Senior Wealth Strategy Lead - Portfolio & Research
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Portfolio & Asset Management
UBS is seeking a Senior Wealth Strategy Associate in La Jolla to lead the team's portfolio management and investment function. You’ll drive research, trading, and client engagement for high-net-worth families and business owners, aligning investment solutions with client goals.
Join a collaborative, high-performance Private Wealth Management team focused on sophisticated portfolio strategy, market analysis, and ongoing client education in a dynamic market environment.
This posting is for the Senior Wealth Strategy Lead
- Portfolio & Research role at UBS, based in San Diego, CA, United States.
Learn more about the Senior Wealth Strategy Lead
- Portfolio & Research role in the description above.
We appreciate your interest in this position.
Join UBS and contribute to our ongoing work.
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