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About the Role
The Associate Market Executive is a strategic leadership partner responsible for executing business objectives, driving growth, supporting advisors, and enhancing operational effectiveness within the Manhattan Market.
Responsibilities
- Partner with Market Executives and Market Directors to execute strategic priorities, drive business growth, and achieve market performance objectives.
- Lead initiatives focused on revenue growth, net new asset acquisition, advisor productivity, client acquisition, and market profitability.
- Serve as the primary advisor on Financial Advisor compensation matters.
- Coach and support Financial Advisors in business planning, practice management, prospecting strategies, pricing decisions, and complex client situations.
- Identify opportunities to increase assets under management, deepen client relationships, expand market share, and improve advisor effectiveness.
- Support recruitment, onboarding, succession planning, and leadership development initiatives for Financial Advisors and Field leaders.
- Partner with operations, administrative, and client service teams to drive process improvements, organizational effectiveness, client retention, and an enhanced advisor and client experience.
Requirements
- Series 7, 66, and 9/10
- Proven ability to lead through influence and collaboration.
- Demonstrated success managing complex initiatives and multiple stakeholders.
- Exhibits business acumen with a strong understanding of wealth management, advisor practice management, and business development.
- Strong understanding of compliance, supervisory, and operational risk requirements.
- Experience managing complex and sensitive business situations.
- Exceptional communication and stakeholder management skills, with the ability to build credibility with senior leaders, advisors, and business partners.
Skills
- Wealth management
- Advisor practice management
- Business development
- Compliance
- Supervisory risk management
- Operational risk management
- Communication
- Stakeholder management
Location
- New York, New York
Work Type
- Full-time
Experience Level
- 5+ years of experience in a similar role within a leading financial institution
Salary/Compensations
- min USD 250000 - max USD 300000 /annum
Benefits
- Competitive benefits package
- Additional variable compensation or awards may be provided
About the Company
- UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.
- Provides diversified asset management solutions and focused investment banking capabilities.
- Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
- Collaboration is at the heart of everything we do.
- 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.
- Inclusive culture brings out the best in our employees.
- Uses artificial intelligence (AI) to work smarter and more efficiently.
Equal Opportunity
- 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.
- Committed to disability inclusion and providing reasonable accommodation/adjustments throughout the recruitment process.