Senior Wealth Strategist

UBS•New York, NY

4d•$200,000 - $275,000•Remote

About The Position

As a Senior Wealth Strategist in the UBS Advanced Planning team, you will partner with financial advisors to proactively engage Ultra High Net Worth clients and prospects with a net worth of $50M and above. Your role will involve initiating dialogues surrounding advanced wealth transfer and philanthropic strategies, and the integration of those strategies with their investment portfolios. You will serve as a member of UBS's in-house "think-tank," creating timely articles on estate and wealth transfer planning for internal and external publications and participating in speaking engagements.

Requirements

Juris Doctor (JD) degree from an accredited law school required.
Active Series 7 and 66 (or are required to obtain them within 90 days of hire).
Expertise, skills and experience with the following areas, techniques and strategies: personal income, estate, gift, trust, and partnership tax disciplines, advanced wealth transfer planning techniques such as Grantor Retained Annuity Trusts, Family Limited Partnerships, Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations, Generation Skipping Transfer Tax, philanthropic planning, planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock.
Significant experience working with ultra high net worth clients.
Strong collaboration skills working with other business groups within UBS Wealth Management to provide a comprehensive and consistent internal client experience.
Able to interact with Senior management, financial advisors, product areas, vendors and field experts.
Skilled at working with a high degree of autonomy, set priorities and manage deadlines as well as organized and have strong project coordination skills.
A team-player, enthusiastic and positive, polished, poised and professional as well as self-motivated and pro-active.
Curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

Nice To Haves

Ideally 10+ years of experience at a law firm in private practice or in an accounting firm.
A network to participate in external activities that raise the profile of UBS Wealth Management in the Ultra High Net Worth market, particularly among attorneys and accountants as centers of influence.

Responsibilities

Enhance the client acquisition, advisory and retention process by contributing sophisticated advice related to estate planning, wealth transfer and philanthropic planning.
Educate Financial Advisors in the areas of wealth planning, estate and financial planning.
Articulate a concise message to both the client and UBS Financial Advisors, as an advice provider in a comprehensive wealth planning context.
Prepare comprehensive analyses and review of a client's estate and wealth transfer planning.
Educate clients on opportunities for additional planning.
Work on a multi-disciplinary team serving UHNW clients and family offices.
Create timely articles on estate and wealth transfer planning for internal and external publications.
Participate in speaking engagements.