Advisory and Billing Operations Director for WM Americas
2 days ago
India
Operations
Global Wealth Management
Job Reference #
324863BR
City
Pune
Job Type
Full Time
Your role
Are you an experienced operations leader ready to drive excellence in a dynamic, global environment? Do you have expertise in middle office concepts such as trade capture & reconciliation, advisory account structures, or billing processes and best practices?
The Operations function has strategic and operational oversight within Wealth Management Americas. To succeed our people must:
Drive the organization forward by working with purpose and passion.
Deliver excellence.
Support digital transformation.
We're looking for an Operations Director to:
Be a role model for the organization's principles and behaviors; inspire others to do the same.
Execute the processes and controls you are responsible for in a timely, accurate and compete manner.
Ensure adherence to all legal, regulatory, and statutory requirements, as well as internal policies and contractual obligations.
Your team
You'll be working in the Wealth Management Americas team in Mumbai or Pune. As a member of this team, you will be managing one or more of the following departments (but not all):
Investment Advisory Operations
Advisory Controls
Billing
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 Advisory business concepts (SMA, UMA, Portfolio Management, Program Administration), operational concepts (trade capture, reconciliations, risk management), or billing concepts and platforms (advance vs arrears calculations, billing split structures, etc.).
Deep experience with project tracking and management of vendors, problems, and issues.
Excellent communication, stakeholder management, and problem-solving skills.
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 8 years of experience in financial services operations, with at least 2 years in a management role.
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.
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