Senior Administrative Leader, Wealth Management Ops

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

Job summary

UBS Group AG in San Francisco is seeking an experienced Administrative Manager within Wealth Management Americas. You will lead a team of administrative staff, align operations with the management team, and drive service standards across branch activities.

You will recruit, train, and develop staff, coach for exceptional client experience, and partner with the Home Office to resolve staffing and operational issues. A strong emphasis on cost control and policy adherence rounds out the role.

Qualifications

• 3+ years of experience with a leading financial institution.
• Experience as administrative manager or other substantive leadership role.
• Series 7, 66 and 9/10 licenses.
• Comfortable working in partnership and able to delegate effectively.
• Curious about how AI can improve workflows with sound judgment and policy alignment.

Responsibilities

• Manage branch administration and provide administrative support to the management team.
• Oversee end-to-end recruitment and training of administrative staff and support ongoing development.
• Follow up local issues and elevate when necessary; support and drive strategic firm initiatives.
• Identify and implement cost efficiencies with office P&L management.
• Coach and educate all employees on administrative policies and procedures.
• Implement service excellence standards and educate staff on best practices for client experience.
• Partner with the management team and Home Office to address staffing issues.

Skills

Leadership & people management

Recruitment & staff development

Process improvement & AI awareness

Client experience & service standards

Education

FINRA Series 7/66/9-10 licenses

Job description

UBS Group AG in San Francisco is seeking an experienced Administrative Manager within Wealth Management Americas. You will lead a team of administrative staff, align operations with the management team, and drive service standards across branch activities.

You will recruit, train, and develop staff, coach for exceptional client experience, and partner with the Home Office to resolve staffing and operational issues. A strong emphasis on cost control and policy adherence rounds out the role.