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UBS · United States

# Financial Wellness Team Manager, UBS Wealth Advice Center

United States Manager or lead Finance & Accounting 

Listed on UBS’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=345552)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Financial Wellness Team Manager, UBS Wealth Advice Center

## Job description

Are you a confident decision maker and problem solver? Are you passionate about coaching and developing talent? Do you enjoy leading people and have the ability to influence people around you in positive and professional way?
- manage a team of Financial Wellness Coaches on the Financial Wellness Team of the UBS Wealth Advice Center, which focuses on emerging affluent and core affluent client segments at UBS. Our office consists of 400+ Wealth Management Associates and Financial Advisors who serve ~200,000 clients with aggregate assets of nearly ~$22bn
- ensure your team of Financial Wellness Coaches are addressing service requests from our participants and our Financial Advisors in a timely manner
- execute Workforce Management (WFM) functions, including staffing incoming call queues and monitoring daily SLAs against defined goals
- deliver ongoing coaching and development to your team through trainings, call listening, and regular feedback sessions
- work with your team to prioritize account service and delegate daily case assignments
- onboard and develop new Financial Wellness Coaches as they join the Wealth Advice Center platform
- manage all service center-like aspects to ensure things run smoothly

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Under a day
- Location: United States[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=345552)

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