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Senior Wealth Strategy Lead — Client & Analytics
Job in
Troy, Miami County, Ohio, 45373, USA
Listed on 2026-01-16
Listing for:
UBS
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading global wealth manager in Troy, Ohio, is seeking a Senior Wealth Strategy Associate to assist financial advisors in developing personalized wealth strategies. You will engage with clients, analyze performance, and provide actionable insights to optimize investments. The ideal candidate will have strong communication skills and relevant licenses, with a focus on building meaningful client relationships. This position offers opportunities for professional growth within a collaborative environment.
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Position Requirements
10+ Years
work experience
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