United States - New York

Business management, administration and support, Finance, Management and Business Support

Global Wealth Management

Your role

Are you driven by the desire to deliver exceptional client service? Do you know how to make sure things run smoothly?

We are seeking an experienced and strategic Team Business Manager to streamline and enhance our internal operations, ensuring efficiency and collaboration across all aspects of the team. This role will oversee process optimization, task/project coordination, and execution of business initiatives, enabling our advisors and relationship managers to focus on delivering an outstanding client experience. It will also include hiring, onboarding, and training; employee performance management, compensation, culture and employee relations.

Operational Efficiency & Process Optimization

• Implement and manage a task and workflow management system to improve team productivity.
• Design and maintain a client service matrix, ensuring seamless client interactions and clear internal roles.
• Continuously assess and enhance firm processes, identifying opportunities for automation and efficiency.

Team & Calendar Management

• Oversee and optimize partner and team meeting schedules, ensuring time is allocated effectively.
• Coordinate internal meetings, including agenda planning, follow-ups, and action tracking.
• Develop a system to track goals and key performance metrics across the firm.

People & Performance Management

• Support team development through clear role definitions, accountability measures, and structured check-ins.
• Assist in compensation planning and performance evaluations to align incentives with firm goals.
• Foster a collaborative culture where clients feel the strength of the entire team, with seamless handoffs and shared expertise.

Client Service & Experience Enhancement

• Ensure all client interactions reflect our commitment to excellence and consistency.
• Support the partners in case management, ensuring multiple team members can step in seamlessly for any client.
• Act as a key liaison between teams to maintain high-touch, high-efficiency client service.

Marketing & Business Development

• Maintain marketing materials, website, LinkedIn presence
• Oversee COI relationships
• T&E and business travel
• Develop and manage client appreciation programs, events, and exclusive experiences.
• Oversee digital engagement strategies, including email campaigns and newsletters, to keep clients informed about market trends and firm updates.
• Identify opportunities to expand the firm’s client base through referrals, strategic partnerships, and lead generation efforts.
• Work with advisors to optimize client acquisition processes, ensuring marketing efforts align with the firm’s brand and target audience.
• Analyze firm performance data to identify areas for revenue growth, service expansion, and process improvement.
• Collaborate with leadership to explore M&A opportunities, advisor recruitment, or new service offerings to enhance the firm’s market presence.

Detailed salary information:
• New York: the salary range for this role is $77000 to $100000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

319206BR

City

New York

Job Type

Full Time

Your team

We are a dynamic and growing wealth management team committed to delivering an exceptional client experience while fostering a culture of relentless optimization, thoughtfulness, ambitious and entrepreneurial mindset, and growth—both for our clients and our team.

Your expertise

• 5+ years of experience in business operations, practice management, or a similar role within financial services.
• series 7 and 66
• Strong understanding of wealth management operations, including client service models and compliance considerations.
• Expertise in project management, process improvement, and technology solutions for professional services firms.
• Excellent leadership, communication, and organizational skills to drive efficiency and collaboration.
• Ability to think strategically while executing tactically, balancing big-picture vision with daily operations.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $77000 to $100000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.