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Market Director
Company | UBS |
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Location | Tacoma, WA, USA |
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Salary | $325000 – $500000 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Senior |
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Requirements
- ideally 5-7 years of experience in a similar role within a leading financial institution
- proven leadership experience
- series 7, 66, and 9/10
- motivated, self-directed and driven
- skilled at creating a positive business culture (you have the human touch)
Responsibilities
- act as a deputy to the Market Head in the daily management of the Market
- develop a structured coaching program for financial advisors, helping them identify and achieve their growth needs
- run regular sales meetings, assist with implementing growth initiatives, evaluate progress and create action plans to address underperformance
- when appropriate, manage and resolve all escalated issues, including financial, reputational, compliance, supervisory, operational and HR governance risks
- assist with selecting, hiring and on-boarding of financial advisors and oversee conversion of those transitioning
- serve as financial advisor to personal clients while managing market responsibilities
Preferred Qualifications
No preferred qualifications provided.