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Senior Training Manager, UBS Wealth Advice Center

UBS
United Statesfull_timeVerifiedPosted 15 May 2025

About the role

City

Weehawken

Job Type

Full Time

Country / State

United States - New Jersey

Function Category

Management and Business Support

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?

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.

Requirements

Series 7, 66 licenses required.

Your team

The UBS Wealth Advice Center (WAC) is a team of wealth management professionals dedicated to providing financial solutions and quality advice and guidance to emerging affluent clients.

At the WAC, we combine our digital tools with highly trained financial advisors to offer an industry-leading hybrid digital advice model. Founded in 2007, the WAC has developed into a national platform that delivers advice to 200k+ clients, with over $20B in AUM.

The WAC is committed to building a culture centered on equity and inclusion by deliberately cultivating a diverse team. By creating an inclusive and diverse environment, we more effectively represent, understand, and provide for our clients. At the WAC, we emphasize education and expertise, this is why many of our FAs hold or are pursuing the CFP ® designation. We are a dedicated team of 300+ professionals determined to help investors face the future with confidence.

Your expertise

• the ability to commute to the Weehawken, NJ office 5-days a week minimum
• earned a bachelor's degree from an accredited institution
• SIE, Series 7, 66 licensed, Series 9/10 preferred
• ideally, 5+ years' experience in training and development, with a strong focus on sales and leadership development
• excellent at presenting and communicating at all levels
• resourceful in leveraging internal and external sales and support desks to facilitate training needs
• highly detail oriented and prioritize work to ensure everything is completed in a timely manner
• an individual that demonstrates self-confidence

About us

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.

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Company

UBS

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