UBS
Website:
ubs.com
Job details:
Your role
About The Role
Are you a dynamic leader with a strategic mindset and a passion for operational excellence? Do you thrive in complex environments and excel at driving transformation? We’re seeking an Associate Director to lead our Billing Operations team, ensuring accuracy, efficiency, and superior client experience while shaping the future of our billing processes.
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What You’ll Do
- Lead and oversee end-to-end billing operations across multiple advisory programs and products, including Retirement Plan Consulting, Institutional Consulting, Financial Planning, and Mutual Funds.
- Serve as a senior escalation point for clients and internal stakeholders, providing expert guidance and resolution on complex billing and compensation matters.
- Drive strategic initiatives to enhance operational efficiency, strengthen controls, and mitigate risk across global processes.
- Develop and implement process automation and technology solutions to optimize workflows and improve client experience.
- Manage onshore and offshore teams, ensuring seamless collaboration and knowledge transfer across geographies.
- Partner with senior leadership to define KPIs, monitor performance, and deliver continuous improvement aligned with business objectives.
- Ensure compliance with regulatory standards and internal policies while fostering a culture of accountability and excellence.
Job Type
Full Time
Job Reference #
333859BR
City
Mumbai
Your team
You’ll lead the Wealth Management USA – Billing Operations team, which provides critical support for billing functions such as invoice generation, payment processing, outstanding income reporting, reconciliation, and responding to compensation questions from branch employees, clients, and product owners.
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Your expertise
Bachelor’s degree in Finance, Accounting, Business, or related field; advanced degree or professional certification (CFA, CPA) preferred.
Education:
- Bachelor’s degree in Finance, Accounting, Business, or related field; advanced degree or professional certification (CFA, CPA) preferred.
Experience:
- Minimum 8+ years in operations, with at least 3–5 years in a leadership role managing large teams and complex processes.
- Expertise in reconciliation, trade corrections, and back-office operations is a plus.
- Strong understanding of advisory programs and account billing operations.
- Proven experience managing global teams and driving cross-functional collaboration.
Skills & Competencies:
- Exceptional leadership and strategic planning skills.
- Advanced problem-solving, organizational, and interpersonal abilities.
- Ability to prioritize and manage multiple strategic initiatives in a fast-paced environment.
- Strong communication and relationship-building capabilities at all levels, including executive stakeholders.
- Advanced math and Excel proficiency; familiarity with data analytics tools is a plus.
- Deep knowledge of compliance standards, operational controls, and risk management frameworks.
Minimum 8+ years in operations, with at least 3–5 years in a leadership role managing large teams and complex processes.
Expertise in reconciliation, trade corrections, and back-office operations is a plus.
Strong understanding of advisory programs and account billing operations.
Proven experience managing global teams and driving cross-functional collaboration.
Exceptional leadership and strategic planning skills.
Advanced problem-solving, organizational, and interpersonal abilities.
Ability to prioritize and manage multiple strategic initiatives in a fast-paced environment.
Strong communication and relationship-building capabilities at all levels, including executive stakeholders.
Advanced math and Excel proficiency; familiarity with data analytics tools is a plus.
Deep knowledge of compliance standards, operational controls, and risk management frameworks.
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
Click on Apply to know more.