Market Executive
Posted on: 14 Sep 2023
Seattle, WA
Job Description
Your role
We’re looking for a market head to:
• create a vision and business development strategy
• coach branch managers and financial advisors to deliver excellent client service, drive business growth, improve retention and establish a robust local presence
• set financial advisor recruiting goals, lead recruiting activities and oversee the transition of advisors
• monitor and resolve (in collaboration with partners) escalated issues, including financial, reputational, compliance, supervisory, operational and HR governance risks
• partner with the management team to manage day-to-day activities
• manage P&L, and incorporate P&L considerations in business decisions
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working as part of Wealth Management Americas - led by US Wealth Management Director. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You'll lead the Pacific Northwest team, reporting directly to the division director. You'll manage a group of branch managers and financial advisors across this market acting as a coach on all aspects of their roles.
Your expertise
• ideally [3-5] years of experience with a leading financial institution
• proven leadership experience in the industry
• FINRA Registrations: Series 3 (where applicable) Series 7, 66, 9, and 10
• life and Health Insurance license
• motivated, self-directed and driven
• skilled at creating a positive business culture
• result-oriented and assertive (you don’t shy away from challenging situations)
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.
UBS Group AG
New York, New York
UBS Group AG, together with its subsidiaries, provides financial advice and solutions to private, institutional and corporate client worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advisory and solutions to private clients, and high and ultra high net worth clients. This segment provides corporate and banking, lending, wealth planning, investing, lending, asset protection, and philanthropy services, as well as family office services.
The Personal & Corporate Banking division provides financial products and services to private, corporate, and institutional clients. The Asset Management division offers investment products and services comprising equities, fixed income products, hedge funds, real estate and private markets, indexed and alternative beta strategies, and asset allocation and currency investment strategies; customized multi-asset, advisory, and fiduciary services; multi-manager hedge fund solutions and advisory services; and fund corporate governance and white-labeling services.
The Investment Bank division provides advisory, debt and equity capital market, and financing solutions; and market lending services for global wealth management, personal and corporate banking, and asset management businesses serving the corporate, institutional, and wealth management clients. This division also offers cash, derivatives, and financing; foreign exchange, precious metals, rates, and credit; and securities research services. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.
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IndustryBanking/Financial Services
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No. of Employees69,437
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Website
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Jobs Posted162
