Senior Wealth strategy Associate

UBS; San Diego (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

UBS is seeking a Senior Wealth Strategy Associate in La Jolla to lead the team's portfolio management and investment function. You’ll drive research, trading, and client engagement for high-net-worth families and business owners, aligning investment solutions with client goals.

Join a collaborative, high-performance Private Wealth Management team focused on sophisticated portfolio strategy, market analysis, and ongoing client education in a dynamic market environment.

Qualifications

• Experience in wealth management, portfolio management, investment research, or a related field.
• Strong understanding of capital markets, portfolio construction, and investment theory.
• Ability to analyze portfolio performance and communicate investment recommendations clearly and effectively.

Responsibilities

• Lead portfolio management and investment function for the team.
• Oversee and execute trading activity across client portfolios.
• Conduct research on asset classes, managers, and portfolio strategies.
• Monitor portfolio performance and identify opportunities to improve client outcomes.
• Translate market insights into portfolio recommendations and client communications.
• Lead investment committee discussions and strategic portfolio reviews.
• Explain portfolio positioning and market developments to clients.
• Assist clients in understanding periods of performance and risk.

Skills

Wealth management

Portfolio management

Investment research

Client engagement

CFA progress

Education

CFA designation in progress

Job description

Key Responsibilities

Are you passionate about investing, portfolio management, and helping clients navigate complex market environments? Our Private Wealth Management team is seeking a Senior Wealth Strategy Associate who thrives on market analysis, investment research, and client engagement. This individual will play a key role in our investment platform, helping drive portfolio implementation, research, trading, and client communication for high-net-worth families and business owners.

Job Type

Full Time

Job Reference #

343613BR

City

La Jolla

Key Responsibilities

Are you passionate about investing, portfolio management, and helping clients navigate complex market environments? Our Private Wealth Management team is seeking a Senior Wealth Strategy Associate who thrives on market analysis, investment research, and client engagement. This individual will play a key role in our investment platform, helping drive portfolio implementation, research, trading, and client communication for high-net-worth families and business owners.

We're looking for someone who's:

• Hungry to learn, grow, and make an impact from day one
• Energized to serve — bringing enthusiasm and a client-first mindset to every interaction
• Always finding the way to "yes" — creative, resourceful, and solution-oriented
• Driven by an owner mentality — you take initiative and follow through
• Committed to a growth mindset — you see feedback as fuel and challenges as opportunities

What You'll Do

• Serve as the team's portfolio management and investment function lead
• Oversee and execute trading activity across client portfolios
• Conduct research on asset classes, investment managers, and portfolio strategies
• Monitor portfolio performance and identify opportunities to improve client outcomes
• Listen to manager calls, market updates, and strategy discussions, translating insights into portfolio recommendations and client communications
• Lead investment committee discussions and strategic portfolio reviews
• Join client meetings and calls to explain portfolio positioning, market developments, and drivers of performance
• Help clients understand periods of underperformance and outperformance while reinforcing long-term investment objectives
• Partner with Financial Advisors to develop customized investment solutions aligned with client goals and risk tolerance
• Support the continued enhancement of our team's investment platform and research process

The team

You’ll be working within the La Jolla Private Wealth Management office, providing comprehensive wealth management services to business owners, entrepreneurs, ultra-high-net-worth families, and multi-generational families. Our team delivers sophisticated planning, investment, and advisory solutions tailored to each client's unique goals and circumstances.

This is an opportunity to lead our investment process, influence portfolio outcomes, and work directly with sophisticated clients. If you’re energized by markets, enjoy investment research and portfolio strategy, and want to help clients make informed decisions through every market cycle, we’d love to meet you.

Your Skills And Experience

• Experience in wealth management, portfolio management, investment research, or a related field
• Strong understanding of capital markets, portfolio construction, and investment theory
• Demonstrated understanding of portfolio construction across taxable and qualified accounts, with experience evaluating and discussing cash, fixed income, public equities, private equity, private credit, private real estate, and other alternative investment strategies
• Ability to analyze portfolio performance and communicate investment recommendations clearly and effectively
• Passion for financial markets and ongoing investment education
• Excellent analytical, communication, and organizational skills
• Ability to explain complex investment concepts in a clear and relatable manner
• Self-starter who thrives in a collaborative, high-performance environment
• CFA designation or progress toward the CFA charter strongly preferred

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.

Salary information

• United States - California - La Jolla min USD 75000 - max USD 105000 /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.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.