India

Operations

Global Wealth Management

Your role

The Associate Director of Insurance and Annuity Operations will be responsible for overseeing and managing all aspects of Commission Processing, Trade/New Business support and regulatory requirements. This role requires a deep understanding of Insurance and Annuity operations, strong analytical skills, and the ability to lead a team effectively.



Key Responsibilities:

Develop and implement strategic plans for Insurance and Annuity operations, ensuring 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 and ensuring 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.

Job Reference #

324780BR

City

Pune

Job Type

Full Time

Your team

UBS Financial Services Inc. is a leading firm in the financial services industry, dedicated to providing exceptional wealth management service and innovative solutions to our clients. We are seeking a highly motivated and experienced professional to join our team as an Associate Director of Insurance and Annuity Operations

Your expertise

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.

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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.