Strategic Market Executive: Growth & Advisor Success

UBS; Bethesda (MD); On-site; USD 120,000 - 160,000; Full time

Job summary

UBS in Bethesda, MD is seeking an Associate Market Executive to partner with Market Executives and Directors, driving growth and delivering a superior client experience across the South Atlantic Market. You will help lead strategic initiatives, oversee governance, support recruiting, and coordinate with risk, compliance and corporate partners to ensure solid market performance.

You will coach Financial Advisors, lead compensation discussions, and advance talent development, practice management

Qualifications

• Ideally 5+ years of experience in a similar role within a leading financial institution.
• Series 7, 66, and 9/10
• Proven ability to lead through influence and collaboration.
• Demonstrated success managing complex initiatives and multiple stakeholders.
• Exhibits business acumen with a strong understanding of wealth management, advisor practice management, and business development.
• Strong understanding of compliance, supervisory, and operational risk requirements.
• Experience managing complex and sensitive business situations
• Exceptional communication and stakeholder management skills, with the ability to build credibility with senior leaders, advisors, and business partners.

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

Series 7

Series 66

Series 9/10

Lead through influence

Wealth management knowledge

Stakeholder management

Regulatory/compliance understanding

Communication skills

Job description

UBS in Bethesda, MD is seeking an Associate Market Executive to partner with Market Executives and Directors, driving growth and delivering a superior client experience across the South Atlantic Market. You will help lead strategic initiatives, oversee governance, support recruiting, and coordinate with risk, compliance and corporate partners to ensure solid market performance.

You will coach Financial Advisors, lead compensation discussions, and advance talent development, practice management