Strategy Associate Jobs in Minnesota
Strategy Associate jobs in Minnesota are open across Minneapolis, Eden Prairie, and Arden Hills and other Minnesota metros, with employers like Piper Sandler, Optum, and Express Scripts Sales Operations hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 35+ Strategy Associate jobs
Location: United States - Minnesota
City: Wayzata
Job Type: Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- provide support for client relationship building and business development activities
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Your team
You’ll be working as part of Shafer Block Wealth Management in our Wayzata office.
Our team is process driven and systematic in everything we do. We are focused on ensuring that our actions exceed expectations.
As a Sr. Wealth Strategy Associate you’ll play an important role in the success of our team.
Your expertise
- series 7 and 66 licenses
- 5+ years of experience in the finance sector
- bachelor's degree focusing on Finance or Business preferred
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - Minnesota - Wayzata min USD 60000 - max USD 75000 /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.
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.
Location: United States - Minnesota
City: Wayzata
Job Type: Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- provide support for client relationship building and business development activities
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Your team
You’ll be working as part of Shafer Block Wealth Management in our Wayzata office.
Our team is process driven and systematic in everything we do. We are focused on ensuring that our actions exceed expectations.
As a Sr. Wealth Strategy Associate you’ll play an important role in the success of our team.
Your expertise
- series 7 and 66 licenses
- 5+ years of experience in the finance sector
- bachelor's degree focusing on Finance or Business preferred
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - Minnesota - Wayzata min USD 60000 - max USD 75000 /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.
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.
See All 35 Strategy Associate Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
Find Strategy Associate JobsStrategy Associate Jobs by City in Minnesota
Where Minnesota roles are concentrated, by current openings.
Strategy Associate Job Market in Minnesota
A snapshot from current Minnesota openings, updated as new roles post.
Who's Hiring
- Piper Sandler5
- Optum3
- Express Scripts Sales Operations2
- Houlihan Lokey2
- Land O'Lakes2
Top Industries Hiring
- Investment & Asset Management7
- Consulting & Professional Services6
- Technology & Software4
- Food & Beverage3
- Manufacturing3
What Minnesota Employers Look For
The qualifications that appear most often in strategy associate jobs across Minnesota.
- Bachelor's degree in business, economics, finance, or a related quantitative field
- Strong proficiency in Excel financial modeling and PowerPoint storytelling
- Experience conducting structured analysis and synthesizing findings into clear recommendations
- Familiarity with business strategy frameworks such as MECE, Porter's Five Forces, or scenario planning
- Ability to manage multiple workstreams and meet deadlines in a fast-paced environment
- Exposure to SQL, Tableau, or other data visualization tools is increasingly preferred
Strategy Associate Jobs in Minnesota: Frequently Asked Questions
How many strategy associate jobs are there in Minnesota?
There are 35+ strategy associate openings in Minnesota on Migrate Mate as of June 2026, with the most roles in Minneapolis, Eden Prairie, and Minnesota. New positions post regularly as employers across Minnesota hire.
Which Minnesota cities have the most strategy associate jobs?
Minneapolis, Eden Prairie, and Minnesota have the most strategy associate openings in Minnesota right now, with additional roles spread across smaller metros statewide.
Which companies hire strategy associates in Minnesota?
Employers hiring strategy associates in Minnesota include Piper Sandler, Optum, and Express Scripts Sales Operations, based on current listings on Migrate Mate as of June 2026.
Are there remote strategy associate jobs in Minnesota?
Yes. About 40% of strategy associate openings tied to Minnesota are remote or hybrid as of June 2026. The rest are on-site roles based in Minnesota metros.
How do I apply for strategy associate jobs in Minnesota?
You can apply to strategy associate jobs in Minnesota directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Minnesota location, then apply to each one that fits.
See All 35 Strategy Associate Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
Find Strategy Associate Jobs