Unified Global Banking - Executive Director

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

Key Responsibilities

Are you a leader in innovation? Do you know how to come up with creative ideas for clients?

Job Type

Full Time

Job Reference #

340334BR

City

Chicago, Dallas

Key Responsibilities

• support the full Unified Global Banking (UGB) Coverage team in originating cross-divisional business opportunities
• review, diligence, and process of referrals into our Investment Bank from Wealth Management Americas
• create partnerships by increasing depth and breadth of existing client relationships
• increase the returns of products and services
• generate new ideas and creative approaches that push the business forward
• assist in planning overall resource requirements, by recruiting, developing and retaining talented individuals
• make sound and balanced judgments (and always within professional, ethical, regulatory and legal standards)
• motivate and inspire others by providing a vision of shared goals

The team

The Unified Global Banking (UGB) - Americas Team originates and executes new business opportunities between UBS Global Wealth Management and Global Banking. Our team covers financial advisors and their client relationships across the Americas region to source, evaluate and execute Investment Banking opportunities from Wealth Management relationships, driving increased Firm revenue through M&A Advisory, Equity & Debt capital raising and other Corporate Finance transactions.

Your Skills And Experience

• Bachelor's degree
• MBA or similar is preferred
• Experience within investment banking
• Great communication skills
• Strong ability to develop creative solutions
• 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 - Texas - Dallas USD 325000
• United States - Illinois - Chicago USD 325000 /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.