Job Reference #
310718BR

Job Type
Full Time

Your role
Do you have a passion for helping others succeed in wealth management? Do you have a proven track record of success in training and development? We are looking for someone like you who will:

• shape the future of our organization by developing the next generation of high-performing financial advisors and leaders
• design and implement training programs for the UBS Wealth Advice Center that align towards the firm’s overall business strategy and priorities
• lead, coach, and develop a team of facilitators that identifies, designs, and delivers learning offerings
• work closely with senior leaders, subject matter experts, and business stakeholders to understand platform training needs and ensure that training programs address specific organizational initiatives
• partner with business leaders, subject matter experts, external vendors, and technology teams to ensure training aligns with business objectives and supports organizational growth
• create and implement a leadership development strategy, determine a leader assessment process, identify and design leadership trainings that support leadership development and cross-organizational leadership engagement
• coordinate platform wide trainings and advanced trainings to keep our Wealth Advice Center Staff up to date on industry trends, best practices, and regulatory requirements
• support Recruitment in building a team of training professionals to ensure that the training function is staffed with highly skilled and motivated individuals
  
  

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 300k+ 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 over 300 professionals determined to help investors face the future with confidence.

Your expertise

• the ability to commute to the Weehawken, NJ office 5-days a week minimum
• obtained a Bachelors degree from an accredited institution
• SIE, Series 7, 66 licenses, Series 9/10 preferred
• ideally, 7+ years of experience in financial services, with a strong understanding of wealth management principles and practices
• ideally, 5+ years of experience in training/learning and development, with a proven track record of designing and delivering successful training programs
• CFP or other relevant professional designations preferred
• comfortable interfacing with colleagues at all levels and getting things done and inspiring others around you
• resourceful in leveraging internal and external sales and support desks to facilitate training needs and highly detail oriented and prioritize work to ensure everything is completed in a timely manner
• an excellent problem solver and collaborate well with other people and teams
• able to manage projects independently while assuming a high level of responsibility
  
  

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.

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?

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.