Financial Wellness Team Manager - UBS Wealth Advice Center

Are you a confident decision maker and problem solver? Are you passionate about coaching and developing talent? Do you enjoy leading people and have the ability to influence people around you in positive and professional way?

• manage a team of Financial Wellness Coaches on the Financial Wellness Team of the UBS Wealth Advice Center, which focuses on emerging affluent and core affluent client segments at UBS. Our office consists of 400+ Wealth Management Associates and Financial Advisors who serve ~200,000 clients with aggregate assets of nearly ~$22bn
• ensure your team of Financial Wellness Coaches are addressing service requests from our participants and our Financial Advisors in a timely manner
• execute Workforce Management (WFM) functions, including staffing incoming call queues and monitoring daily SLAs against defined goals
• deliver ongoing coaching and development to your team through trainings, call listening, and regular feedback sessions
• work with your team to prioritize account service and delegate daily case assignments
• onboard and develop new Financial Wellness Coaches as they join the Wealth Advice Center platform
• manage all service center-like aspects to ensure things run smoothly

Your team

You’ll be working as part of the Financial Wellness Team managing a portion of our Financial Wellness Coach population. You will play a critical role in leading your team of Financial Wellness Coaches tasked with providing excellent service to both our clients and our Financial Advisors while working to proactively coach and develop your team’s overall skillset.

Your expertise

• Undergraduate degree is required
• SIE, Series 7, Series 66 licenses are required
• Series 9 and Series 10 are preferred, but must be obtained within 120 days of employment
• fluency in Spanish is required
• strong track record of success in a similar position managing others and known for getting things done and inspiring others to follow you while being able to manage your time well and handle a large workload in a fast-paced environment
• highly detail oriented and prioritize work to ensure everything is completed in a timely manner and able to lead and positively influence others
• excellent problem solver and collaborate well with other people and teams
• demonstrate self-confidence and the ability to maintain composure in challenging environments
• driven with a proactive mindset as well as excellent listener with outstanding communication skills, both verbal and written
• able to adapt and work well under pressure in a complex environment while also managing projects independently and assuming a high level of responsibility
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.