Senior Strategist, Family Advisory & Philanthropy Services

City

Los Angeles

Job Type

Full Time

Country / State

United States - California

Function Category

Client advisory / Relationship management

Join us

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. 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.

Disclaimer / Policy statements

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.

Your team

The UBS Family Advisory and Philanthropy Services Americas team works in partnership with other subject matter experts within UHNW Solutions Group professionals and UBS Financial Advisors to deliver insights, advice and execution on wealth transition, intentional communication and philanthropic impact. We bring vast experience and expertise in supporting wealth creators, inheritors, and multigenerational families to build enduring legacies and maximize their impact locally, nationally, and globally.

Your expertise

­• ideally 10+ years of related professional experience
­ BS, BA or higher (MBA or JD preferred but not required)
­ Series 7 and 66 certifications (or the ability to obtain within three months)
­• experience in the financial services industry or global organizations a plus
­• experience with ultra-high net worth individuals and/or families a plus
­• excellent verbal, written, and interpersonal communication skills including the ability to work directly with Financial Advisors, clients, prospects and their other trusted advisors
­• the ability to multi-task, problem solve, maintain confidentiality, communicate effectively, and have an acute attention to detail
­• advanced training or certificates in family dynamics and philanthropic advising
­• ability to develop and deliver family dynamics communication exercises and tools, facilitate family meetings, and strong presentation skills
­• skills to engage wealth holders and inheritors in developing and refining their philanthropic aspirations and legacy plans.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Salary information

US Only: The expected salary range for this role is $170000 to $245000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.