Wealth Management Operations Lead

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

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.