Sales Manager, UBS Wealth Advice Center

UBS • Charlotte, NC

95d

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.
• A strong desire to build relationships enhancing an established culture.
• A deep understanding of financial products, services, and industry trends.
• An ability to use data and analytics to measure success, refine strategies, and optimize processes.
• Experience addressing problems proactively and will find innovative solutions to meet client and business needs.
• Ability to think strategically and articulate thoughts in a clear and professional manner.

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 of Financial Advisor Team Managers toward achieving shared goals through performance reviews and ongoing feedback.
• Be held accountable for driving and executing 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 with regard to products, tools and services and act as an interface and filter to product specialists to increase sales effectiveness.
• Support initiatives with regard to 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees