United States - New York

Investment Banking

Investment Bank

Your role

UBS's Unified Global Banking (UGB) is seeking to hire a Managing Director-level candidate with 15-20+ years of Investment Banking experience. This role will manage the team of regionally aligned Coverage Bankers, focused on originating cross-divisional business opportunities, with a specific focus on assisting with the review, diligence and client meetings/conversations of referrals into the Investment Bank from Wealth Management Americas. As team lead, you will hold the team accountable for commercial outcomes, client experience, and disciplined governance across the pipeline. You will be responsible building, developing, and retaining a strong bench of regionally diversified Coverage Bankers. You must be a player/coach with the ability to articulate M&A, Equity & Debt capital raising and other Corporate Finance transactions to business owners and UBS Wealth Management Advisors. You will also be responsible for representing the full suite of Wealth Management capabilities to UBS IB client relationships and key stakeholders in UBS Global Banking as well as working in close connectivity with the global UGB team for collaboration on cross border transactions. In this capacity, you will be expected to participate in defining the strategy and tracking performance against agreed group and regional KPIs.

Job Reference #

340415BR

City

New York

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

Unified Global Banking (UGB) 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 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. We also actively cover Global Banking, representing the full suite of Wealth Management capabilities to capture new Wealth Management assets/liquidity from IB relationships.

Your expertise

You Have

· Significant experience (15-20+ yrs) including a proven track record of working on complex M&A and capital markets transactions
· An understanding of client coverage and/or coverage banker model, including resource allocation
· Demonstrated success (5+ yrs) leading teams of senior (ED/MD) bankers
· Strong commercial instinct, ability to perform under pressure and manage tight deadlines
· Excellent valuation skills and a high level of focus on work quality and attention to detail
· Extremely strong written and verbal communication skills
· Requisite Series 79, 73, and 24 licensing


You are

· A great communicator, whether presenting to clients or senior executives
· Willing to work with founders
· Able to manage multiple internal and external stakeholders, including Bankers, Clients, Financial Advisors, and Field Leaders
· Proficient at managing and cultivating important client relationships
· Able to develop creative solutions to meet client needs and identify cross-product opportunities
· Comfortable reading and interpreting financial statements
· A collaborative member of a cross-functional and global team
· A valuable resource and mentor to professionals at the firm
· 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

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 400000 - max USD 500000 /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.