Head of Operations & Business Management

Full Time

We’re looking for an Operations Officer to:

assist in managing operational support staff

educate all employees on operational policies and procedures

manage operations-related client issues

oversee operational tasks related to account opening and maintenance, funds received and disbursed, and margin/risk items

monitor client accounts and transactions

report into the Market Operations Officer aligned to the Market

You’ll be working in-person as part of Wealth Management Americas as a part of Field Operations. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

ideally 5 years of experience with a leading financial institution

management experience in branch operations

high school diploma or equivalent (college degree a plus)

talented at building partnerships and knowing when to delegate

skilled at creating a positive business culture (you have the human touch)

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. The indicative gross base salary range as a full-time equivalent role:

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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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