Charlotte, New Jersey, USA
2 days ago
Annuity Team Manager, UBS Wealth Advice Center
Ready to take your career to the next level? As an Annuity Team Manager in the Wealth Advice Center (WAC), you’ll lead a dynamic team, drive revenue, and shape strategy—all while honing your leadership skills. Empower others, make impactful decisions, and watch your efforts translate into measurable success. If you’re passionate about sales and thrive in a fast-paced environment, this opportunity will allow you to step into a role where your leadership can truly make a difference.

You will:
• ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients; the UBS Wealth Advice Center's 250+ Financial Advisors serve ~300,000 clients with aggregate assets of ~$20Bn
• oversee a team of Annuity Relationship Managers responsible for serving as a strategic link between clients, carriers, and the organization identifying opportunities for upselling and cross-selling while addressing client needs proactively
• demonstrate the ability to inspire and guide a team toward achieving shared goals through performance reviews and ongoing feedback
• coach and develop Relationship Managers in areas such as platform knowledge, research, tool usage, retirement planning, business excellence training, and solutions that are critical to the WAC's ability to deliver an excellent client experience
• work with Senior Leadership, Relationship Managers and Financial Advisors to drive a high-performance growth culture
• assist with the overall supervision, management and running of the day-to-day functions of the office
• oversee call center operations to ensure optimal and efficient performance
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