Operations Manager - Wealth Management Canada

UBS Financial Services; Toronto; On-site; CAD 100,000 - 130,000; Full time

Job summary

UBS Financial Services seeks an Operations Manager for its Wealth Management team in Toronto. The role involves overseeing operational processes, managing teams, and ensuring compliance with financial regulations. Ideal candidates will possess strong leadership skills and a deep understanding of the operational landscape in wealth management.

Qualifications

• 5+ years of Operations Management experience at a financial institution.
• Current knowledge of trade settlements, payments, and tax regulations.
• Demonstrated leadership and emotional maturity in decision making.

Responsibilities

• Develop and manage operational processes for Wealth Management.
• Oversee daily operational functions and escalations.
• Lead teams in account onboarding and trade settlement.

Skills

Problem solving

Decision making

Communication

Interpersonal skills

Job description

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Operations Manager - Wealth Management Canada

Canada

Operations

Global Wealth Management

Job Reference #

315815BR

City

Toronto

Job Type

Full Time

Your role

Are you an expert on risk? Do you know how to implement risk processes?

We’re looking for Operations Manager to :

• develop and manage operational processes, controls and infrastructure for Wealth Management Canada Operations.
• understand and serve as the point of escalation for daily operational and trade support functions. Oversight includes, the management of staff performing Account onboarding, Asset transfers, Security data maintenance, cash management, trade settlements, corporate actions and tax reporting capabilities.
• manage the success of key operational partnerships with custodians and vendors.
• explore and implement key risk controls around all operational processes.
• have regular touch points with internal and external key stakeholders.
• provide leadership and people management along : sourcing, on-boarding, development, retention and succession planning.
• strategic regional impact around operational effectiveness, process improvement and people management.

You will be working in our Wealth Management Canada team, located in the Toronto head office. In this role you will work with cross functional teams across Canada and Risk experts within the Americas region.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• 5+ years of demonstrated Operations Management / leadership experience at a financial institution.
• exceptional problem solving, partnering, decision making and critical thinking.
• current on local governing regulations in the trade settlements, payments and tax areas. Global regulation knowledge is a nice to have.
• excellent communication, presentation, and inter-personal skills with the ability to establish and maintain effective working relationships across the Bank.
• represent Operations across various forums, working groups and committees effectively.
• demonstrate exceptional emotional maturity in decision making situations while keeping client service and risk management as priority

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.

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. 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.

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.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email [e-mail] or phone [phone], option 2, option 5, option 1.