Assistant Market Head
UBSUnited states - massachusettsUpdate time: January 14,2020
Job Description
Do you have a proven ability to create a business development strategy? Are you an expert when it comes to implementing sales growth plans?
We’re looking for an Assistant Market Head to:
Key Responsibilities:
*Run regular sales meetings, assist with implementing growth initiatives, evaluate progress and create action plans to address underperformance
*Monitor FA and client activity, ensuring that compliance meets with regulations and manage all client issues
*Manage and resolve all escalated issues, including those that are financial, reputational, compliance, supervisory, operational and HR Governance risks
*Serve as Financial Advisor to personal clients while managing branch responsibilities
Key Deliverables:
*Develop business development strategy and implement growth plans for the branch
*Create and drive a culture of asset growth, continued Financial Advisor development and high retention within the branch
*Develop structured coaching program for FAs and establish a sustainable process to help them identify and achieve their growth and productivity needs
*Assist with selecting, hiring and on-boarding of FAs and oversee conversion of transitioning FAs
An Assistant Market Head assists with the day to day management and business growth of the branch and market. They drive business growth and assist with the management and development of Financial Advisors within the branch, perform compliance, regulatory and administrative tasks alongside managing a set of personal clients.
We’re looking for an Assistant Market Head to:
Key Responsibilities:
*Run regular sales meetings, assist with implementing growth initiatives, evaluate progress and create action plans to address underperformance
*Monitor FA and client activity, ensuring that compliance meets with regulations and manage all client issues
*Manage and resolve all escalated issues, including those that are financial, reputational, compliance, supervisory, operational and HR Governance risks
*Serve as Financial Advisor to personal clients while managing branch responsibilities
Key Deliverables:
*Develop business development strategy and implement growth plans for the branch
*Create and drive a culture of asset growth, continued Financial Advisor development and high retention within the branch
*Develop structured coaching program for FAs and establish a sustainable process to help them identify and achieve their growth and productivity needs
*Assist with selecting, hiring and on-boarding of FAs and oversee conversion of transitioning FAs
An Assistant Market Head assists with the day to day management and business growth of the branch and market. They drive business growth and assist with the management and development of Financial Advisors within the branch, perform compliance, regulatory and administrative tasks alongside managing a set of personal clients.
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