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UBS · United States

# Senior Wealth Strategy Associate

United States Senior individual contributor Operations 

Listed on UBS’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=350367)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Senior Wealth Strategy Associate

## Job description

Do you currently hold active Series 7 and Series 66 licenses (or equivalent)? Do you have ideally 2-3+ years of experience in wealth management or financial services? Do you have experience supporting client relationships and mentoring junior team members?

We're looking for a Senior Wealth Strategy Associate to:
- Manage all aspects of client operations, including account opening, maintenance, and asset movement requests.
- Deliver exceptional client service by responding to account-related inquiries and requests.
- Build and strengthen client relationships while supporting business development initiatives.
- Coach, mentor, and provide day-to-day support to junior team members.
- Participate in team projects, meetings, and process improvement initiatives to enhance the client experience.

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: United States[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=350367)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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