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Job Description
- Role Overview:
- Develop and implement strategic plans for Insurance and Annuity operations in alignment with the company's overall goals and objectives.
- Lead and manage a team of professionals, providing guidance, support, and performance management to ensure high levels of productivity and engagement.
- Identify and implement process improvements to enhance the efficiency and effectiveness of retirement operations, including the adoption of new technologies and best practices.
- Build and maintain strong relationships with carrier partners and financial advisors, addressing their needs and concerns to ensure a high level of satisfaction with retirement services.
- Ensure compliance with regulatory requirements and manage risks associated with operations, including the development and implementation of policies and procedures.
- Work closely with other departments and stakeholders to ensure seamless integration with other business functions.
- Bachelor's degree in finance, Business Administration, or a related field; advanced degree preferred.
- Minimum of 2 years of experience in Insurance and Annuity Operations.
- Strong knowledge of DTCC files, Commission processing, and I/A Trading process.
- Excellent leadership and team management skills.
- Exceptional analytical and problem-solving abilities.
- Strong communication and interpersonal skills.
- Ability to work under pressure and meet tight deadlines.
As the Associate Director of Insurance and Annuity Operations at UBS Financial Services Inc., you will be responsible for overseeing and managing all aspects of Commission Processing, Trade/New Business support, and regulatory requirements. Your role will involve developing strategic plans, leading a team of professionals, implementing process improvements, building strong relationships with carrier partners and financial advisors, ensuring compliance with regulatory requirements, and collaborating with other departments to ensure seamless integration with other business functions.
Key Responsibilities:
Qualification Required:
About the Company:
UBS Financial Services Inc. is a leading firm in the financial services industry, dedicated to providing exceptional wealth management service and innovative solutions to clients. UBS operates through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank, with a presence in all major financial centers in more than 50 countries.
We may request you to complete one or more assessments during the application process. Learn more about joining us at UBS, where our inclusive culture brings out the best in our employees and collaboration is at the heart of everything we do. UBS is an Equal Opportunity Employer committed to empowering each individual and supporting diverse cultures, perspectives, skills, and experiences within the workforce.,
Skills
OperationsTeam Management SkillsAdministrationAnalytical SkillsInterpersonal SkillsTeam ManagementIA Trading ProcessDTCC FilesCommission ProcessingInsurance OperationsAnnuity OperationsProblemSolvingLeadershipCommunicationIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world. UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award-winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland. With more than 71,000 colleagues around the world, we collaborate across all major financial centers in 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.
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