Wealth Advisory Team Leader

UBS Group AG; Weehawken (NJ); On-site; USD 120,000 - 160,000; Full time

Job summary

The UBS Wealth Advice Center in Weehawken, NJ seeks a proven leader to guide a team of Financial Advisors and professional staff. You will influence business strategy, develop talent, and drive client-focused outcomes across Wealth Advice Center segments.

You will collaborate with senior leaders to elevate performance, ensure robust risk controls, and partner across advisory and platform capabilities to deliver superior client experience.

Qualifications

• Proven leadership experience managing teams or equivalent coaching/people leadership role.
• Strong communication and interpersonal skills with the ability to translate priorities into actionable plans.
• 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.

Responsibilities

• Lead and inspire Financial Advisors to deliver an exceptional client experience for Emerging Affluent and Core Affluent segments.
• Drive a high-performance culture through coaching, feedback, and recognition.
• Develop Financial Advisors across advice delivery, planning, investments, retirement solutions, and client engagement.
• Execute strategic business initiatives to grow and evolve the Wealth Advice Center.
• Partner with senior leadership to identify opportunities and solve complex business challenges.
• Provide leadership and oversight of daily operations with strong risk and supervisory environment.
• Optimize team performance, productivity, and operational efficiency in a client-focused setting.

Skills

Leadership

Communication

Strategic thinking

Time management

Problem solving

Project management

Adaptability

AI awareness

Education

Bachelor's degree

Tools

Outlook

Word

Excel

MS Office

Job description

The UBS Wealth Advice Center in Weehawken, NJ seeks a proven leader to guide a team of Financial Advisors and professional staff. You will influence business strategy, develop talent, and drive client-focused outcomes across Wealth Advice Center segments.

You will collaborate with senior leaders to elevate performance, ensure robust risk controls, and partner across advisory and platform capabilities to deliver superior client experience.