Key responsibilities
Are you an experienced estate planning professional? Does partnering with financial advisors and their largest and most sophisticated clients on estate and financial planning issues motivate you? We're looking for someone like that who can:
• enhance the client acquisition, advisory and retention process by contributing sophisticated advice related to estate planning, wealth transfer and philanthropic planning
• educate Financial Advisors in the areas of wealth planning, estate and financial planning
• articulate a concise message to both the client and UBS Financial Advisors, as an advice provider in a comprehensive wealth planning context
• prepare comprehensive analyses and review of a client's estate and wealth transfer planning, educate clients on opportunities for additional planning, and work on a multi disciplinary team serving UHNW clients and family offices
The team
As a Senior Wealth Strategist in the UBS Advanced Planning team, you partner with financial advisors to proactively engage Ultra High Net Worth clients and prospects with a net worth of $50M and above in a dialogue surrounding advanced wealth transfer and philanthropic strategies, and the integration of those strategies with their investment portfolios. You will serve as a member of UBS's in-house "think-tank," by creating timely articles on estate and wealth transfer planning for internal and external publications and participating in speaking engagements.
Your skills and experience
• Juris Doctor (JD) degree from an accredited law school required
• ideally 10+ years of experience at a law firm in private practice or in an accounting firm
• active Series 7 and 66 (or are required to obtain them within 90 days of hire)
• expertise, skills and experience with the following areas, techniques and strategies: personal income, estate, gift, trust, and partnership tax disciplines, advanced wealth transfer planning techniques such as Grantor Retained Annuity Trusts, Family Limited Partnerships, Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations, Generation Skipping Transfer Tax, philanthropic planning, planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock
• significant experience working with ultra high net worth clients
• strong collaboration skills working with other business groups within UBS Wealth Management to provide a comprehensive and consistent internal client experience
• a network to participate in external activities that raise the profile of UBS Wealth Management in the Ultra High Net Worth market, particularly among attorneys and accountants as centers of influence
• able to interact with Senior management, financial advisors, product areas, delete vendors and field experts
• skilled at working with a high degree of autonomy, set priorities and manage deadlines as well as organized and have strong project coordination skills
• a team-player, enthusiastic and positive, polished, poised and professional as well as self-motivated and pro-active
• you're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 200000 - max USD 275000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
