Team Business Manager

United States - Georgia, United States - Pennsylvania

Finance

Global Wealth Management

Job Reference #

335961BR

City

Atlanta, Philadelphia

Job Type

Full Time

Your role

The Team Business Manager will operate at the center of the practice, aligning people, priorities, and execution across a multi city team.
Key responsibilities include:

• designing and implementing operating systems for strategic execution, meeting cadence, and accountability
• translating annual strategy into quarterly goals, monthly milestones, and weekly actions
• creating visibility and tracking so priorities, risks, and deliverables are clear
• owning practice level P&L reporting and operational performance metrics
• leading meetings that produce decisions and action—not just discussion
• holding team members accountable through direct, constructive conversations
• identifying roadblocks early and resolving or escalating with solutions

Year one success:
Leadership time spent on operations is reduced by ~50% because systems run predictably and ownership is clear.

Your team

Clear Point Partners is a 12 person wealth management team at UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across multiple states. With our rapid growth, we are seeking a Team Business Manager to serve as the integrator and executor for the practice, ensuring our internal operations run with the same clarity, discipline, and precision we deliver to clients. This role is ideal for someone who can build systems and drive execution, partnering closely with senior team leaders to turn strategy into results.

Your expertise

Required:

• 3–5+ years of experience in operations, chief of staff, project management, or similar roles within finance
• experience with financial oversight, P&L reporting, or supporting senior leaders
• demonstrated ability to build or materially improve systems from scratch
• strong written communication and advanced proficiency with Excel, CRM, and PM tools
• bachelor’s degree

Ideal traits:

• brings clarity and structure to complex environments
• execution focused, detail oriented, and pragmatic
• comfortable holding peers accountable
• low ego, high ownership, and highly coachable
• strong learning agility and growth mindset

Work & Compensation (summary):

• 45–50 hours/week, demanding but sustainable
• hybrid possibility after onboarding
• long term partner/team equity potential (performance based, 3–5 year horizon)

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.

How we hire

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

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.