Market Growth & Advisor Strategy Lead

UBS Group AG; San Francisco (CA); On-site; USD 140,000 - 180,000; Full time

Job summary

UBS Group AG is seeking a strategic Associate Market Executive to partner with Market Executives and Directors across the International Market. The role focuses on growth, advisor success, and governance, coordinating with risk, compliance and corporate partners while delivering a superior client experience.

Strong collaboration and cross-border expertise are essential. You will work with a market leadership team to drive profitability, client acquisition, and operational excellence, including

Qualifications

• Licences SIE, Series 7, 66, 9, 10 required.
• Fluency in Mandarin and/or Cantonese required.
• Proven ability to lead through influence and collaboration.
• Experience managing complex initiatives with multiple stakeholders.
• Exhibits business acumen with wealth management and advisor practice management knowledge.
• Knowledge of cross-border business practices and international client relations.
• Strong understanding of compliance, supervisory, and operational risk requirements.
• Experience managing complex and sensitive business situations.
• Exceptional communication and stakeholder management with senior leaders.
• Curious about how AI can improve workflows with risk-aware and policy-aligned use.

Responsibilities

• Partner with Market Executives and Market Directors to execute strategic priorities, drive business growth, and meet 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.
• Oversee market business activities, referral programs, international and cross-border initiatives including Country Coverage framework and ensure compliance with applicable regulatory requirements.
• Partner with operations, administrative, and client service teams to drive process improvements, organizational effectiveness, client retention, and an enhanced advisor and client experience.

Skills

SIE

Series 7

Series 66

Series 9

Series 10

Mandarin/Cantonese

Leadership by influence

Stakeholder management

Wealth management knowledge

AI in workflows

Job description

UBS Group AG is seeking a strategic Associate Market Executive to partner with Market Executives and Directors across the International Market. The role focuses on growth, advisor success, and governance, coordinating with risk, compliance and corporate partners while delivering a superior client experience.

Strong collaboration and cross-border expertise are essential. You will work with a market leadership team to drive profitability, client acquisition, and operational excellence, including