• Job Description

  Req#: 322686BR

  Job Reference #

  322686BR

  City

  Tulsa

  Job Type

  Full Time

  Your role

  Are you driven by the desire to deliver exceptional client service? Are you a leader of change, always making sure your people and processes are fit for the future?
  
  We’re looking for a market director to:
  
  • create a vision and business development strategy
  • coach branch managers and financial advisors to deliver excellent client service, drive business growth, improve retention and establish a robust local presence
  • set financial advisor recruiting goals, lead recruiting activities and oversee the transition of advisors
  • monitor and resolve (in collaboration with partners) escalated issues, including financial, reputational, compliance, supervisory, operational and HR governance risks
  • partner with the management team to manage day-to-day activities
  • manage P&L, and incorporate P&L considerations in business decisions

  Your team

  You’ll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You'll lead the market team, reporting directly to the Market Executive. You'll manage a group of branch managers and financial advisors across your market acting as a coach on all aspects of their roles.

  Your expertise

  • ideally 5+ years of experience with a leading financial institution
  • proven leadership experience in the industry
  • FINRA Registrations: Series 3 (where applicable) Series 7, 66, 8 or 9, and 10
  • life and Health Insurance license
  • motivated, self-directed and driven
  • skilled at creating a positive business culture
  • result-oriented and assertive

  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.

  Join us

  At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
  
  We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

  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.

• About the company

  UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

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