Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Strategy Associate

UBS Financial Services Inc.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

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.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Strategy Associate in San Jose, CA vacancy
  • $87.8k - $167.25k

    The OpportunityThe Corporate Strategy team works closely with Adobe’s top executives and...  ...around Generative AI. The ChallengeAs an Associate, will join a highly entrepreneurial team...  ...the outstanding opportunity to support senior executives across the business. They face... 
    Senior
    Full time
    Temporary work
    Local area
    Worldwide

    Adobe Systems

    San Jose, CA
    4 days ago
  • $95.1k - $161k

     ...people are our number one priority. With a wealth of learning and career development...  ...in Advisory.KPMG is currently seeking a Senior Associate, IT Internal Audit to join our Audit and...  ...such as, Information Technology (IT) strategy and transformation programs, agile software... 
    Senior
    H1b
    Local area

    KPMG

    Santa Clara, CA
    1 day ago
  • $150k - $217k

     ...experience.5 years of experience in management consulting at the project lead or managerial level or equivalent experience in corporate strategy.Preferred qualifications:Advanced degree in a management, technical, or engineering field.5 years of experience in a management... 
    Suggested

    Google

    San Jose, CA
    3 days ago
  •  ...Description As a member of a client service team, the Wealth Management Senior Associate is responsible for helping the Wealth Management Managers...  ...How you will contribute: Participate in internal strategy discussions for clients Assist with the coordination... 
    Senior
    Work at office

    ASPIRIANT LLC

    Mountain View, CA
    29 days ago
  •  ...Job Description Job Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity... 
    Senior
    Work at office

    ASPIRIANT LLC

    Mountain View, CA
    1 day ago
  • $111.72k - $216.43k

     ...culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-...  ...we are, and what we stand for.KPMG is currently seeking a Senior Associate, Complex Valuation to join our Economic and Valuation Services... 
    Senior
    Work at office
    Local area

    KPMG

    Santa Clara, CA
    4 days ago
  • $95.1k - $161k

     ...future as we are, join our team.KPMG is currently seeking a Senior Associate in Internal Audit for our Audit and Assurance practice.Responsibilities...  ..., and internal audit reportsAssist in creating different strategies for client risk assessments and annual audit plans, and... 
    Senior
    H1b
    Local area

    KPMG

    Santa Clara, CA
    21 hours ago
  • $96.05k - $206.08k

     ...culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-...  ...a career in Advisory. KPMG is currently seeking a Senior Associate, Workday Security to join our Advisory Technology Organization... 
    Senior
    H1b
    Local area

    KPMG

    Santa Clara, CA
    1 day ago
  •  ...Publicis Resources - A Publicis Groupe Company.OverviewThe R2R Senior Accountant Associate is responsible for supporting the accounting cycle,...  ...systems, analyze existing SAP landscapes and develop migration strategies aligned with business requirements, collaborate with... 
    Senior

    Publicis Media

    San Jose, CA
    2 days ago
  • $88k - $175k

     ...growth and operational efficiency? If so, joining the Corporate Strategy team at Nutanix will give you the opportunity to shape the...  ...closely with the CEO, our executive leadership team, and other senior leaders across the company to shape strategy and drive executionYour... 
    Work experience placement
    Work at office
    Remote work
    Relocation package
    3 days per week

    Nutanix

    San Jose, CA
    2 days ago
  • $96.8k - $159.6k

     ...opportunity EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value...  .... Your Key Responsibilities As a Transaction Analytics Senior Associate, you will leverage analytical tools and technologies to provide... 
    Senior
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY-Parthenon

    San Jose, CA
    21 hours ago
  •  ...just getting started.Western Digital's Strategy & Corporate Development team is the connective...  ..., compelling narratives suitable for senior leadership consumption.Financial &...  ...most important strategic questions. The Associate will independently drive strategic projects... 
    Temporary work
    Work experience placement
    Immediate start
    Remote work
    Relocation
    Flexible hours
    Shift work

    Western Digital

    San Jose, CA
    4 days ago
  • $124k - $335k

     ...careers, now and in the future. As a Senior Manager, you'll work as part of a team of...  ...helping to solve complex business issues from strategy to execution. PwC Professional skills and...  ...Opportunity As part of the Asset and Wealth Management team you are expected to join... 
    Senior
    H1b
    Local area
    Overseas

    PwC

    San Jose, CA
    1 day ago
  •  ...is seeking a Sr. Director of Product Marketing to lead a team of product and product marketing managers, shaping the go-to-market strategy for premium laptop and embedded products. You will own product definition, positioning, and messaging for OEM and channel partners... 
    Senior

