Summary
Overview
Work History
Education
Skills
Hobbies
Languages
Timeline
Generic

Nora Dias

Regensdorf

Summary

People-centered leader with a proven track record at UBS Switzerland AG, driving automation initiatives that achieved multi-million dollar efficiency gains. Expert in cross-functional team management and strategic decision-making, leveraging Agile methodologies to align business needs with technical capabilities. Committed to fostering professional development and enabling organizational change.

Overview

14
14
years of professional experience

Work History

Head CoE Process Opt. & Automation

UBS Switzerland AG, Director
02.2021 - Current

Strategic Leadership

  • Lead a cross-functional team of 50+ experts across RPA, AI, and process optimization to deliver automation at scale
  • Defined and executed the team's vision, mission, and strategic roadmap, aligning OKRs with core priorities including cost reduction, risk mitigation, and digital transformation

Execution & Impact

  • Delivered hundreds of solutions end-to-end, from discovery to implementation, achieving annual efficiency gains in the double digit million USD range
  • Drove quarterly planning cycles, translating objectives into actionable initiatives, required skills and capacity needs while balancing tactical quick wins and long-term value creation

Financial & Resource Management

  • Owned the team's financial operating plan including vendor management and an optimized nearshore/offshore delivery model
  • Managed recurring processes such as resource forecasting, hiring, and annual budget planning ensuring delivery readiness and cost control

Cultural Enablement

  • Positioned the team as a strategic enabler and internal catalyst for process optimization, offering consulting, coaching, and delivery support to internal stakeholders
  • Drove a forward-looking people agenda, focused on AI, preparing the team for emerging technology adoption

Senior Project Manager

UBS Switzerland AG
09.2019 - 01.2021
  • Executed coordination of a large-scale, multi-year strategic and regulatory transformation program as Project Manager and Lead PMO
  • Established robust stream governance in partnership with the Program Manager, overseeing 5 substreams and mobilizing 50+ business resources across functions
  • Managed the full program budget, integrating business and IT financials, executing monthly forecasting, and contributing to the Three-Year Strategic Plan
  • Delivered senior-level analysis on program extension scenarios, cost allocations (external consulting vs. internal), and business-to-IT cost ratios to support decision-making
  • Served as Lead Test Coordinator, defining the end-to-end testing roadmap and ensuring daily tracking, reporting, and resolution of testing activities
  • Facilitated key governance meetings and senior leadership committees, preparing agendas, executive presentations, speaker briefings, and formal minutes

Head Regulatory Compliance

Banco Itaú (Suisse) S.A.
12.2017 - 08.2019
  • Enabled regular monitoring and strategic reporting of regulatory initiatives to the Executive Committee in Switzerland and governance entities in Brazil
  • Successfully implemented MiFID II, laying the groundwork for subsequent FIDLEG adoption
  • Developed a comprehensive Cross Border Framework by assessing national regulations, creating internal directives, and managing travel compliance through training and monitoring
  • Designed and improved compliance policies and procedures, ensuring strong internal controls

Various Roles

UBS Switzerland AG
08.2011 - 11.2017

Business Manager 2015 - 2017

  • Served as Business Manager to the Lead Market Head Brazil, driving strategic support on across audits, client centralization, and market reporting, while also leading key regulatory initiatives related to client fiscal compliance

Process and Risk Specialist 2013 - 2015

  • Acted as the primary contact for regulatory, process, and risk matters, led training for front staff on new tools, monitored risk reports, and executed mitigation strategies for client relationships

Wealth Management Support 2011 - 2013

  • Supported Relationship Managers and Investment Advisors as Client Advisor Assistant for HNWI and UHNW clients in the Brazil market, delivering comprehensive client service

Education

BBA - Major in Banking & Finance

HWZ Hochschule Für Wirtschaft Zürich
Zurich, Switzerland
01-2015

Skills

  • Effective and strategic decision-making skills
  • Analytical thinking with attention to detail
  • Cross-functional team management
  • Guiding professional development
  • Effective mediator and negotiator
  • Proficient in Agile and Waterfall frameworks
  • Organizational change management
  • Bridging business needs with technical capabilities

Hobbies

  • Family, Sports, Travel, Culinary Art

Languages

English
Bilingual or Proficient (C2)
German
Bilingual or Proficient (C2)
Portuguese
Bilingual or Proficient (C2)
French
Upper intermediate (B2)
Spanish
Elementary (A2)

Timeline

Head CoE Process Opt. & Automation

UBS Switzerland AG, Director
02.2021 - Current

Senior Project Manager

UBS Switzerland AG
09.2019 - 01.2021

Head Regulatory Compliance

Banco Itaú (Suisse) S.A.
12.2017 - 08.2019

Various Roles

UBS Switzerland AG
08.2011 - 11.2017

BBA - Major in Banking & Finance

HWZ Hochschule Für Wirtschaft Zürich
Nora Dias