Senior Training Manager, UBS Wealth Advice Center
Apply NowCompany: UBS
Location: Weehawken, NJ 07086
Description:
Your role
Do you have a passion for delivering impactful training? Are you an engaging and effective communicator? Do you have a proven track record of success in wealth management? If yes, we are looking for someone like you that can lead the facilitation of our wealth management training programs in the Wealth Advice Center.
You will:
deliver high-impact training sessions to financial advisors and leaders at all levels, both in person and virtually
facilitate interactive learning experiences, including group discussions, role-playing, exercises, and case studies
adapt training delivery style to meet the diverse learning needs and preferences of participants
provide constructive feedback and coaching to participants to enhance their skills and performance
collaborate with subject matter experts (SMEs), including senior leaders, compliance officers, and product specialists, to identify and analyze training needs
- assist in developing and implementing the training strategy for the UBS Wealth Advice Center that aligns towards our business strategy and priorities
build and maintain strong relationships with key stakeholders, including senior leaders, managers, and financial advisors
evaluate and listen to Financial Advisor calls monthly
address training-related inquiries and resolve any issues that may arise
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.
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 200k+ 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 300+ professionals determined to help investors face the future with confidence.
Your expertise
You have:
the ability to commute to the Weehawken, NJ office 4-days a week minimum
earned a bachelor's degree from an acreddited institution
SIE, Series 7, 66 licensed, Series 9/10 preferred
5+ years' experience in training and development, with a strong focus on sales and leadership development
You are:
excellent at presenting and communicating at all levels
resourceful in leveraging internal and external sales and support desks to facilitate training needs
highly detail oriented and prioritize work to ensure everything is completed in a timely manner
an individual that demonstrates self-confidence
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.
Do you have a passion for delivering impactful training? Are you an engaging and effective communicator? Do you have a proven track record of success in wealth management? If yes, we are looking for someone like you that can lead the facilitation of our wealth management training programs in the Wealth Advice Center.
You will:
deliver high-impact training sessions to financial advisors and leaders at all levels, both in person and virtually
facilitate interactive learning experiences, including group discussions, role-playing, exercises, and case studies
adapt training delivery style to meet the diverse learning needs and preferences of participants
provide constructive feedback and coaching to participants to enhance their skills and performance
collaborate with subject matter experts (SMEs), including senior leaders, compliance officers, and product specialists, to identify and analyze training needs
- assist in developing and implementing the training strategy for the UBS Wealth Advice Center that aligns towards our business strategy and priorities
build and maintain strong relationships with key stakeholders, including senior leaders, managers, and financial advisors
evaluate and listen to Financial Advisor calls monthly
address training-related inquiries and resolve any issues that may arise
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.
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 200k+ 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 300+ professionals determined to help investors face the future with confidence.
Your expertise
You have:
the ability to commute to the Weehawken, NJ office 4-days a week minimum
earned a bachelor's degree from an acreddited institution
SIE, Series 7, 66 licensed, Series 9/10 preferred
5+ years' experience in training and development, with a strong focus on sales and leadership development
You are:
excellent at presenting and communicating at all levels
resourceful in leveraging internal and external sales and support desks to facilitate training needs
highly detail oriented and prioritize work to ensure everything is completed in a timely manner
an individual that demonstrates self-confidence
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.