    Jobleads-US

    Santa Clara, CA
    1 day ago
  •  ...commercialization of an Ethernet product portfolio, spanning PHY, multi-PHY, NIC, and Ethernet switching platforms. You will own end-to-end strategy across hardware and software, including silicon capabilities and platform software, with executive visibility and substantial... 
    Senior

    Jobleads-US

    Santa Clara, CA
    2 days ago
  • $77.33k - $157.67k

     ...our culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Senior Associate, Property Tax to join our State and Local Tax (SALT) practice.Responsibilities:Provide excellent client service to multi-state... 
    Senior
    Work experience placement
    Local area

    KPMG

    Santa Clara, CA
    4 days ago
  • $73.72k - $164.57k

     ...our culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities:Provide excellent client service to multi-state companies... 
    Senior
    Local area

    KPMG

    Santa Clara, CA
    4 days ago
  • $77.33k - $157.67k

     ...our culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our Trade and Customs practice. Responsibilities:Support implementation of Global Trade Technology solutions,... 
    Senior
    Local area

    KPMG

    Santa Clara, CA
    19 hours ago
  • Unchain Data in San Jose, California, is seeking a Sr Data Scientist to leverage analytical expertise in fraud analytics. The role involves utilizing machine learning techniques to identify complex fraud patterns and providing technical guidance across teams. The ideal...
    Senior

    Jobleads-US

    San Jose, CA
    2 days ago
  •  ...Associate Vice President, Technology Strategy & Operations About the Company Prominent full-service credit union Industry Financial Services...  ...seeking an AVP for Technology Strategy and Operations. This senior leadership role is pivotal in managing the business... 
    Work at office

    Confidential

    San Jose, CA
    1 day ago
  • $85.03k - $172.62k

     ...culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a BTS Senior Associate, Tax Accounting Methods to join our Accounting Methods and Credit Services practice.Responsibilities:Assist with accounting... 
    Senior
    Local area

    KPMG

    Santa Clara, CA
    1 day ago
  • $102.41k - $218.5k

     ...our culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our Mergers & Acquisitions practice. Responsibilities:Advise clients on a full spectrum of corporate tax services... 
    Senior
    Local area

    KPMG

    Santa Clara, CA
    19 hours ago
  • Palo Alto Networks in Santa Clara, CA seeks a Senior HR/People leader to partner with senior leaders, shaping workforce strategy, organizational design, and talent planning across Idira and cross-functional teams. You will translate business goals into bold, data-backed... 
    Senior

    Palo Alto Networks, Inc.

    Santa Clara, CA
    3 days ago
  •  ...Senior Vice President of Insights & Creative Strategy About the Company A communications agency specializing in insights, planning, and creative strategy. Industry Marketing and Advertising Type Privately Held About the Role The Company is seeking... 
    Senior

    Confidential

    San Jose, CA
    21 hours ago
  •  ...leading technology and accounting firm is seeking experienced Tax Associates to join their team in Cupertino. This full-time role focuses...  ...management, tax compliance, and advanced tax planning strategies. Ideal candidates will have 10+ years of public accounting experience... 
    Senior
    Full time
    Flexible hours

    Cynch AI

    Cupertino, CA
    21 hours ago
  • Netflix is seeking a Senior Manager on the Finance & Strategy team in Los Gatos to lead analytics for GenAI tooling investments, ROI framing, and reporting...  ...-specific use cases, develop dashboards, mentor two associates, and help drive decisions on spend, #J-18808-Ljbffr... 
    Senior

    Netflix

    Los Gatos, CA
    21 hours ago
  • Applied Materials is looking for a Service Business Unit (SBU) Head to define and execute the service product strategy. This role involves leading senior managers and ensuring alignment to business objectives while delivering profitable revenue growth. The ideal candidate... 
    Senior

    Applied Materials

    Santa Clara, CA
    21 hours ago
  •  ...banking and fostering a culture where associates thrive. We are dedicated to supporting...  ...Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial...  ...comprehensive planning and investment strategies consistent with their individual financial... 
    Senior
    Full time
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    San Jose, CA
    4 days ago
  •  ...Senior Vice President, Strategy and Transformation About the Company Prominent healthcare services provider Industry Hospital & Health Care Type Privately Held About the Role The Company is in search of a Senior Vice President of Strategy and Transformation... 
    Senior

    Confidential

    San Jose, CA
    21 hours ago
  • Siemens EDA in Santa Clara, CA is seeking a Senior Manager - EDA Strategy and Operations to drive cross-functional processes across portfolio units and accelerate product time-to-market. You will lead strategic planning, financial modeling, and guidance across AI, ML, Cloud... 
    Senior

    Siemens AG

    Santa Clara, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Strategy Associate. Be the first to apply!