Regional Development Officer

UBS is a leading global financial services firm. Global Wealth Management & Business Banking offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. We are the world's leading wealth management business, Switzerland’s leading retail and commercial bank, and one of the biggest private client businesses in the USA. By combining your talent with our strength, we can achieve great results.Your job will be to provide New Financial Advisors (FA) development training and program management support for their aligned regions. You will help drive various product and sales initiatives in support of firm’s Wealth Management platform. You will review New FA development business plans (targets, opportunity logs, New Reports, levels) and submit evaluations to the Head of New Financial Advisor Development (NFAD) Field Management. You will conduct target branch visits to review New FA performance. You will partner with and provide ongoing feedback to Business Technology Advisors (BTA), Regional Directors (RD) and Branch/Operations Managers (BOM) on New FA performance; you will train and provide ongoing coaching tools as needed. You will partner with Divisional Hiring Officers (DHO) as it relates to ensuring quality candidate selection and assessing viability of New FA business plans. You will provide training and facilitation support throughout the various stages of the New FA Development Training Program. You will conduct New FA development Conference Calls to discuss prospecting path training. You will assist in curriculum design and continuous improvement of New FA Development Program. You will provide individualized coaching support as it relates to consultative selling skills and business plan development for New FAs during Stage 2 training. You will facilitate major market cluster meetings in the field, conduct field conference calls and branch visits in support of New FA development goals and to ensure branch accountability during Stage 3 production period.Preferred Qualifications:You have Experience in Financial Services Industry role, preferably retail brokerage environment.We can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth.If you are attracted to joining an organization where every individual’s contribution counts and where your talent will impact on our future, please apply for this position. It starts with you. Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
REQUIREMENTS
Basic Qualifications:You are a professional with a college degree, an advanced degree in finance given additional consideration. You have 7 - 10 years branch experience or financial industry experience. You have experience in delivering similar programs in the financial industry, banks, investment banks, University and MBA programs. You have experience in a Financial Services Industry role. You possess excellent verbal and written skills
You should be assessed favorably as a candidate for Branch Management.