Senior Wealth Strategy Associate

Overview

Are you ready to join a true best‑in‑class Private Wealth Management Team (one of the top 50 within the firm)? As a recognized A‑Player, you will take on greater responsibilities with the compensation to match. You’ll master portfolio management and the mechanics of investing, and your spreadsheets, balance sheets and financial reports will speak to you in a special language.

• Develop customized asset allocation strategies and investment solutions with financial advisors.
• Analyze portfolio performance and recommend potential changes to financial advisors.
• Execute equity and fixed income trades regularly.
• Manage structured products and alternative investment processes.
• Perform investment due diligence, including quarterly calls with key portfolio managers.
• Communicate and represent our team brand to ultra‑high net worth clients of varying levels of sophistication.
• Participate in client conversations with financial advisors.
• Act as the primary relationship manager for select clients.
• Prepare performance reports and other materials for clients.
• Manage several tasks in a fast‑paced environment while delivering accurate and timely results.
• Provide coaching support to junior team members and contribute to their performance evaluation.

• Series 7 and 66 licenses.
• 7+ years of experience in client reporting, market research and daily trading.
• 2+ years of experience leading client relationships.
• Bachelor’s degree or equivalent, focused on finance or economics.
• CFA designation (Levels I, II or III) is a huge plus but not required.
• Detail‑oriented with a strong eye for accuracy.
• Analytical and logical problem‑solving skills.
• Experience working across multiple trading platforms.
• Skilled at developing wealth management strategies.
• High proficiency in Microsoft Office Suite.

City: Washington

Job Type: Full Time

Salary Range: $100,000 to $140,000 (Washington), based on experience, qualifications and skill level. Discretionary incentive compensation may also be available.

UBS offers a comprehensive benefits program; for details, visit  Our culture blends close‑knit collaboration with high performance, fostering growth‑focused results in a challenging and rewarding work environment. We emphasize competence, care, initiative, creativity, and communication.

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. We are committed to disability inclusion and provide reasonable accommodation throughout the recruitment process.