Manager, Client Advice Jobs
Manager, Client Advice jobs are open across financial services, insurance, and wealth management firms, covering specializations in financial planning, relationship management, and advisory services, from associate to senior manager level. See the openings below and apply to the ones that match your experience.
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Showing 5 of 21+ Manager, Client Advice jobs
Sales Manager, UBS Wealth Advice Center
United States - New Jersey
Management and Business Support, Sales
Global Wealth Management
Job Reference #
343740BR
City
Weehawken
Job Type
Full Time
Key responsibilities
- lead, coach, and develop a team of Financial Advisors to drive client acquisition, asset growth, revenue generation, and overall business performance
- execute WAC growth strategies by leveraging referral partnerships, feeder channels, and advisor-led client engagement opportunities
- coach advisors to enhance sales effectiveness, financial planning capabilities, retirement expertise, platform knowledge, and delivery of a best-in-class client experience
- drive consistent execution of business development activities, performance management, and advisor development through ongoing coaching and training
- oversee daily office and call center operations, ensuring effective supervision, operational excellence, and achievement of business objectives
- collaborate across business partners and stakeholder groups to identify growth opportunities, remove barriers, and improve client outcomes
- foster a high-performance culture focused on accountability, continuous improvement, teamwork, and results
The team
The UBS Wealth Advice Center is a UBS branch with locations in Weehawken, New Jersey; Charlotte, North Carolina; and Dallas, Texas, focused on delivering consistent, high quality advice and guidance to Emerging Affluent clients through a scalable, relationship based service model.
Our team currently supports more than 250,000 clients nationwide. Clients are served by a team of over 400 dedicated professionals, including Financial Advisors and Team Associates, who work directly with clients—primarily over the phone—to understand their individual needs and help them make informed decisions in support of their long term financial goals.
The Sales Manager partners closely with the WAC Head of Business Development and WAC leadership to execute strategic growth initiatives, including Financial Wellness programs, retirement planning campaigns, referral and feeder channel optimization, and client engagement strategies. You will lead and develop a team of Financial Advisors focused on delivering business growth, client acquisition, and exceptional client outcomes.
Your skills and experience
- Bachelor's degree required
- ideally, 7+ years of experience in financial services, wealth management, investment advisory, or a related field and ideally, 2+ years of leadership experience managing Financial Advisors, sales professionals, or client-facing teams
- proven track record of driving business growth, client acquisition, advisor productivity, and sales results
- strong coaching and leadership capabilities, with experience developing advisor talent and building high-performing teams
- experience executing business development initiatives, referral strategies, and client engagement programs.
- FINRA SIE, Series 7, and Series 66 licenses required; Series 9/10 preferred; required within 120 days of hire
- known for delivering results, building strong teams, and creating a culture of accountability and excellence
- effective coach who can inspire, motivate, and develop advisors at various levels of experience as well as experienced in driving client acquisition, deepening client relationships, and executing business development strategies
- highly organized and detail-oriented, with the ability to prioritize, delegate, and execute against strategic objectives
- proactive problem solver who embraces change and continuously seeks opportunities to improve people, processes, and outcomes
- confident and resilient in complex environments, with the ability to lead through ambiguity and change
- you’re curious to explore how AI can improve how we build, deliver and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards and ethical use.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
- United States - New Jersey - Weehawken min USD 120000 - max USD 160000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
Sales Manager, UBS Wealth Advice Center | UBS - Experienced professionals - job boards
Sales Manager, UBS Wealth Advice Center
United States - New Jersey
Management and Business Support, Sales
Global Wealth Management
Job Reference #
343740BR
City
Weehawken
Job Type
Full Time
Key responsibilities
- lead, coach, and develop a team of Financial Advisors to drive client acquisition, asset growth, revenue generation, and overall business performance
- execute WAC growth strategies by leveraging referral partnerships, feeder channels, and advisor-led client engagement opportunities
- coach advisors to enhance sales effectiveness, financial planning capabilities, retirement expertise, platform knowledge, and delivery of a best-in-class client experience
- drive consistent execution of business development activities, performance management, and advisor development through ongoing coaching and training
- oversee daily office and call center operations, ensuring effective supervision, operational excellence, and achievement of business objectives
- collaborate across business partners and stakeholder groups to identify growth opportunities, remove barriers, and improve client outcomes
- foster a high-performance culture focused on accountability, continuous improvement, teamwork, and results
The team
The UBS Wealth Advice Center is a UBS branch with locations in Weehawken, New Jersey; Charlotte, North Carolina; and Dallas, Texas, focused on delivering consistent, high quality advice and guidance to Emerging Affluent clients through a scalable, relationship based service model.
Our team currently supports more than 250,000 clients nationwide. Clients are served by a team of over 400 dedicated professionals, including Financial Advisors and Team Associates, who work directly with clients—primarily over the phone—to understand their individual needs and help them make informed decisions in support of their long term financial goals.
