Do you have a passion for delivering impactful training? Are you an engaging and effective communicator? Do you have a proven track record of success in wealth management? If yes, we are looking for someone like you that can lead the facilitation of our wealth management training programs in the Wealth Advice Center.

You will:

• deliver high-impact training sessions to financial advisors and leaders at all levels, both in person and virtually
• facilitate interactive learning experiences, including group discussions, role-playing, exercises, and case studies
• adapt training delivery style to meet the diverse learning needs and preferences of participants
• provide constructive feedback and coaching to participants to enhance their skills and performance
• collaborate with subject matter experts (SMEs), including senior leaders, compliance officers, and product specialists, to identify and analyze training needs
– assist in developing and implementing the training strategy for the UBS Wealth Advice Center that aligns towards our business strategy and priorities
• build and maintain strong relationships with key stakeholders, including senior leaders, managers, and financial advisors
• evaluate and listen to Financial Advisor calls monthly
• address training-related inquiries and resolve any issues that may arise

Job Reference #

310722BR

City

Weehawken

Job Type

Full Time

Your team

The UBS Wealth Advice Center (WAC) is a team of wealth management professionals dedicated to providing financial solutions and quality advice and guidance to emerging affluent clients.

At the WAC, we combine our digital tools with highly trained financial advisors to offer an industry-leading hybrid digital advice model. Founded in 2007, the WAC has developed into a national platform that delivers advice to 200k+ clients, with over $20B in AUM.

The WAC is committed to building a culture centered on equity and inclusion by deliberately cultivating a diverse team. By creating an inclusive and diverse environment, we more effectively represent, understand, and provide for our clients. At the WAC, we emphasize education and expertise, this is why many of our FAs hold or are pursuing the CFP ® designation. We are a dedicated team of 300+ professionals determined to help investors face the future with confidence.

Your expertise

You have:
• the ability to commute to the Weehawken, NJ office 4-days a week minimum
• earned a bachelor's degree from an acreddited institution
• SIE, Series 7, 66 licensed, Series 9/10 preferred
• 5+ years' experience in training and development, with a strong focus on sales and leadership development

You are:
• excellent at presenting and communicating at all levels
• resourceful in leveraging internal and external sales and support desks to facilitate training needs
• highly detail oriented and prioritize work to ensure everything is completed in a timely manner
• an individual that demonstrates self-confidence

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Requirements

Series 7, 66 licenses required.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.