Wealth Management Administrative Lead for UHNW Clients

Talentify; Northbrook (IL); On-site; USD 140,000 - 180,000; Full time

Job summary

UBS in Northbrook, IL is seeking an Administrative Officer to lead a team of client associates within Wealth Management Americas. The role focuses on managing high-touch service, branch operations, and personnel leadership to deliver precise, discreet service to Ultra High Net Worth clients.

You will coach and develop staff, ensure policy adherence, and serve as a key liaison between private wealth advisors and associates.

Qualifications

• 3–5 years of managing UHNW client relationships within private wealth management
• Strong leadership and exceptional interpersonal skills
• Experience in branch operations within a leading financial institution
• FINRA 7/66 and 9/10 familiarity with FINRA regulations and SEC rules
• Ability to coach, develop, and manage staff

Responsibilities

• Lead High Net Worth Client Associates and drive performance through coaching and career development
• Manage high-touch service and workflow for teams supporting complex assets
• Act as escalation point for complex account issues
• Bridge gap between private wealth advisors and associates with discretion
• Oversee branch administration, facilities, HR matters, and P&L
• Recruit, onboard, train, and manage administrative staff; conduct performance reviews

Skills

Leadership

Team management

Client service

Communication

FINRA compliance

Job description

UBS in Northbrook, IL is seeking an Administrative Officer to lead a team of client associates within Wealth Management Americas. The role focuses on managing high-touch service, branch operations, and personnel leadership to deliver precise, discreet service to Ultra High Net Worth clients.

You will coach and develop staff, ensure policy adherence, and serve as a key liaison between private wealth advisors and associates.