Fund of Hedge Funds Marketing Professional
|Title |Private Wealth Management Regional Sales Manager |
|Job Reference # |52406BR |
|Location |United States - California |
| |United States - Texas |
|City |Houston |
| |Los Angeles |
| |San Francisco |
|Function Category |Sales |
|Business Divisions |Wealth Management Americas |
|Job Type |Full Time |
|Description |Job Summary and Mission: |
| | |
| |As the Private Wealth Management Regional Sales Manager, you partner with Regional Managers (RM) to develop region |
| |goals (households, net new assets, revenue/ROA, Private Wealth Advisor (PWA) headcount, Financial Advisor (FA)/PWA |
| |partnering) and provide consistent feedback on progress, opportunities and obstacles. |
| | |
| |Key Responsibilities: |
| |• Be accountable for driving region growth goals in partnership with Region Manager. |
| |• Visit branches to communicate PWM core messages, educate FAs on Ultra High Net Worth(UHNW) business and |
| |opportunities, as well as successes and failures. Assist Market Area Managers work with their FAs to execute the best |
| |possible solutions for their UHNW clientele. Uncover business opportunities and encourage/arrange FA/PWA partnering. |
| |Become an integral part of regional team. |
| |• Identify internal PWA candidates in partnership with Branch Office Managers. Facilitate progression and coach FAs |
| |through PWM accreditation. Partner with Branch Managers on external recruiting and help onboard new hires. |
| |• Monitor all UHNW client activity (e.g., new relationships, Automated Customer Account Transfers) and facilitate |
| |activities to optimize client experience and the growth/retention of assets. Partner with Region Manager to identify |
| |key UHNW target prospects and develop/execute acquisition plan. |
| |• Assist FAs/PWAs at point of sale meetings, local Private Briefings and client education events. Coordinate with PWM |
| |Specialists, Regional Consulting Centers, and other product and service areas (e.g., IB). |
| |• Solicit and report success stories and best practices to facilitate national PWA professional development |
|Requirements |• 5 years sales experience, preferably in financial services |
| |• Bachelor's Degree; advanced degree in Finance, Legal or Management given additional consideration |
| |• Series 7 and 63 or 66 licensed |
| |• Proven ability to negotiate and influence at all levels |
| |• Strategic perspective with tactical orientation |
| |• Excellent communication and presentation skills |
| |• Team-oriented, innovative, forward-thinking |
| |• Persistence in driving change; resilience in stressful situations |
| |• Highly organized and detail oriented with the ability to multi-task |
| |• Collaborative problem-solving skills |
| |• Has balanced perspective between the Field and Home Office |
|Our Offering |UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate |
| |culture that values and rewards the contribution of every individual. |
|It starts with you |We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the |
| |opportunity to play a vital role in our growth. If you are attracted to joining an organization where every |
| |individual's contribution counts and where your talent will impact on our future, please apply for this position. It |
| |starts with you. |
|Disclaimer / Policy |UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, |
|Statements |perspectives, skills and experiences within our workforce. |
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