A Senior Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts.

*Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities
*Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
*Perform business analytics as needed to support Financial Advisors in the growth of the business
*Drive marketing efforts of the team including activities such as contacting current or potential clients, advertising, preparing and participating in client seminars and other marketing efforts

Detailed salary information:
• New York: the salary range for this role is $75000 to $100000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

317022BR

City

New York

Job Type

Full Time

Your team

You’ll be working in New York City with a financial advisor team in a support staff capacity. As a Senior Wealth Strategy Associate, you’ll play an important role in servicing clients and supporting the business.

Your expertise

*Leveraging firm platform and develop financial plans for clients
*Developing customized asset allocation strategies and investment solutions for clients
*Analyzing and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential change
*Developing or customizing marketing plans and materials for targeted at current and potential clients

About 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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $75000 to $100000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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. 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.

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.