UBS Financial Services Operational Excellence Leader in Jacksonville, Florida

Job Reference #:


Business Divisions:

Wealth Management Americas

Your role:

Are you driven by the desire to deliver exceptional client service? Do you know mortgage banking end to end with a passion for continuous improvement? Are you interested in helping meet the needs of high-net-worth and ultra-high-net-worth clients? We’re looking for someone like that who can:

– build and maintain strong relationships with Originations, Underwriting, Compliance and Fulfillment leaders and teams

– Identify opportunities for process improvement through observation, surveillance reporting and feedback

– Promote proficiency through education, consultation and partnership

– Develop needed reporting to support operational soundness

– Identify and manage projects to business improvement and growth


Operational Excellence Leader


Jacksonville, Plano

Job Type:

Full Time

Country / State:

United States - Florida, United States - Texas

Function Category:

Product Management and Development

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Why UBS? Video

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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.

Your team:

You'll be working as part of the Mortgage Originations and Fulfillment team and partnering with Compliance and Underwriting. You will play a critical role in ensuring the organization achieves and maintains end-to-end operational excellence.

Your experience and skills:

You have:

– a university degree

– a proven track record in working within an organization supporting high-net-worth clients

– a familiarity with the structure of wealth management, either here or at a comparable institution

– knowledge of end-to-end mortgage process, including risk and compliance

– project leadership experience

You are:

– a strong communicator with compelling presentation skills

– a confident decision-maker, highly organized and detail oriented

– ability to travel as needed

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?