Manhattan Market Growth Lead for Advisors

UBS; New York (NY); On-site; USD 250,000 - 300,000; Full time

Job summary

UBS, a leading global wealth manager, seeks an Associate Market Executive to partner with Market Executives and Directors in Manhattan. You will drive growth, support Financial Advisor success, and oversee governance, risk, and talent initiatives to deliver strong client experiences and sustainable market expansion.

You will lead cross-functional efforts, supervise compensation matters, coach advisors, and collaborate with leadership, operations, and client service teams to optimize performance

Qualifications

• 5+ years of leadership experience in a similar financial role.
• Series 7, 66, and 9/10 licenses.
• Proven ability to lead through influence and collaboration.
• Experience managing complex initiatives with multiple stakeholders.
• Strong wealth management, practice management, and business development knowledge.
• Strong understanding of compliance, supervisory and operational risk.

Responsibilities

• Partner with Market Executives and Market Directors to execute strategic priorities, drive business growth, and achieve market performance objectives.
• Lead initiatives focused on revenue growth, net new asset acquisition, advisor productivity, client acquisition, and market profitability.
• Serve as the primary advisor on Financial Advisor compensation matters, partnering with advisors, market leadership, and business stakeholders.
• Coach and support Financial Advisors in business planning, practice management, prospecting strategies, pricing decisions, and complex client situations.
• Identify opportunities to increase assets under management, deepen client relationships, expand market share, and improve advisor effectiveness.
• Support recruitment, onboarding, succession planning, and leadership development initiatives for Financial Advisors and Field leaders.
• Partner with operations, administrative, and client service teams to drive process improvements, organizational effectiveness, client retention, and an enhanced advisor and client experience.

Skills

5+ years of experience

Series 7/66/9-10

Leadership by influence

Stakeholder management

Wealth management knowledge

Compliance & risk

Job description

UBS, a leading global wealth manager, seeks an Associate Market Executive to partner with Market Executives and Directors in Manhattan. You will drive growth, support Financial Advisor success, and oversee governance, risk, and talent initiatives to deliver strong client experiences and sustainable market expansion.

You will lead cross-functional efforts, supervise compensation matters, coach advisors, and collaborate with leadership, operations, and client service teams to optimize performance