Key responsibilities
Ready to take your career to the next level? Are you passionate about leading and developing others as well as developing Financial Advisors and driving business performance? We are looking for someone like you who can:
• lead, coach, and develop a team of Financial Advisors to drive client acquisition, asset growth, revenue generation, and overall business performance
• execute WAC growth strategies by leveraging referral partnerships, feeder channels, and advisor-led client engagement opportunities
• coach advisors to enhance sales effectiveness, financial planning capabilities, retirement expertise, platform knowledge, and delivery of a best-in-class client experience
• drive consistent execution of business development activities, performance management, and advisor development through ongoing coaching and training
• oversee daily office and call center operations, ensuring effective supervision, operational excellence, and achievement of business objectives
• collaborate across business partners and stakeholder groups to identify growth opportunities, remove barriers, and improve client outcomes
• foster a high-performance culture focused on accountability, continuous improvement, teamwork, and results
The team
The UBS Wealth Advice Center is a UBS branch with locations in Weehawken, New Jersey; Charlotte, North Carolina; and Dallas, Texas, focused on delivering consistent, high quality advice and guidance to Emerging Affluent clients through a scalable, relationship based service model.
Our team currently supports more than 250,000 clients nationwide. Clients are served by a team of over 400 dedicated professionals, including Financial Advisors and Team Associates, who work directly with clients—primarily over the phone—to understand their individual needs and help them make informed decisions in support of their long term financial goals.
The Sales Manager partners closely with the WAC Head of Business Development and WAC leadership to execute strategic growth initiatives, including Financial Wellness programs, retirement planning campaigns, referral and feeder channel optimization, and client engagement strategies. You will lead and develop a team of Financial Advisors focused on delivering business growth, client acquisition, and exceptional client outcomes.
Your skills and experience
• Bachelor's degree required
• ideally, 7+ years of experience in financial services, wealth management, investment advisory, or a related field and ideally, 2+ years of leadership experience managing Financial Advisors, sales professionals, or client-facing teams
• proven track record of driving business growth, client acquisition, advisor productivity, and sales results
• strong coaching and leadership capabilities, with experience developing advisor talent and building high-performing teams
• experience executing business development initiatives, referral strategies, and client engagement programs.
• FINRA SIE, Series 7, and Series 66 licenses required; Series 9/10 preferred; required within 120 days of hire
• known for delivering results, building strong teams, and creating a culture of accountability and excellence
• effective coach who can inspire, motivate, and develop advisors at various levels of experience as well as experienced in driving client acquisition, deepening client relationships, and executing business development strategies
• highly organized and detail-oriented, with the ability to prioritize, delegate, and execute against strategic objectives
• proactive problem solver who embraces change and continuously seeks opportunities to improve people, processes, and outcomes
• confident and resilient in complex environments, with the ability to lead through ambiguity and change
• 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.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - New Jersey - Weehawken min USD 120000 - max USD 160000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit
ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
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.
