UBS Financial Services Divsional Sales Manager in Houston, Texas

Your role:

The Divisional Sales Manager helps drive the firm's strategy at the divisional level by working closely with both the divisional team and the Home Office in order to deliver appropriate content, tools and resources to Advisors and constituents in the field. This role has three key functions:

  1. Partner with the Divisional Director to drive the division's top-line focused KPIs in collaboration with complex leadership teams, strategically leveraging UBS and external capabilities to achieve these goals

  2. Strategically align the resources of the firm to the branches/FA's and help navigate the WMA franchise (including divisional consulting teams, and other home office resources)

  3. Build relationships with Advisors, positioning role as a key facilitator of business growth, via business development analysis and support

Key Responsibilities of the DSM Role:

  • Drives the KPIs and business growth in the region

  • Drive the key pillars of Guide to Growth in the region

  • Aligns and prioritizes divisional sales activities and

divisional resources by building awareness around

firm initiatives and the needs of the Field

  • Collaborates effectively with regional consultants

and sales desks to deliver the best of UBS to the


  • Assists in the development and execution of sales

strategies, new product launches and key firm


  • Creates an effective bridge between branch

managers and the home office, providing a

continuous feedback loop

  • Enhances the brand / UBS Client Experience

(Culture carrier)

  • Shares sales practices and successes with peers

  • Helps drive retention efforts of Financial Advisors

  • Maintain focus on goals and communicate

opportunities and needs of the market; lead

implementation efforts with regard to firm growth

programs and campaigns

  • Develop structured coaching program for FAs and

establish a sustainable process to help them identify

and achieve their growth and productivity needs

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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.

Your team:

You will be working as part of Wealth Management USA. 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 will be responsible for building relationships with financial advisors and field management, positioning yourself as a key facilitator of business growth. You'll keep your finger on the pulse of the field, communicating market opportunities and driving our efforts on growth programs.

Your expertise:

You have

  • 5+ years of financial services experience

  • Series 7, 66 and must get 9/10 in the role within 6

months of start date

  • Experience working with field leadership teams and

financial advisors

  • Strong knowledge in markets and ability to

proactively drive sales and business development

  • Strong relationship management and relationship

building skills

You are:

  • able to proactively drive sales and business


  • skilled at building relationships at all levels and

locations of the organization

  • willing to collaborate and grow with your peers,

sharing sales best practices and successes to bring

everyone to the next level (you thrive on a team)

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Your colleagues:

Join us:

We're a truly global, collaborative and friendly group of people., Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Job Reference #: 186371BR

Business Divisions: Global Wealth Management

Title: Divsional Sales Manager

City: Houston

Job Type: Full Time

Country / State: United States - Texas

Function Category: Sales