Branch Administrative Leader — People & Ops Coach

Talentify; San Francisco (CA); On-site; USD 140,000 - 180,000; Full time

Job summary

UBS is seeking a client-focused leader to manage branch operations and a team of administrative staff in the San Francisco area. You will oversee facilities, recruitment, onboarding, training, and performance reviews, while guiding policy adherence and risk controls.

This role reports to the Market Administrative Office and collaborates with the branch manager to drive excellence. Ideal candidates will have 3–5 years in branch operations management, relevant securities licenses (Series

Qualifications

• 3–5 years of management experience in branch operations within a leading financial institution.
• Licenses: Series 7, 66 and 9/10.
• Proven ability to build a positive business culture and lead teams.

Responsibilities

• Manage branch administration and facilities.
• Recruit, onboard, train and manage administrative staff.
• Conduct performance reviews and decisions on compensation/promotion.
• Educate staff on administrative policies and procedures.
• Escalate supervisory issues and follow up locally with management.

Skills

Branch operations

Staff management

Series 7/66/9/10

Partnership & collaboration

AI in workflows

Leadership

Job description

UBS is seeking a client-focused leader to manage branch operations and a team of administrative staff in the San Francisco area. You will oversee facilities, recruitment, onboarding, training, and performance reviews, while guiding policy adherence and risk controls.

This role reports to the Market Administrative Office and collaborates with the branch manager to drive excellence. Ideal candidates will have 3–5 years in branch operations management, relevant securities licenses (Series