Does supporting financial advisors grow and run their businesses by maximizing the use of digital tools and technology excite you? Are you passionate about achieving goals through communication, awareness, training and education of our workstation and applications available to FAs?

We're looking for someone with these qualities who can:
• Partner closely with the Market Executive, market management teams and the Client Service Center (CSC) in support of key digital and technology initiatives.
• Execute strategy (e.g. organic growth, net new assets, economic profit, etc.) by customizing the training approach to best leverage the workstation digital tools to deliver on that strategy.
• Drive the awareness / adoption of our digital tools throughout our FA and client-facing platforms, designed to drive organic growth and enhance FA-client interaction
• Demonstrate the practical and working knowledge of our entire digital tool suite (OLS, ACE Workstation, STARS, CRM, STAAT Tools, Digital Prospect Experience (DPX), Medallia, Wealth Way, ServiceWorks, My Total Picture, FA Social, etc.)
• Act as the liaison between field personnel, home office business, and systems development teams to represent the “voice” of the user. Proactively communicate technology platform enhancements and gather feedback from field leadership and FA teams..
• Partner with management to present and demonstrate our capabilities to prospective recruits by illustrating its potential impact on their specific business. Support all on-boarding recruits to ensure timely access to the technology platform

Job Reference #

316319BR

City

Fort Lauderdale, Palm Beach

Job Type

Full Time

Your team

You’ll be working on the Strategy, Productivity and Analytics team within the Client Experience Delivery (CED) organization. You will be located in Florida where you will be supporting the FAs, TAs and Field Leadership on a daily basis. Our goal is to partner with our Financial Advisor teams to help them drive and grow their business through the adoption of our digital tools and capabilities.

Your expertise

• 5+ years of industry experience; preferably in Wealth Management or Private Wealth.
• 2+ years of branch office or training experience.
• Bachelor degree or equivalent work experience.
• Experience with and functional knowledge of the ACE Workstation and the advisor digital tools and capabilities. within them; as well as all client-facing digital experiences preferred.
• Knowledge of the personal computer (PC), Windows operating system and Microsoft Office software.
• Self-motivated, and able to work with a high degree of autonomy, set priorities and manage deadlines.
• Adept with digital / technology and is comfortable learning, using and teaching technical concepts.
• Methodical, concise and accurate work style, with a strong attention to detail and the ability to analyze product risk and regulatory issues.
• Enthusiastic, positive, polished, poised and professional.
• Collaborative team member with analytical, problem-solving, communication and interpersonal skills.
• Ability to travel within the market throughout the year.

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.