Senior Wealth Strategy Associate

Business management, administration and support

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.

And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

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.

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

As a Wealth Strategy Associate, you’ll play an important role in supporting high net worth and ultra‑high net worth individuals and families through advisory services.

• SIE, Series 7 and 66 licenses are required
• Ideally 5+ years of experience in client service within the finance sector
• Bachelor's degree focusing on finance
• Excellent communication and top‑notch interpersonal skills
• Strong analytical and logical problem‑solving abilities
• Team player

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

Indicative gross base salary range as a full‑time equivalent role:
United States – Massachusetts – Boston, min USD 75,000 – max USD 98,000 per annum. Expected salary will be determined based on experience, qualifications, education, location and skill level. UBS offers competitive benefits and variable compensation may be provided at the discretion of the firm.