We are seeking a highly capable and respected Team Business Manager to serve as the operational and strategic backbone of our Private Wealth Management team. This individual will drive process improvement, manage team dynamics, and ensure seamless execution of our high-touch client service model.

Job Reference #

322883BR

City

Kenwood

Job Type

Full Time

Your team

Managing approx. $2.5bn for clients across the United States, 3 Point Legacy Advisors are acutely focused on serving the needs of Business Owners and Entrepreneurs. They work with 200+ privately owned businesses and, as such, have a unique understanding of the wide range of needs that come with owning a private or family business. Their 14 person Team is looking for a Business Manager to help drive processes, ensure quality control, run new initiatives, help with managing team members and positively impact team and branch culture.

Your expertise

• Bachelor’s degree minimum;
• 5+ years of experience in Operations/Management - wealth management or financial services preferred
• Strong leadership, communication, and organizational skills
• Excellence in Technology - Microsoft Office suite, CRM, comfort with AI driven tools
• series 7 and 66
• skilled at managing people
• independent, motivated, proactive, and focused

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.

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.