Financial Advisor Team Manager (Institutional Benefits)

At UBS, we believe in empowering individuals and businesses to achieve their financial goals through personalized guidance and support. As the Financial Advisor Team Manager for our Institutional Benefits division, you will play a crucial role in leading a team of highly skilled financial advisors to deliver exceptional services to our institutional clients. We are seeking a dynamic and experienced leader who is passionate about helping others achieve financial success. If you are a results-driven individual with strong leadership skills and a deep understanding of institutional benefits, we invite you to join our team at UBS.

1. Lead and manage a team of financial advisors to provide excellent service to institutional clients.
2. Develop and implement strategies to achieve team and individual performance goals.
3. Act as a mentor and coach to team members, providing guidance and support to help them reach their full potential.
4. Monitor and evaluate team performance, providing regular feedback and addressing any performance issues.
5. Collaborate with other departments and teams within UBS to ensure seamless and efficient delivery of services to clients.
6. Stay updated on industry trends and changes in institutional benefits to ensure the team is well-informed and able to provide relevant and up-to-date advice to clients.
7. Foster a positive and collaborative team culture, promoting teamwork and open communication.
8. Identify and pursue opportunities to grow the team's client base and increase revenue.
9. Ensure compliance with all regulatory and company policies and procedures.
10. Represent UBS and the Institutional Benefits division at industry events and conferences.
11. Provide strategic input and suggestions to senior management to drive continuous improvement within the division.
12. Manage and allocate resources effectively to ensure optimal team performance and productivity.
13. Develop and maintain strong relationships with institutional clients, providing personalized guidance and support to help them achieve their financial goals.
14. Conduct regular performance reviews and provide ongoing training and development opportunities for team members.
15. Act as a brand ambassador for UBS, promoting the company's values and mission to clients and external stakeholders.

According to JobzMall, the average salary range for a Financial Advisor Team Manager (Institutional Benefits) in New Jersey, USA is $86,000 - $130,000 per year. This may vary depending on the specific company, location, and years of experience of the individual. Additional factors such as bonuses, commissions, and benefits can also impact the overall salary range.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.