UBS Financial Services Head of Next Generation Advisor Development in Weehawken, New Jersey
Do you enjoy working on the people side of business strategy? Do you enjoy developing and leading execution of large scale programs? Have you had significant success building and designing multi-faceted solutions to business challenges? Are you a leader with a track record leading, motivating, and developing a team?\t
We are looking for someone who can:
•\tDesign and deploy an evolving portfolio of advisor development programs and oversee all phases of each offering (e.g., sourcing and assessment, training, teaming, performance measurement and coaching)
•\tBring the best out of seven direct reports so that they can succeed and grow in and beyond their current roles
•\tDevelop a vision of how to best develop the advisor of the future that is informed by industry trends as predicted by both internal and external research sources
•\tPresent complex ideas succinctly to a broad range of audiences, from senior executives to advisor trainees
•\tFocus obsessively on both the end client and your direct client (our field organization) in everything that you do – constantly looking to understand their needs and how we can better meet them
•\tBuild strong, collaborative relationships across the organization to ensure advisor trainees get what they need from across the organization to best serve their clients
•\tQuickly and competently gain expertise and guide decisions on a significant range of challenges (many for which you will not be the expert) – including incentive structure, learning design, training vendor assessment, the financial planning process.
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.
Within Global Wealth Management's Client Advisory Business group, the Field Development and Productivity Team is focused on providing UBS' Financial Advisors and Field Leaders with the tools and training to help them grow their business and deepen client relationships.
As a leader within the Practice Management, Teaming and Next Gen Advisor organization, you will be expected to be intellectually curious, collaborative, and people-focused in equipping our advisor trainees to effectively operate on teams and solve for our clients’ increasingly complex needs.
Your experience and skills:
•\tExperience and excitement around designing, managing, and leading people development programs
•\tThe ability to communicate with a range of audiences, including senior management, Financial Advisor Associates, experienced Financial Advisors, and Field Leaders
•\tThe ability to effectively influence a wide range of stakeholders to execute against a shared goal
align resources across the organization in managing a complex project
•\tResilience, enthusiasm, and entrepreneurial drive to take on the challenges presented in a fast-moving environment
•\tRun multi-dimensional projects with a steering committee and multiple concurrent work streams
•\tBuilt scalable solutions and led large scale projects that supported major change at an organization
•\tBeen recognized for asking thoughtful questions and being a great listener (seriously!)
•\tReceived praise for your ability to understand the unique needs of each member you lead in developing them
•\tObtained a bachelor's degree (masters and/or advanced certification preferred)
•\tObtained the Series 7 and 66 (and ideally the series 9 and 10 as well) – OR are willing to do so over a defined time period
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Job Reference #: 175058BR
Business Divisions: Global Wealth Management
Title: Head of Next Generation Advisor Development
Job Type: Full Time
Country / State: United States - New Jersey
Function Category: Process, project and program management