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

Global Wealth Management

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 Operations Officer to:

• support the Market as an as an operational subject matter expert within the Field Operations team
• manage operational support staff
• educate all employees on operational policies and procedures
• manage operations-related client issues
• oversee account opening and maintenance, funds received and disbursed, correspondence and communications with the public, and trade corrections
• monitor client accounts and transactions
• perform delegated supervisory functions, approvals and authorizations for the Market

Detailed salary information:
• San Jose, San Francisco: 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 ubs.com/usbenefits.

Job Reference #

311895BR

City

San Francisco, San Jose

Job Type

Full Time

Your team

You’ll be working in-person as part of Wealth Management Americas as a part of the Field Operations team aligned to the San Francisco Market. 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
• a High school diploma or equivalent (college degree a plus)
• series 7, 66, and 9/10 or 8 – these licenses 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.

Salary information

US Only: The expected salary range for this role is $90000 to $125000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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 #teamUBS and make an impact?

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.