Family Office Design & Governance Strategist
Job Reference #
312259BR
Job Type
Full Time
Your role
The Family Office Design & Governance Strategist plays a key role in setting the strategic direction of Family Office Solutions. The Family Office Design & Governance Strategist partners with Private Wealth Advisors to engage clients and prospective clients on topics related to family office operations. This is not an investment related role.
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new Ultra High Net Worth (UHNW) Plus client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.
The key responsibilities for this role include:
Act as a subject matter expert for Private Wealth Advisors and their existing and prospective clients on family offices, best practices, operations and strategy. Lead discussions with clients about family office operations, governance and structure, including the options for managing their familys wealth and resources
Lead the development and implementation of a high-end scalable suite of services focused on the family office segment, such as governance & structure, design, operational best practices, insource/outsource considerations, accounting and consolidated reporting infrastructure, human capital management, etc.
Oversee the UBS Professional Network, which includes third party firms and consultants focused on family office advisory and administration support
Publish industry-leading research on the family office space
Host thematic workshops and best-practice sharing events to encourage open communication and gather family office executives
Provide access to global community of leading family offices for peer-to-peer networking
Align offering with counterparts in Europe, APAC, and Latin America
Detailed salary information:
San Francisco, Miami, Los Angeles, Houston, Dallas, Chicago, Atlanta: the salary range for this role is $157000 to $205000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .
Your team
Family Office Solutions is a team of specialists that exclusively work with families and family offices of significant wealth. The team helps clients navigate the challenges and opportunities across their family enterprises, including their businesses, family offices, philanthropic structures, and passions & interests.
Having this expertise under one roof allows for integration and layering of services across the UBS ecosystem, delivering a personalized, holistic client experience.
Your expertise
Requirements and Expertise:
10-15 years of experience working in a single-family office or have been involved in operationally setting up a family office, ideally with an accounting background or accounting role within a family office
Demonstrated 5+ years relevant experience in advising UHNW clients in family office governance, wealth planning, corporate governance, strategic consulting
Possess effective communication and presentation skills, and ability to engage at all levels, building and maintaining relationships internally and externally
Self-started with the ability to work independently and manage ambiguity.
Possesses strong work ethic, integrity and discipline
Strong leadership and negotiation skills
Has ability to travel within the region
FINRA SIE, Series 7 and 66 registered or ability to obtain within 3 months of hire
Bachelor's degree required with an understanding of the finance industry
Designations or advanced degree (CPA, JD, CFA, CFP) desired but not required
Spanish or Mandarin speaking is a plus
About Us
UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
Salary Information
US Only: The expected salary range for this role is $157000 to $205000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Apply Now
312259BR
Job Type
Full Time
Your role
The Family Office Design & Governance Strategist plays a key role in setting the strategic direction of Family Office Solutions. The Family Office Design & Governance Strategist partners with Private Wealth Advisors to engage clients and prospective clients on topics related to family office operations. This is not an investment related role.
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new Ultra High Net Worth (UHNW) Plus client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.
The key responsibilities for this role include:
Act as a subject matter expert for Private Wealth Advisors and their existing and prospective clients on family offices, best practices, operations and strategy. Lead discussions with clients about family office operations, governance and structure, including the options for managing their familys wealth and resources
Lead the development and implementation of a high-end scalable suite of services focused on the family office segment, such as governance & structure, design, operational best practices, insource/outsource considerations, accounting and consolidated reporting infrastructure, human capital management, etc.
Oversee the UBS Professional Network, which includes third party firms and consultants focused on family office advisory and administration support
Publish industry-leading research on the family office space
Host thematic workshops and best-practice sharing events to encourage open communication and gather family office executives
Provide access to global community of leading family offices for peer-to-peer networking
Align offering with counterparts in Europe, APAC, and Latin America
Detailed salary information:
San Francisco, Miami, Los Angeles, Houston, Dallas, Chicago, Atlanta: the salary range for this role is $157000 to $205000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .
Your team
Family Office Solutions is a team of specialists that exclusively work with families and family offices of significant wealth. The team helps clients navigate the challenges and opportunities across their family enterprises, including their businesses, family offices, philanthropic structures, and passions & interests.
Having this expertise under one roof allows for integration and layering of services across the UBS ecosystem, delivering a personalized, holistic client experience.
Your expertise
Requirements and Expertise:
10-15 years of experience working in a single-family office or have been involved in operationally setting up a family office, ideally with an accounting background or accounting role within a family office
Demonstrated 5+ years relevant experience in advising UHNW clients in family office governance, wealth planning, corporate governance, strategic consulting
Possess effective communication and presentation skills, and ability to engage at all levels, building and maintaining relationships internally and externally
Self-started with the ability to work independently and manage ambiguity.
Possesses strong work ethic, integrity and discipline
Strong leadership and negotiation skills
Has ability to travel within the region
FINRA SIE, Series 7 and 66 registered or ability to obtain within 3 months of hire
Bachelor's degree required with an understanding of the finance industry
Designations or advanced degree (CPA, JD, CFA, CFP) desired but not required
Spanish or Mandarin speaking is a plus
About Us
UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
Salary Information
US Only: The expected salary range for this role is $157000 to $205000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Apply Now