UBS · 21 hours ago
Hub Leader – Southeast Region, Charlotte, NC-UBS Wealth Advice Center
North Carolina, United States
Full-time
Onsite
Director/Executive
10+ years expUBS is a leading global wealth manager and universal bank headquartered in Switzerland. They are seeking a Hub Leader for the Southeast Region to drive growth and ensure exceptional service for affluent clients, leading a team of Financial Advisors and guiding strategic initiatives to enhance client experience and achieve business objectives.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Ensure seamless execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients; the UBS Wealth Advice Center's 250+ Financial Advisors serve :200,000+ clients with aggregate assets of :$20Bn
Inspire and guide a team toward achieving shared goals through performance reviews and ongoing feedback
Take accountability for driving and executing various business initiatives that are in line with the WAC’s growth plan
Develop and implement strategies to drive revenue growth across the region
Lead strategic programs that accelerate growth, enhance client experience, and achieve business objectives
Collaborate with our field leaders, strategy teams, and sales and service professionals across the region to ensure our business goals are being met
Identify, assess and mitigate risks while serving as a strong steward of the firm’s risk framework, ensuring all business activities align with UBS’s standards of compliance and control
Qualification
Required
10+ years of managerial experience or a similar leadership role with proven success
strong collaborative character and effective communication skills
SIE, Series 7, 66, and 9/10 licenses are required
undergraduate degree
ability to use data and analytics to measure success, refine strategies, and optimize processes
experience addressing problems proactively and finding innovative solutions to meet client and business needs
strong desire to build relationships enhancing an established culture as well as ability to think strategically and articulate thoughts in a clear and professional manner
proven ability to drive strategy and growth in a financial services environment while also being a mentor and leader with an obsession with quality and an insatiable hunger for success that inspires others
adaptable and thrives under pressure in demanding corporate settings while being a natural problem-solver who collaborates seamlessly with individuals and teams
proficient with Microsoft Suite Applications, including Outlook, Word & Excel
exhibits self-confidence and composure in high-pressure situations and demonstrates a proactive mindset and a strong drive to succeed
capable of managing projects independently, with a high degree of ownership and responsibility
Preferred
MBA preferred
Benefits
Flexible working options when possible
Disability inclusion
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
bloomberglaw.com
2026-01-08
2026-01-05
2026-01-03
Company data provided by crunchbase