UBS · 1 week ago
Operations Officer
New York, United States
Full-time
Onsite
Mid, Senior Level
$90K/yr - $125K/yr
5+ years expUBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking an Operations Officer to act as a subject matter expert in operational processes, manage support staff, and oversee client-related operational tasks.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
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 – these are 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 (you have the human touch)
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-17
2026-01-17
Private Equity Wire
2026-01-16
Company data provided by crunchbase