Hub Leader - Central Region, Dallas, TX - UBS Wealth Advice Center

Your role

Ready to lead at the next level? Are you passionate about driving growth, enabling collaboration, and ensuring exceptional service for clients? We are looking for someone like you 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
• oversee, inspire and guide a team, of sales leaders and FAs within the central region, 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

Your team

The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC, with a new Hub opening in Dallas, TX in 2026, that is committed to providing advice and guidance to Emerging Affluent and Core Affluent clients through a consistently delivered hybrid digital client experience.

Our team currently serves more than 200,000 clients. Our clients are served over the phone by a team of more than 500 professionals including both Financial Advisors and Client Service Associates who work individually with clients to understand their needs and help them achieve their goals.

As a key member of the leadership team, you'll be responsible for the Wealth Advice Center Central Region including but not limited to the Dallas, TX Hub and locations in Illinois, Indiana, Michigan, Minnesota, Missouri, Ohio and Texas (Houston and Texas Central). You will play a vital role in shaping performance, strategy, and culture. You'll mentor and guide teams to exceed targets, elevate the client experience, and drive strategic initiatives. With a mandate to optimize an already high-performing business model, you'll deliver insights and innovations that directly support WAC's ambitious growth and revenue goals.

Your expertise

• ideally, 10+ years of managerial experience or a similar leadership role with proven success while also possessing strong collaborative character and effective communication skills
• SIE, Series 7, 66, and 9/10 licenses are required and undergraduate degree is mandatory, MBA preferred
• ability to use data and analytics to measure success, refine strategies, and optimize processes
• experience addressing problems proactively and will find innovative solutions to meet client and business needs as well as capable of managing projects independently, with a high degree of ownership and responsibility
• strong desire to build relationships enhancing an established culture
• ability to think strategically and articulate thoughts in a clear and professional manner as well as a proven ability to drive strategy and growth in a financial services environment
• mentor and leader with an obsession with quality and an insatiable hunger for success that inspires others while being adaptable and thriving under pressure in complex environments
• highly detail-oriented, with a strong ability to prioritize tasks, meet deadlines, and manage your time to handle a large workload
• natural problem-solver who collaborates seamlessly with individuals and teams as well as exhibit proficiency with Microsoft Suite Applications, including Outlook, Word & Excel
• exhibit self-confidence and composure in high-pressure situations and demonstrate a proactive mindset and a strong drive to succeed

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.

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.