Insurance and Annuity Operations

2 - 6 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Your role: 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 require 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. 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. Join 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. We're committed to disability inclusion, and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. 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.,

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