Operations Officer

Your role

Are you a confident decision maker and problem solver? Do you know how to bring out the best in people?

We’re looking for an Operations Officer to:

• be an operational subject matter expert in the Market area
• assist in managing operational support staff
• educate all employees on operational policies and procedures
• manage operations‑related client issues
• oversee operational tasks related to account opening and maintenance, funds received and disbursed, and margin/risk items
• monitor client accounts and transactions
• perform delegated supervisory functions, approvals and authorizations for the Market
• report into the Market Operations Officer aligned to the Market

Full Time

334591

Birmingham, Cleveland, Detroit

You’ll be working in person within a WMA branch office on the operational team, providing advice‑based solutions for ultra‑high net worth and high‑net worth individuals and families.

• ideally 5 years of experience with a leading financial institution
• management experience in branch operations
• high school diploma or equivalent (college degree a plus)
• Series 7, 66, and 9/10 or 8 – required for this role
• motivated, self‑directed and driven
• talented at building partnerships and knowing when to delegate
• skilled at creating a positive business culture (human touch)

United States – Ohio – Cleveland: min USD 80,000, max USD 100,000 per annum.

Additional variable compensation or awards may be provided at our discretion. UBS offers a range of competitive benefits.

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.