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Summary
About the Role
About You
- 5+ years of experience in business operations, practice management, or a similar role within financial services.
- Strong understanding of wealth management operations, including client service models and compliance considerations.
- Expertise in project management, process improvement, and technology solutions for professional services firms.
- Excellent leadership, communication, and organizational skills.
- SIE, Series 66, Series 7 certifications.
- Ability to think strategically while executing tactically.
Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package including health, dental, and vision insurance.
- Opportunities for professional development and career growth.
- Flexible working options.
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal