Team Administrator

UBS; Wellesley (MA); On-site; USD 90,000 - 140,000; Full time

Job summary

UBS in Wellesley, MA seeks a senior operations professional in wealth management to support high net worth clients and business owners. You will oversee account administration, trading, cash management and compliance processes within a fast-paced, regulated environment.

Ideal candidates bring Series 7 and 66 licenses, a bachelor’s degree, and demonstrated leadership in large firm operations, with a technology-forward mindset and strong communication skills.

Qualifications

• Series 7 and 66 licenses required or equivalent
• Bachelor’s degree or equivalent
• Significant experience in wealth management
• Expertise in account administration, trading, cash management and compliance
• Strong knowledge of industry rules, regulations and controls
• Understanding of broker-dealer operations and compliance
• Experience leading operations or client service teams
• Ability to navigate large firm processes with good judgement and attention to detail
• Excellent organization and execution in a high-volume environment
• Technology-forward mindset with AI-enabled tools
• Strong problem-solving and client-focused solutions
• Excellent written and verbal communication
• Trusted, steady presence in fast-paced, high-stakes situations
• Discretion and integrity

Skills

Series 7 and 66 licenses

Bachelor’s degree

Wealth management experience

Account administration

Trading and cash management

Regulatory compliance

Leadership of ops or client service

Attention to detail

AI-enabled tools mindset

Communication skills

Discretion and integrity

Problem-solving

High-stakes resilience

Technology-forward

Education

Bachelor’s degree or equivalent

Job description

City

Wellesley

Job Type

Full Time

Location

United States - Massachusetts

Function Category

Business management, administration and support

Join us

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

The team

You will be joining a 7-person team servicing high net worth families and business owners. Our team is in the Wellesley office 5 days per week.. We are a large and growing team who deliver holistic and complex financial and planning solutions for our clients supported by exceptional responsiveness and client service. The ideal candidate will become a critical part of a leading team. Our team values high-performing team members who are proactive and strive to contribute and add value in their area and who see their role as part of a larger team. Our clients are our highest priority and we have a strong team culture for people who enjoy proactively driving client solutions.

Your skills and experience

• Series 7 and 66 licenses
• Bachelor’s degree or equivalent
• Significant experience in wealth management
• Demonstrated expertise in account administration, trading, cash management, and compliance processes
• Strong working knowledge of industry rules, regulations, and operational controls
• Deep understanding of broker dealer operations, trading, cash management, and compliance requirements
• Proven experience leading and developing operations or client service teams
• Demonstrated ability to operate confidently within large firm processes and approval structures, with a high level of judgement and attention to detail
• Exceptional organizational and execution capabilities in a high-volume, high-touch environment
• Technology-forward mindset with comfort adopting and leveraging new firm-approved platforms and AI-enabled tools
• Strong problem-solving skills with the ability to find creative, compliant solutions to complex client needs
• Excellent communication skills, both written and verbal
• Trusted, steady presence able to lead in fast-paced and high-stakes situations
• Professional demeanor with discretion and integrity

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

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

Salary Summary Posted to Talent Gateway

The indicative gross base salary range as a full-time equivalent role:

• United States - Massachusetts - Wellesley min USD 90000 - max USD 140000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.