The Sales Manager partners closely with the WAC Head of Business Development and WAC leadership to execute strategic growth initiatives, including Financial Wellness programs, retirement planning campaigns, referral and feeder channel optimization, and client engagement strategies. You will lead and develop a team of Financial Advisors focused on delivering business growth, client acquisition, and exceptional client outcomes.
Your skills and experience
- Bachelor's degree required
- ideally, 7+ years of experience in financial services, wealth management, investment advisory, or a related field and ideally, 2+ years of leadership experience managing Financial Advisors, sales professionals, or client-facing teams
- proven track record of driving business growth, client acquisition, advisor productivity, and sales results
- strong coaching and leadership capabilities, with experience developing advisor talent and building high-performing teams
- experience executing business development initiatives, referral strategies, and client engagement programs.
- FINRA SIE, Series 7, and Series 66 licenses required; Series 9/10 preferred; required within 120 days of hire
- known for delivering results, building strong teams, and creating a culture of accountability and excellence
- effective coach who can inspire, motivate, and develop advisors at various levels of experience as well as experienced in driving client acquisition, deepening client relationships, and executing business development strategies
- highly organized and detail-oriented, with the ability to prioritize, delegate, and execute against strategic objectives
- proactive problem solver who embraces change and continuously seeks opportunities to improve people, processes, and outcomes
- confident and resilient in complex environments, with the ability to lead through ambiguity and change
- you’re curious to explore how AI can improve how we build, deliver and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards and ethical use.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
- United States - New Jersey - Weehawken min USD 120000 - max USD 160000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
Sales Manager, UBS Wealth Advice Center | UBS - Experienced professionals - job boards
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Find Manager, Client Advice JobsManager, Client Advice Job Market
Who's Hiring
Top Industries Hiring
- Healthcare & Medical Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in Manager, client advice jobs.
- Bachelor's degree in finance, business, economics, or a related field
- 3 to 7 years of experience in client-facing advisory or relationship management roles
- FINRA Series 7 and Series 66 licenses or equivalent state registrations
- Demonstrated ability to manage and retain a portfolio of client relationships
- Proficiency with CRM platforms and financial planning software
- Strong consultative communication skills and comfort presenting to clients
Tips for Your Manager, Client Advice Job Search
Tailor your resume to advisory outcomes
Hiring managers in client advice roles want to see retention rates, portfolio growth, and client satisfaction metrics, not just duties. Reframe each bullet around the result you drove for clients, not the process you followed.
Apply early to roles that fit
Migrate Mate lists manager, client advice openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Highlight your book of business clearly
Many job descriptions for manager, client advice roles ask about the size and complexity of your client portfolio. State the number of relationships you managed and the product types involved so screeners can assess fit immediately.
Target postings by client segment served
Job titles vary significantly by segment, such as retail, high-net-worth, or institutional. When searching, filter by the client type you have the most experience with to avoid wasting time on mismatched roles.
Prepare a client scenario for the interview
Expect at least one behavioral question about a difficult client situation. Prepare a specific example where you diagnosed a client need, proposed a solution, and managed the outcome, including any friction along the way.
Negotiate your client load expectations upfront
Before accepting an offer, ask how many active client relationships the role carries and what the ramp timeline looks like. Misaligned expectations on client load are one of the most common reasons new hires leave within the first year.
Manager, Client Advice Jobs: Frequently Asked Questions
Which companies are hiring the most manager, client advices?
The companies hiring the most manager, client advices right now include Thrivent, UBS, and Providence, with the largest share of openings in Texas, Minnesota, and California, based on current listings on Migrate Mate as of November 2026. Financial services firms and insurance companies consistently account for the bulk of active postings in this role category.
How many manager, client advice jobs are remote?
About 83% of manager, client advice openings are fully remote or hybrid as of November 2026, though the share varies by employer type and client segment. Roles focused on digital advisory services and phone-based client support tend to offer the most remote flexibility, while positions managing in-person relationships at branch locations are typically on-site.
How do you become a manager, client advice?
Start by building experience in a client-facing financial services role, such as a financial advisor associate or client services representative. Obtain relevant licenses like FINRA Series 7 and Series 66, which most employers require before you manage client accounts independently. From there, demonstrate your ability to retain clients and grow relationships, then apply for manager-level roles that specify advisory responsibility.
Can you get hired as a manager, client advice with little experience?
Some firms hire candidates with limited direct advisory experience if they hold the required licenses and have strong client communication skills from adjacent roles, such as retail banking or insurance sales. Targeting smaller firms or regional financial institutions can also lower the experience threshold compared to large national companies, which typically require a proven client portfolio.
What does the manager, client advice interview process look like?
The process typically starts with a recruiter screen focused on your licensing status and client experience, followed by a panel interview with a hiring manager and a senior advisor. Expect behavioral questions about managing client objections, handling service failures, and prioritizing a large client book. Some firms add a case study or role-play exercise where you walk through an advisory conversation with a mock client.
Where can I find and apply to manager, client advice jobs?
You can find and apply to manager, client advice jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level, client segment, and location preference, then apply directly to each listing that fits.
See All 21 Manager, Client Advice Jobs
Find roles that match your experience and apply in just a few clicks.
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