Associate Director - Billing Operations Remote
About the Role
We’re hiring an Associate Director - Billing Operations Remote to lead our dynamic team at UBS. This role is pivotal in ensuring operational excellence and delivering superior client experiences. You will oversee end-to-end billing operations across various advisory programs, including Retirement Plan Consulting and Financial Planning.
What You'll Do
- Lead and manage billing operations, ensuring accuracy and efficiency in processes.
- Serve as a senior escalation point for clients and internal stakeholders, providing expert guidance on complex billing matters.
- Drive strategic initiatives to enhance operational efficiency and mitigate risks across global processes.
- Develop and implement process automation and technology solutions to optimize workflows.
- Manage onshore and offshore teams, ensuring seamless collaboration and knowledge transfer.
- Define KPIs with senior leadership and monitor performance for continuous improvement.
- Ensure compliance with regulatory standards and internal policies while fostering a culture of accountability.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, or related field; advanced degree or certification (CFA, CPA) preferred.
- Minimum 8+ years in operations, with at least 3–5 years in a leadership role managing large teams.
- Expertise in reconciliation, trade corrections, and back-office operations.
- Strong understanding of advisory programs and account billing operations.
- Exceptional leadership and strategic planning skills.
- Advanced problem-solving and organizational abilities.
- Strong communication and relationship-building capabilities at all levels.
- Advanced math and Excel proficiency; familiarity with data analytics tools is a plus.
Nice to Have
- Experience with compliance standards and operational controls.
- Knowledge of risk management frameworks.
- Experience in a global team environment.
What We Offer
- Competitive salary and benefits package.
- Flexible working options to support work-life balance.
- Opportunities for professional growth and development.
- Inclusive culture that values diversity and collaboration.
- Support for disability inclusion and reasonable accommodations.
This role offers a unique opportunity to lead billing operations at UBS, a global leader in financial services. You'll enjoy a competitive salary and flexible work options.
Who Will Succeed Here
Engineers passionate about Finance and building impactful products
Self-directed professionals who excel in async communication and remote collaboration
Technical leaders who enjoy mentoring and driving architectural decisions
Candidates excited about technology innovation and growth
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