate team performance.
Oversee daily business operations while maintaining a strong risk and supervisory environment.
Optimize team performance, productivity, and operational effectiveness in a dynamic, client-focused advice center.