Hub Leader - Southeast Region, Charlotte, NC-UBS ...

Your role Are you passionate about driving growth, enabling collaboration, and ensuring exceptional service for emerging and core affluent clients? Do you thrive in a setting where you can empower others, make impactful decisions, and see your leadership translate into real results? We are looking for someone who can: * 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 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. Your expertise * ideally, 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, MBA preferred * 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 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 /careers.

Created: 2026-04-15