Executive Director, Global Banking Strategy & Innovation

UBS; Dallas (TX); On-site; USD 276,000 - 374,000; Full time

Job summary

UBS in the United States seeks a leader to originate cross-divisional opportunities within Unified Global Banking (Americas). You will review referrals from Wealth Management Americas and push partnerships, enhancing client relationships and product returns.

This role emphasizes innovative thinking, governance, and collaboration across teams to drive revenue and strategic growth within a global wealth management and investment banking framework.

Qualifications

• Bachelor's degree required.
• MBA or similar preferred.
• Experience within investment banking.
• Strong communication skills.
• Ability to develop creative solutions.
• Curiosity about AI to improve workflows with sound judgment.

Responsibilities

• Support UGB Coverage team in originating cross-divisional opportunities.
• Review, diligence, and process referrals from Wealth Management Americas to Investment Bank.
• Create partnerships by expanding client relationships.
• Increase returns of products and services.
• Generate new ideas and creative approaches for the business.
• Assist in planning resource requirements and retaining talent.
• Make sound, balanced judgments within standards.
• Motivate others with a shared vision.

Skills

Bachelor's degree

MBA or similar

Investment banking experience

Great communication skills

Creative solutions

AI and workflow optimisation

Education

Bachelor's degree

MBA

Job description

UBS in the United States seeks a leader to originate cross-divisional opportunities within Unified Global Banking (Americas). You will review referrals from Wealth Management Americas and push partnerships, enhancing client relationships and product returns.

This role emphasizes innovative thinking, governance, and collaboration across teams to drive revenue and strategic growth within a global wealth management and investment banking framework.