Senior Training Manager, UBS Wealth Advice Center

UBS; Charlotte (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is searching for a passionate training facilitator to enhance the skills of financial advisors in the Wealth Advice Center. This role involves leading impactful training sessions, adapting delivery styles to diverse learning needs, and collaborating with subject matter experts to develop a comprehensive training strategy. The ideal candidate will possess excellent communication skills, a strong background in training and development, and a commitment to fostering an inclusive environment. Join a dynamic team dedicated to empowering clients and driving success through education and expertise.

Benefits

Flexible Working Arrangements

Job Sharing Options

Hybrid Working Model

Qualifications

• 5+ years of experience in training with a focus on sales and leadership.
• Strong communication skills at all levels are essential.

Responsibilities

• Lead training programs for financial advisors and leaders.
• Facilitate interactive learning experiences and provide feedback.

Skills

Effective Communication

Training and Development

Problem Solving

Collaboration

Presentation Skills

Education

Bachelor's Degree

Tools

Digital Tools

Job description

Job Reference #

310723BR

City

Charlotte

Job Type

Full Time

Your role

Do you have a passion for delivering impactful training? Are you an engaging and effective communicator? Do you have a proven track record of success in wealth management? We are looking for someone like you who can:

1. Lead the facilitation of our wealth management training programs in the Wealth Advice Center.
2. Deliver high-impact training sessions to financial advisors and leaders at all levels, both in person and virtually.
3. Facilitate interactive learning experiences, including group discussions, role-playing, exercises, and case studies.
4. Adapt training delivery style to meet the diverse learning needs and preferences of participants.
5. Provide constructive feedback and coaching to participants to enhance their skills and performance.
6. Collaborate with subject matter experts (SMEs), including senior leaders, compliance officers, and product specialists, to identify and analyze training needs.
7. Assist in developing and implementing the training strategy for the UBS Wealth Advice Center that aligns with our business strategy and priorities.
8. Build and maintain strong relationships with key stakeholders, including senior leaders, managers, and financial advisors.
9. Evaluate and listen to Financial Advisor calls monthly.
10. Address training-related inquiries and resolve any issues that may arise.

Your team

The UBS Wealth Advice Center (WAC) is a team of wealth management professionals dedicated to providing financial solutions and quality advice and guidance to emerging affluent clients.

At the WAC, we combine our digital tools with highly trained financial advisors to offer an industry-leading hybrid digital advice model. Founded in 2007, the WAC has developed into a national platform that delivers advice to 200k+ clients, with over $20B in AUM.

The WAC is committed to building a culture centered on equity and inclusion by deliberately cultivating a diverse team. By creating an inclusive and diverse environment, we more effectively represent, understand, and provide for our clients. At the WAC, we emphasize education and expertise, which is why many of our FAs hold or are pursuing the CFP designation. We are a dedicated team of 300+ professionals determined to help investors face the future with confidence.

Your expertise

1. The ability to commute to the Charlotte, NC office 5-days a week.
2. Obtained a Bachelor's degree from an accredited institution.
3. Series 7, 66 licenses; Series 9/10 licenses a plus.
4. Ideally, 5+ years' experience in training and development, with a strong focus on sales and leadership development.
5. Excellent at presenting and communicating at all levels.
6. Resourceful in leveraging internal and external sales and support desks to facilitate training needs.
7. An excellent problem solver and collaborative team player.
8. An individual that demonstrates self-confidence and the ability to maintain composure in challenging environments.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing, and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels, and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.