Financial Advisor Team Manager, UBS Wealth Advice Center

UBS; Dallas (TX); Vor Ort; USD 180.000 - 240.000; Vollzeit

Zusammenfassung

UBS Group AG in Dallas seeks a senior leader to guide the Wealth Advice Center, overseeing 400+ Financial Advisors and shaping client-focused outcomes. You will drive strategy, coaching, and risk-aware operations to elevate client experience.

You will partner with senior leadership to scale adviser performance, manage daily operations, and foster a culture of growth and accountability.

Qualifikationen

• Proven leadership experience managing teams or proven success in coaching/supervisory roles.
• Exceptional communication and interpersonal skills with strong strategic thinking and sound judgment.
• SIE, Series 7, and Series 66 licenses required; Series 9/10 preferred or required within 120 days.
• Bachelor's degree required; ideally 3+ years in a relevant role.
• Known for driving results and inspiring others while being detail-oriented.
• Able to manage time well and handle a large workload; strong problem-solving.
• Proficient with Microsoft Suite (Outlook, Word, Excel).
• Self-confident, composed, proactive; driven to succeed.
• Excellent verbal and written communication; adaptable in complex environments.
• Capable of leading projects independently and influencing others positively.
• Curious about AI and how it can improve workflows with sound judgment.

Aufgaben

• Lead and inspire Financial Advisors to deliver an exceptional client experience to the Wealth Advice Center's Emerging Affluent and Core Affluent segments.
• Drive a high-performance culture through effective coaching, performance management, recognition, and ongoing development feedback.
• Develop Financial Advisors across key areas including advice delivery, planning, investments, retirement, and platform capabilities.
• Execute strategic business initiatives that support growth and evolution of the Wealth Advice Center.
• Partner with senior leadership to identify opportunities, solve complex business challenges, and elevate team performance.
• Provide leadership and oversight for daily operations while ensuring a strong risk and supervisory environment.
• Optimize team performance, productivity, and operational effectiveness in a dynamic client-focused environment.

Kenntnisse

Leadership

Strategic thinking

Communication

Time management

Problem solving

Project management

Adaptability

AI awareness

Client focus

Ausbildung

Bachelor's degree

Tools

Microsoft Suite

CRM software

Jobbeschreibung

Key Responsibilities

Ready to elevate your leadership career while shaping the future of wealth management advice? Are you passionate about leading Financial Advisors, influencing business strategy, and driving meaningful outcomes for both clients and employees? We are looking for someone like you who can:

• lead and inspire Financial Advisors in delivering an exceptional client experience to the Wealth Advice Center's Emerging Affluent and Core Affluent client segments. Our team of 250+ Financial Advisors serves approximately 250,000 clients with over $23 billion in assets
• drive a high-performance culture through effective coaching, performance management, recognition, and ongoing developmental feedback
• develop Financial Advisors across key areas including advice delivery, planning, investment and retirement solutions, technology and platform capabilities, business acumen, and client engagement
• execute strategic business initiatives that support the continued growth and evolution of the Wealth Advice Center
• partner with senior leadership to identify opportunities, solve complex business challenges, and elevate team performance
• provide leadership and oversight for daily business operations while ensuring a strong risk and supervisory environment
• optimize team performance, productivity, and operational effectiveness in a dynamic, client-focused advice center environment

Job Type

Full Time

Job Reference #

343045BR

City

Dallas

Key Responsibilities

Ready to elevate your leadership career while shaping the future of wealth management advice? Are you passionate about leading Financial Advisors, influencing business strategy, and driving meaningful outcomes for both clients and employees? We are looking for someone like you who can:

• lead and inspire Financial Advisors in delivering an exceptional client experience to the Wealth Advice Center's Emerging Affluent and Core Affluent client segments. Our team of 250+ Financial Advisors serves approximately 250,000 clients with over $23 billion in assets
• drive a high-performance culture through effective coaching, performance management, recognition, and ongoing developmental feedback
• develop Financial Advisors across key areas including advice delivery, planning, investment and retirement solutions, technology and platform capabilities, business acumen, and client engagement
• execute strategic business initiatives that support the continued growth and evolution of the Wealth Advice Center
• partner with senior leadership to identify opportunities, solve complex business challenges, and elevate team performance
• provide leadership and oversight for daily business operations while ensuring a strong risk and supervisory environment
• optimize team performance, productivity, and operational effectiveness in a dynamic, client-focused advice center environment

The team

The UBS Wealth Advice Center (WAC) is a nationally scaled advice business operating from Weehawken, NJ, Charlotte, NC, and Dallas, TX, dedicated to delivering personalized advice and guidance through a consistent, high-quality client experience.

Today, our team serves more than 250,000 clients through a growing workforce of over 400 Financial Advisors and Client Associates. Together, we help clients navigate important financial decisions, pursue their goals, and build long-term relationships with UBS.

As a member of the leadership team, you will play a critical role in developing Financial Advisors, driving business results, and fostering a culture centered on client experience, accountability, and continuous growth.

Your Skills And Experience

• proven leadership experience managing teams or demonstrated success in a comparable coaching, supervisory, or people leadership role
• exceptional communication and interpersonal skills with strong strategic thinking, sound judgment, and the ability to translate business priorities into actionable plans
• SIE, Series 7, and Series 66 licenses required; Series 9/10 preferred or required within 120 days of assuming the role
• Bachelor's degree required and ideally, 3+ years experience in a relevant role
• known for driving results and inspiring others to achieve their best while being highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines
• able to manage your time well and handle a large workload as well as a natural problem-solver who collaborates seamlessly with individuals and teams
• proficient with Microsoft Suite Applications, including Outlook, Word & Excel
• exhibit self-confidence and composure as well as demonstrate a proactive mindset and a strong drive to succeed
• exceptional communicator, both verbally and in writing, with excellent listening skills as well as adaptable and thrive in complex environments
• capable of managing projects independently, with a high degree of ownership and responsibility and able to lead and positively influence others, fostering a productive and supportive environment
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.