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Operations Officer

  • Full Time, onsite
  • UBS AG - Investment Banking
  • On Site, United States of America
Salary undisclosed

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Operations Officer

United States - New York

Business development, Business management, administration and support, Management and Business Support, Operations, Process, project and program management, Risk, Training and development

Job Reference # 305915BR

City New York

Job Type Full Time

Your role

Are you a confident decision maker and problem solver? Do you know how to bring out the best in people?

We're looking for an Operation Offier to:

be an operational subject matter expert in the Market area
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
perform delegated supervisory functions, approvals and authorizations for the Market
report into the Market Operations Officer aligned to the Market

Detailed salary information:
New York: the salary range for this role is $90000 to $125000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit .

Your team

You'll be working in location 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.

Your expertise

You have:
ideally 5 years of experience with a leading financial institution
management experience in branch operations
high school diploma or equivalent (college degree a plus)
series 7, 66, and 9/10 or 8 - these are required for this role

You are:
motivated, self-directed and driven
talented at building partnerships and knowing when to delegate
skilled at creating a positive business culture (you have the human touch)

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of and make an impact?
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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