What are the responsibilities and job description for the Annuity Team Manager, UBS Wealth Advice Center position at UBS?
Job Reference #
312212BR
Job Type
Full Time
Your role
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:
The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.
Our team currently serves over 200,000 clients. Our clients are served over the phone by a team of more than 300 professionals including both Financial Advisors and Client Service Associates who work individually with clients to understand their needs and assist them in achieving their goals.
You’ll be working as part of the leadership team managing Financial Advisors and will play a critical role in mentoring and guiding them to achieve their performance targets while delivering an excellent client experience.
Your expertise
You have:
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?
Disclaimer / Policy Statements
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.
312212BR
Job Type
Full Time
Your role
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
The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.
Our team currently serves over 200,000 clients. Our clients are served over the phone by a team of more than 300 professionals including both Financial Advisors and Client Service Associates who work individually with clients to understand their needs and assist them in achieving their goals.
You’ll be working as part of the leadership team managing Financial Advisors and will play a critical role in mentoring and guiding them to achieve their performance targets while delivering an excellent client experience.
Your expertise
You have:
- 3 years experience in a relevant role
- SIE, Series 7, Series 66 licenses. Series 9/10, Life & Health required
- experience managing others or have worked in a similar position with proven success
- a deep understanding of industry regulations and compliance requirements related to annuities and insurance products
- familiarity with recommending, selling, or managing annuity products, including fixed, variable, and indexed annuities
- a strong desire to build relationships enhancing an established culture
- excellent written and verbal communication skills
- ability to think strategically and articulate thoughts in a clear and professional manner
- known for driving results and inspiring others to achieve their best
- highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines
- able to manage your time well and handle a large workload in a fast-paced environment
- a natural problem-solver who collaborates seamlessly with individuals and teams
- demonstrates a proactive mindset and a strong drive to succeed
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?
Disclaimer / Policy Statements
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.
