Senior Strategist, Family Advisory & Philanthropy Services

Your role

Are you looking for role guiding families of exceptional financial success on matters related to doing good with wealth for loved ones and the communities they care about? Reporting to the Head of Family Advisory & Philanthropy Services, U.S., you'll operate within the UHNW coverage and advisory model as an extension of the Financial Advisor team. You'll support clients across the full lifecycle, from early liquidity and succession planning through ongoing multigenerational stewardship.
You'll be deployed selectively where family complexity, scale, and opportunity require deeper engagement, and where early involvement can shape long term outcomes for both clients and UBS.
You'll also work as part of the global Social Impact & Philanthropy team, collaborating across regions and with colleagues in sustainability, impact investing, and social finance to build and scale solutions that advance the impact economy.

As a Senior Strategist you will:
• partner with Financial Advisors to identify opportunities for family advisory and philanthropy conversations and engage spouses, rising generations, and future decision makers early
• design and lead client engagements across governance, decision making, succession, leadership transition, next generation development, and family culture
• translate discovery discussions into practical outputs such as governance recommendations, decision frameworks, succession roadmaps, family meeting agendas, multigenerational engagement plans, and philanthropy strategies
• maintain momentum after meetings by clarifying decisions, ownership, and next steps, helping families move from intent to action
• increase adoption of the UBS Optimus Foundation as a platform for high-impact philanthropy where relevant
• act as a thought leader through client events and content
• track and report advisor and client activity in line with UHNW Advisory requirements, helping expand advisory scope, retention, and wallet share
• contribute to the ongoing development of Social Impact & Philanthropy offerings
• connect teams and capabilities across UBS

Your team

The UBS Family Advisory and Philanthropy Services Americas team works in partnership with other subject matter experts within UHNW Solutions Group professionals and UBS Financial Advisors to deliver insights, advice and execution on wealth transition, intentional communication and philanthropic impact. We bring vast experience and expertise in supporting wealth creators, inheritors, and multigenerational families to build enduring legacies and maximize their impact locally, nationally, and globally.

Your expertise

• Ideal 10-15 years of experience in UHNW wealth management, family advisory, philanthropy, or related fields
• proven track record working with ultra high net worth individuals and multigenerational families
• strong facilitation skills, including leading complex family meetings and managing sensitive dynamics
• ability to translate qualitative discussions into structured frameworks, decisions, and actions
• advanced training or certification in family systems, governance, or philanthropic advising
• experience integrating philanthropy with governance, family values, and generational transition
• excellent communication skills and presence with clients, advisors, and centers of influence
• FINRA Series 7 and 66, or ability to obtain within three months
• ability to work in a matrixed organization and influence without direct authority
• comfort using firm platforms, data, and emerging digital and AI tools to scale impact
Personal attributes
• strategic, empathetic, and action oriented
• able to balance human dynamics with structured approaches
• credible with both sophisticated clients and experienced advisors
• motivated by complexity and long-term stewardship
• committed to continuous learning and growth

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.