Assistant Market Operations Manager

UBS; Boston (MA); On-site; USD 95,000 - 115,000; Full time

Job summary

Join a dynamic team as an Assistant Market Operations Manager in a leading global wealth management firm. This role involves managing operational support, educating staff, and overseeing client accounts to ensure seamless service delivery. You'll be at the forefront of creating a positive business culture while collaborating with talented professionals. The firm values flexible working arrangements and fosters a purpose-led culture that empowers individuals. If you're driven, motivated, and ready to make an impact, this is the opportunity for you.

Qualifications

• 5 years of experience with a leading financial institution.
• Required series 7, 66, and 9/10 or 8 certifications.

Responsibilities

• Manage operational support staff and client issues.
• Educate employees on operational policies and procedures.

Skills

Problem Solving

Decision Making

Building Partnerships

Management Experience

Education

High School Diploma or Equivalent

College Degree

Job description

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Job Reference #
311469BR

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 assistant operations manager to:

• be a liaison to the Market area they support to the centralized operational Processing Center
• 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
• report into the Market Operations Manager aligned to the Market
  
  

Your team
You’ll be working as part of Wealth Management Americas as a part of the Processing Center. 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:

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

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.

How We Hire

We may request you to complete one or more assessments during the application process. Learn more

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?

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking, Financial Services, and Investment Banking

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