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Senior Training Manager – UBS Wealth Advice Center
| Company | UBS |
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| Location | Union City, NJ, USA |
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| Salary | $135000 – $175000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 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
Responsibilities
- lead the facilitation of our wealth management training programs in the Wealth Advice Center
- deliver high-impact training sessions to financial advisors and leaders at all levels, both in person and virtually
- facilitate interactive learning experiences, including group discussions, role-playing, exercises, and case studies
- adapt training delivery style to meet the diverse learning needs and preferences of participants
- provide constructive feedback and coaching to participants to enhance their skills and performance
- collaborate with subject matter experts (SMEs), including senior leaders, compliance officers, and product specialists, to identify and analyze training needs
- assist in developing and implementing the training strategy for the UBS Wealth Advice Center that aligns towards our business strategy and priorities
- build and maintain strong relationships with key stakeholders, including senior leaders, managers, and financial advisors
- evaluate and listen to Financial Advisor calls monthly
- address training-related inquiries and resolve any issues that may arise
Preferred Qualifications
