Wealth Advisory Team Lead for Financial Advisors

UBS Group AG; Dallas (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Leadership

Strategic thinking

Communication

Time management

Problem solving

Project management

Adaptability

AI awareness

Client focus

Education

Bachelor's degree

Tools

Microsoft Suite

CRM software

Job description

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.