We’re looking for a Senior Wealth Strategy Associate to:

• develop customized asset allocation strategies and investment solutions with financial advisors
• analyze portfolio performance and recommend potential changes to financial advisors
• execute equity and fixed income trades regularly
• manage structured products and alternative investments processes
• perform investment due diligence, including quarterly calls with key portfolio managers
• communicate and represent our team brand to ultra-high net worth clients of varying levels of sophistication
• participate in client conversations with financial advisors
• act as primary relationship manager for select clients
• prepare performance reports and other materials for clients
• manage several tasks in a fast-paced environment, while delivering accurate and timely results
• provide coaching support to junior team and contribute to their performance evaluation

Detailed salary information:
• Bethesda: the salary range for this role is $75000 to $110000
• Washington: the salary range for this role is $85000 to $130000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.