Hi all! I need your help. I work on a large team and I feel like I am unable to move forward from my position (client services) to a more technical position ( financial planning and portfolio analysis). My group is set in their ways and additionally there is a gender division in roles and an overarching sentiment of “waiting your turn” How can I communicate what I want and show them I am capable for the job without stepping on anyone’s toes / change my role in the team?

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2 years is the average min staying time for any job to not look like a job hopper. Find firms that look interesting and reach out

I was in your situation, very preferential treatment at UBS and gender biased. If you are not bff with your lead advisors it’s going to be hard….I second the idea of moving to a good RIA, just look for a healthy team. I feel like the industry values us, women, more outside of the big wirehouses.

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I don't have any advice as I am in the same boat. I applied for financial advisor role on my team and was "allowed to interview" but it was a farce. They ended up hiring yet another white guy who behaves like a fool and the interview feedback I received was "Just keep doing what you're doing and maybe we'll find something for you in the future." I've come to realize I won't be given that opportunity within my current team. I'm biding my time until I can find an opportunity somewhere else.

Sorry that happened to you. May your new opportunity exceed all your dreams!

Are you on a Signature Team?

I am also with UBS and recently tried to look into one of the exempt positions which is what I think you are looking for as well. I too work with a huge team. I found it extremely challenging to find information on what was required or a job description for any of those positions. I was told to make the move it would have to be a defensible position. This is fine. However I could never get information on what the description were for any of the positions.

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I would look for other opportunities outside of your team. Are you able to switch teams within the office?

My teams the same. Boys club and even the more junior people are paid more. Ubs is so bad for it!! I’m in the UK. Check for jobs internal and external, and build relationships, find out what the team u wanna be so as extra networks 😉 etc etc. it’s extra stuff on your appraisal when they try and knock you down

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