Wealth Management Admin Lead for HNW Team

UBS; Purchase (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

UBS is seeking an Administrative Officer to lead High Net Worth Client Associates and to supervise, train, and mentor a team delivering premium service for clients with significant assets. You will manage the high-touch service, and workflow, while acting as a senior escalation point for complex account issues.

You will oversee branch administration, facilities, HR matters, P&L, and recruitment, onboarding, and performance reviews. Based in Purchase/Westport, part of Wealth Management Americas.

Qualifications

• Series 7 and Series 66 licenses required.
• 5+ years managerial experience in branch operations.
• Strong leadership, communication and risk management skills.

Responsibilities

• Lead and develop HNW Client Associates.
• Supervise and mentor a team to drive performance.
• Manage high-touch service and workflows for asset-heavy clients.
• Act as escalation point for complex account issues.
• Bridge gap between private wealth advisors and associates for concierge services.
• Oversee branch administration, facilities, HR, and P&L.

Skills

Series 7

Series 66

9/10

Team leadership

Risk management

Job description

UBS is seeking an Administrative Officer to lead High Net Worth Client Associates and to supervise, train, and mentor a team delivering premium service for clients with significant assets. You will manage the high-touch service, and workflow, while acting as a senior escalation point for complex account issues.

You will oversee branch administration, facilities, HR matters, P&L, and recruitment, onboarding, and performance reviews. Based in Purchase/Westport, part of Wealth Management Americas.