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Head Trust Operations

UBS New York, United States
Posted 1 day ago Permanent Competitive

Head Trust Operations

UBS New York, United States
Head Trust Operations
Your role

Are you ready to shape how operations support their role in client structures at scale?
Do you enjoy leading a team and improving processes that make a tangible impact?
Do you want to influence quality, risk management and efficiency in a trust environment?
We're looking for a Head of Operations to
• lead a team delivering operational support across bookkeeping and financial reporting for client structures
• oversee legal, regulatory and management reporting (e.g. FATCA/CRS) and ensure accuracy and timeliness across outputs
• manage billing, fee processes and office support activities to ensure smooth day-to-day operations
• guide and develop your team through regular check-ins, feedback and technical coaching
• identify risks, strengthen controls and work with internal and external partners to resolve issues
• drive improvements to processes and procedures to increase efficiency and quality across operations

Your team

You'll lead the Operations function within UBS Trustees (Jersey) Ltd., supporting the delivery of services for client structures. Your team plays a critical role in ensuring accurate reporting, strong governance and smooth operational execution - all of which underpin the trust our clients place in us. You'll connect operational excellence with client outcomes while shaping how the team evolves.

Your expertise

• a relevant professional qualification (e.g. accounting qualification or equivalent)
• proven experience leading teams within financial services, with exposure to trust, operational or finance environments
• knowledge of trust and company structures and associated accounting practices
• experience working with regulatory/legal requirements such as FATCA/CRS
• strong stakeholder management skills with the ability to build effective relationships
• a structured approach to problem solving, risk identification and process improvement
• confidence working with systems and operational tools
• you're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use

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.
Job ID  339601BR
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