Job Reference # / 52406BR
Location / United States - California
United States - Texas
City / Houston
Los Angeles
San Francisco
Function Category / Sales
Business Divisions / Wealth Management Americas
Job Type / Full Time
Description / Job Summary and Mission:
As the Private Wealth Management Regional Sales Manager, you partner with Regional Managers (RM) to develop region goals (households, net new assets, revenue/ROA, Private Wealth Advisor (PWA) headcount, Financial Advisor (FA)/PWA partnering) and provide consistent feedback on progress, opportunities and obstacles.
Key Responsibilities:
• Be accountable for driving region growth goals in partnership with Region Manager.
• Visit branches to communicate PWM core messages, educate FAs on Ultra High Net Worth(UHNW) business and opportunities, as well as successes and failures. Assist Market Area Managers work with their FAs to execute the best possible solutions for their UHNW clientele. Uncover business opportunities and encourage/arrange FA/PWA partnering. Become an integral part of regional team.
• Identify internal PWA candidates in partnership with Branch Office Managers. Facilitate progression and coach FAs through PWM accreditation. Partner with Branch Managers on external recruiting and help onboard new hires.
• Monitor all UHNW client activity (e.g., new relationships, Automated Customer Account Transfers) and facilitate activities to optimize client experience and the growth/retention of assets. Partner with Region Manager to identify key UHNW target prospects and develop/execute acquisition plan.
• Assist FAs/PWAs at point of sale meetings, local Private Briefings and client education events. Coordinate with PWM Specialists, Regional Consulting Centers, and other product and service areas (e.g., IB).
• Solicit and report success stories and best practices to facilitate national PWA professional development
Requirements / • 5 years sales experience, preferably in financial services
• Bachelor's Degree; advanced degree in Finance, Legal or Management given additional consideration
• Series 7 and 63 or 66 licensed
• Proven ability to negotiate and influence at all levels
• Strategic perspective with tactical orientation
• Excellent communication and presentation skills
• Team-oriented, innovative, forward-thinking
• Persistence in driving change; resilience in stressful situations
• Highly organized and detail oriented with the ability to multi-task
• Collaborative problem-solving skills
• Has balanced perspective between the Field and Home Office
Our Offering / UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
It starts with you / We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.
Disclaimer / Policy Statements / UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
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