Sales Manager, UBS Wealth Advice Center

UBS • Charlotte, NC

246d

About The Position

Ready to take your career to the next level? As a Sales 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

• 5+ years experience managing others or have worked in a similar position with proven success.
• SIE, Series 7, 66, 9/10 licenses required.
• Strong desire to build relationships enhancing an established culture.
• Deep understanding of financial products, services, and industry trends.
• Ability to use data and analytics to measure success, refine strategies, and optimize processes.
• Experience addressing problems proactively and finding innovative solutions to meet client and business needs.
• Ability to think strategically and articulate thoughts in a clear and professional manner.
• Highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines.
• Natural problem-solver who collaborates seamlessly with individuals and teams.
• Demonstrates a proactive mindset and a strong drive to succeed.
• Capable of managing projects independently, with a high degree of ownership and responsibility.
• Able to lead and positively influence others, fostering a productive and supportive environment.

Responsibilities

• Ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients.
• Inspire and guide a team of Financial Advisor Team Managers toward achieving goals through performance reviews and ongoing feedback.
• Drive and execute various business initiatives that are in line with the WAC's growth plan.
• Develop and implement strategies to help achieve the WAC's broader revenue targets.
• Aggregate external client needs regarding products, tools, and services and act as an interface and filter to product specialists to increase sales effectiveness.
• Support initiatives regarding client acquisition and retention.
• Pursue new opportunities to enhance the WAC's delivered experience.
• Work with Senior Leadership and Team Managers 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.

Benefits

• Flexible working arrangements like part-time, job-sharing, and hybrid (office and home) working.

What This Job Offers

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