Training Manager, UBS Wealth Advice Center
Apply NowCompany: UBS
Location: Weehawken, NJ 07086
Description:
Your role
Do you have a passion for developing talent? Do you excel at transferring knowledge to the next generation? We are looking to hire a dynamic facilitator who can execute world class training programs that optimize employee performance.
You will:
lead facilitation of WAC Training Programs to new Financial Advisors and associates
prepare training program schedules based on training module content and time allotted
deliver effective, engaging training sessions for all modules in the WAC training programs
incorporate elements of dynamic delivery (e.g. pace, inflection, referring to learner by name) and techniques to maintain learner interest
ask and answer questions while facilitating that lead to learning
review training practice and ensure training in line with company policies and procedures
provide positive and constructive feedback to trainees
listen and evaluate new FA and associate calls monthly
foster relationships with the trainee's managers
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:
earned a degree from an accredited institution
SIE, Series 7, 66 licensed required
Series 9/10 preferred
2+ years' experience in financial services, coaching and developing others around you (preferred)
You are:
a strong verbal and written communicator, comfortable interfacing with colleagues at all levels
resourceful in leveraging internal and external sales and support desks to facilitate training needs
proficient with Microsoft Suite Applications, including Outlook, Word & Excel
an individual that demonstrates self-confidence and the ability to maintain composure in challenging environments
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.
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?
Do you have a passion for developing talent? Do you excel at transferring knowledge to the next generation? We are looking to hire a dynamic facilitator who can execute world class training programs that optimize employee performance.
You will:
lead facilitation of WAC Training Programs to new Financial Advisors and associates
prepare training program schedules based on training module content and time allotted
deliver effective, engaging training sessions for all modules in the WAC training programs
incorporate elements of dynamic delivery (e.g. pace, inflection, referring to learner by name) and techniques to maintain learner interest
ask and answer questions while facilitating that lead to learning
review training practice and ensure training in line with company policies and procedures
provide positive and constructive feedback to trainees
listen and evaluate new FA and associate calls monthly
foster relationships with the trainee's managers
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:
earned a degree from an accredited institution
SIE, Series 7, 66 licensed required
Series 9/10 preferred
2+ years' experience in financial services, coaching and developing others around you (preferred)
You are:
a strong verbal and written communicator, comfortable interfacing with colleagues at all levels
resourceful in leveraging internal and external sales and support desks to facilitate training needs
proficient with Microsoft Suite Applications, including Outlook, Word & Excel
an individual that demonstrates self-confidence and the ability to maintain composure in challenging environments
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.
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?