You’ll be the divisional representative and key point of contact for the Family Advisory & Philanthropy Services team.

In this role, you will be a thought partner to Financial 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.

Are you someone who can:
­-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 inter-generational dialogue about what really matters
­-work with families on their strategic giving as well as engaging the rising generation on multi-generational giving opportunities.
­-be a keynote speaker and present on relevant topics for financial advisor and client events of all sizes.
­-bring the Family Advisory, Philanthropy Services, and UBS Optimus Foundation offerings to the field; actively present and act as a liaison to create connections with other areas of the firm.
­-contribute to intellectual capital with ideas, whitepapers, reports, etc.
­-contribute with ideas on content development for related client events (topics, trends, presenters, etc)
­-manage and lead small and focused client workshops such as Family Wealth Symposiums within territory covered
­-maintain a good record and track meetings with clients and Advisors
­-act as a back-up to other Senior Strategists, as needed
­-travel (depending on location - 40%-60%)