Assistant Market Operations Manager

UBS; Boston (MA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a confident Assistant Operations Manager to lead operational support within their Wealth Management division. This role involves managing a team, educating employees on operational policies, and ensuring smooth client transactions. The ideal candidate will possess strong decision-making and problem-solving skills, along with the ability to foster a positive business culture. Join a global leader in wealth management and contribute to helping high net worth clients achieve their financial goals. If you're motivated and ready to make an impact, this opportunity is for you.

Qualifications

• Required: Series 7, 66, and 9/10 or 8 licenses.
• 5 years of experience in financial institutions preferred.

Responsibilities

• Manage operational support staff and educate employees on policies.
• Oversee account opening, maintenance, and client transactions.

Skills

Decision Making

Problem Solving

Partnership Building

Delegation

Creating Positive Business Culture

Education

High School Diploma

College Degree

Job description

Job Reference #

311469BR

City

Boston

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:

1. be a liaison to the Market area they support to the centralized operational Processing Center
2. manage operational support staff
3. educate all employees on operational policies and procedures
4. manage operations-related client issues
5. oversee account opening and maintenance, funds received and disbursed, correspondence and communications with the public, and trade corrections
6. monitor client accounts and transactions
7. perform delegated supervisory functions, approvals and authorizations for the Market
8. 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:

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

You are:

1. motivated, self-directed and driven
2. talented at building partnerships and knowing when to delegate
3. 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?

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.