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Senior Strategist -Northeast- Family & Philanthropy Advisory Ame
Category: Banking
  • Your pay will be discussed at your interview

Job code: lhw-e0-90671117

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UBS Financial Services

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  Job posted:   Thu Jun 7, 2018
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  4 Views, 0 Applications  
Senior Strategist -Northeast- Family & Philanthropy Advisory Ame

**Your role:**

You'll be the northeast divisional representative and key point of contact for the Family Advisory & Philanthropy team. This role is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy. Your primary responsibilities will include:

-Design and lead productive family meetings, turning family values into a shared family vision, creating engaging wealth education sessions for the rising generation, and promoting meaningful international dialogue about what really matters

-Work with families on their strategic giving as well as engaging the rising generation on multigenerational giving opportunities.

-This individual is required to be a keynote speaker on relevant topics for financial advisor and client events of all sizes.

-Bring the Family Advisory, Philanthropy, and Optimus Foundation offerings to the field; actively present and act as a liaison to create connections with other areas of the firm.

**What we offer:**

Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

**Take the next step:**

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

**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 Family Advisory & Philanthropy team is a thought-partner to exceptional families through wealth transitions, family governance, family office governance, philanthropic giving and more. Our team offers time-tested financial education programs, family workshops, private briefings, access to specialized resources, and philanthropic solutions.

**Your experience and skills:**

You have:

-~15+ years of related professional experience

-BS, BA or higher (JD preferred but not required)

-Series 7 and 66 certifications (or the ability to obtain within a reasonable amount of time)

-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, exercise confidentiality, communicate effectively, and acute attention to detail.

**About us:**

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

**Your colleagues:**

**Job Reference #:** 168398BR

**Business Divisions:** Wealth Management Americas

**Title:** Senior Strategist -Northeast- Family & Philanthropy Advisory Americas

**City:** New York

**Job Type:** Full Time

**Country / State:** United States - New York

**Function Category:** Client advisory / Relationship management

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