Senior Level Financial Advisor Jobs

United States - New Jersey

Strategy

Global Wealth Management

338527BR

Weehawken

Full Time

Are you passionate about applying quantitative methods to real-world investment challenges? Do you thrive in a collaborative environment where your portfolio construction skills and analytical thinking can drive innovation in portfolio risk management?

We’re looking for someone who can:

• Perform and document comprehensive reviews of discretionary investment strategies managed by U.S. Financial Advisors (FAs), with a detailed focus on investment process, dispersion analysis, performance, trading implementation, and related operational controls.
• Engage Financial Advisor (FA) teams to explain Investment Manager Analysis (IMA) observations and provide targeted coaching designed to strengthen their investment decision-making and drive improved long-term portfolio outcomes.
• Contribute to recurring governance meetings/committees for discretionary strategies; set agendas, curate materials, coordinate key stakeholders, and ensure decisions, actions, owners, and timelines are clearly captured; drive escalations and follow ups to closure.
• Serve as a subject matter expert for our discretionary programs; field questions from FA teams and cross functional partners, providing timely, well supported guidance on program design, oversight standards, and best practices.
• Participate in evolving the strategic vision for discretionary programs to ensure robust oversight and governance frameworks while preserving each FA’s ability to effectively navigate and manage discretionary portfolios.
• Curate and continuously improve review artifacts (e.g., strategy review packs, dispersion/performance readouts, trading checklists) to support both initial due diligence and ongoing monitoring.
• Partner across stakeholders to translate insights into pragmatic enhancements to process, controls, and client outcomes, reinforcing accountability and transparency throughout the program lifecycle.

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

You’ll be a member of the Investment Manager Analysis group within UBS’s Global Wealth Management Americas division. Our team is responsible for building and maintaining quantitative models that support investment decision-making and oversight of investment strategies offered through our wealth management platform. We work closely with portfolio management teams, technology partners, and other stakeholders to deliver scalable, data-driven solutions that enhance client outcomes. In line with UBS’s ambition to become an AI enabled institution, we operate in a collaborative, inclusive environment that empowers innovation and creative approaches to complex problems.

Experience/Mandatory

• ideally +7 years of experience in an investment due diligence role, preferably in asset management, risk management, or financial modeling.
• Deep understanding of time-series analysis, and statistical modeling techniques.
• Familiarity with risk management concepts such as risk decomposition, factor exposure, and stress testing.
• Experience with Morningstar, Bloomberg PORT, FactSet, Aladdin, and other data vendor services preferred.

Soft Skills

• Master communicator with proven ability to influence decision-making through persuasive dialogue and well-structured presentations.
• Strong team player with the ability to collaborate across functions and geographies.
• Ability to manage multiple projects and meet deadlines in a dynamic environment.
• Desire to grow in role by learning and teaching with the goal of becoming a subject matter expert.
• Skilled at initiating, nurturing, and developing strong interpersonal relationships.

Hard Skills

• Deep understanding of financial markets and investment products across asset classes.
• Exceptional analytical skills and proficiency with Excel (e.g., PowerQuery) and Microsoft Office applications.
• Strong critical and analytical thinker who can build an investment recommendation based on facts.
• Knowledge of investment-related statistics.

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.

The indicative gross base salary range as a full-time equivalent role:

• United States - New Jersey - Weehawken min USD 140000 - max USD 180000 /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.

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.

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.