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.
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.
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.
