Senior Wealth Strategy Associate

UBS • Tampa, FL

14h • Hybrid

About The Position

The Senior Wealth Strategy Associate supports financial advisors serving institutional and ultra-high-net-worth individuals and families. The role provides analysis and insight for client conversations, develops customized asset allocation strategies and investment solutions, and supports client relationship building and business development. It also performs business analytics and analyzes portfolio performance reviews to recommend potential changes to financial advisors.

This is an in-office position with possible remote-work flexibility once skills are demonstrated and in alignment with team needs, when the lead financial advisor is not scheduled in the office, when no institutional client reviews are scheduled, and when remote work is arranged in advance with the lead advisor. Travel may be required for client reviews and presentations, team development, and other business needs, including road travel of up to four to five hours within Florida and flights within the United States.

The role is part of a single Wealth Management Americas team and does not require work for other teams while assigned to the current team.

Requirements

• Hold Series 7 and Series 66 licenses.
• Ideally have five or more years of registered client experience in wealth management.
• Have two or more years of analytical responsibilities, including portfolio manager research and preparation and evaluation of client performance reporting.
• Have client-facing capabilities to review client performance and address immediate client needs.
• Have a bachelor’s or master’s degree, or equivalent, focused on business or finance.
• Demonstrate excellent communication and interpersonal skills.
• Be analytical and logical, with problem-solving ability.
• Be a team player.

Nice To Haves

• Hold either the CIMA® or CFA® designation.

Responsibilities

• Assist financial advisors in client conversations by providing analytical information and seeking to understand clients’ goals.
• Develop customized asset allocation strategies and investment solutions for clients.
• Support client relationship building and business development activities.
• Perform business analytics to support financial advisors in growing the business.
• Analyze and interpret portfolio performance reviews and recommend potential changes to financial advisors.
• Travel as needed for periodic client reviews, final presentations, other client presentations, team development, and other business-related activities.
• Cross-cover client administration, including journals, distributions, account opening, scheduling, and related needs.
• Train interns and entry-level team associates.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior