Charlotte, New Jersey, United States
15 hours ago
Associate Sales Manager, UBS Wealth Advice Center
Are you a confident decision maker and problem solver? Do you lead by example? Do you enjoy managing people and have the ability to influence people around you in positive and professional way? We’re looking for someone like you who can:

• ensure proper execution of the client experience for UBS Wealth Advice Center (WAC) emerging affluent and core affluent clients
• work with Sales Managers and Financial Advisors to drive a high-performance growth culture and be responsible for driving and executing various business initiatives that are in line with the WAC’s growth plan
• assist Sales Managers in the overall supervision, management and running of the day-to-day functions of the office
• coach and train Financial Advisor "expertise" and capabilities in areas such as platform knowledge, research, tool usage, retirement planning, business excellence training, and solutions that are critical to the WAC's ability to deliver an excellent client experience
• manage all service center-like aspects to ensure things run smoothly, including escalated matters
• develop the Wealth Advice Center staff by assessing job performance and providing honest feedback
• work with individual team members of the staff to problem solve and answer Financial Advisor questions in a timely manner
• promote a culture of ongoing learning & development
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