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Executive Director – Operations for WM Americas
2 weeks ago
India
Operations
Global Wealth Management
Job Reference #
324761BR
City
Mumbai
Job Type
Full Time
Your role
Are you a visionary leader with a proven track record in large-scale operations management?
The Operations function has strategic and operational oversight within Wealth Management Americas. To succeed our people must:
Collaborate effectively across functions and regions, fostering a culture of transparency, innovation, and continuous learning.
Proactively identify and drive process improvements, risk mitigation, and operational efficiencies to deliver an exceptional product with optimal client experience.
Drive sustainable profits and be commercially cost aware.
We're looking for an Executive Director to:
Lead, coach, and develop senior managers and large teams, promoting accountability, collaboration, and continuous improvement.
Collaborate with Technology, Risk, Compliance, and Front Office partners to deliver on business objectives across multiple functions.
Oversee the implementation of new products, regulatory changes, and strategic projects impacting several departments.
Monitor and report on key performance indicators for all supervised departments, proactively identifying and addressing areas for improvement.
Your team
You will be part of the senior leadership team within Operations in Mumbai. As a member of this team, you will be managing 4-10 of the following departments (but not all) and supervising over 75 employees:
Corporate Actions Income Processing
Clearance & Settlement
Securities Trade Processing / WM Markets
Account Transfers
Mutual Funds
Alternative Investments
Insurance Operations
Retirement Operations
Tax Reporting
Cost Basis Recon & Service Works
Margin & Lending
Client Cash Management & Disbursements
Investment Advisory Operations
Advisory Controls
Billing
Note: The specific departments under your supervision will be determined based on location, business needs, and your expertise.
Our teams work closely with colleagues regionally and across the globe to ensure the highest standards of supervision, service, and operational risk management.
Your expertise
Demonstrated experience managing large teams and complex operational processes.
Strong knowledge of three or more of the previously mentioned Operations departments.
Understanding of risk management and regulatory requirements in financial service
Fluency in English is essential. Demonstrates strong stakeholder management skills, the ability to communicate effectively, and solve problems across all organizational levels.
Proven ability to drive process improvements and manage change in a fast-paced environment.
Bachelor's degree required; advanced degree or relevant professional certification preferred.
Minimum 15 years of experience in financial services operations, with at least 5 years in a leadership role managing multiple departments.
Fluency in English is essential.
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.
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. 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.
