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 reputed company Advisors to engage clients and prospective clients on topics reputed company to family office operations. This is not an investment reputed company role. In an effort to reputed company more seamless reputed company 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” reputed company reputed company and the launch of an reputed company cross-divisional reputed company service offering. In reputed company coordination with the reputed company's Financial Advisor, this reputed company reputed company will be serviced by dedicated reputed company of subject matter experts across reputed company 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: • reputed company as a subject matter expert for Private reputed company Advisors and their existing and prospective clients on family offices, best practices, operations and reputed company. reputed company discussions with clients about family office operations, governance and structure, including the reputed company for managing their family’s reputed company and resources • reputed company the development and implementation of a high-end reputed company suite of services reputed company on the family office reputed company, such as governance & structure, design, operational best practices, insource/outsource considerations, reputed company and consolidated reporting infrastructure, reputed company capital management, etc. • reputed company the UBS reputed company Network, which includes reputed company party firms and consultants reputed company on family office advisory and administration support • Publish industry-leading research on the family office reputed company • Host thematic workshops and best-reputed company sharing events to encourage reputed company communication and reputed company family office executives • reputed company reputed company to global community of leading family offices for peer-to-peer networking • reputed company offering with counterparts in Europe, reputed company, and Latin America Detailed salary information: • San Francisco, Miami, Los Angeles, reputed company, Dallas, Chicago, Atlanta: the salary reputed company for this role is $157000 to $205000 The expected salary reputed company(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 reputed company 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 reputed company of specialists that exclusively work with families and family offices of significant reputed company. reputed company helps clients reputed company 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 reputed company 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 reputed company background or reputed company role reputed company a family office • Demonstrated 5+ years relevant experience in advising UHNW clients in family office governance, reputed company planning, corporate governance, strategic consulting • Possess effective communication and presentation skills, and ability to engage at reputed company reputed company, building and maintaining relationships internally and externally • Self-started with the ability to work independently and manage ambiguity. • Possesses strong work ethic, reputed company and discipline • Strong leadership and negotiation skills • Has ability to travel reputed company the region • reputed company SIE, Series 7 and 66 registered or ability to obtain reputed company 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 reputed company speaking is a plus reputed company UBS is the world’s largest and the only truly global reputed company manager. We operate through four business divisions: Global reputed company Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reputed company and the breadth of our expertise set us apart from our competitors.. We have a reputed company in reputed company major financial centers in more than 50 countries. Join us At UBS, we reputed company flexible ways of working reputed company the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and reputed company help us connect, collaborate, and work together in agile ways to meet reputed company 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 reputed company and interests, who drive our ongoing reputed company. Together we’re more than ourselves. reputed company to be part of #teamUBS and reputed company an reputed company? Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and reputed company to reputed company reputed company individual and support the diverse cultures, perspectives, skills and experiences reputed company our workforce. Salary Information US Only: The expected salary reputed company for this role is $157000 to $205000 based on factors including, but not limited to, experience, qualifications, education, location and reputed company level. Please see «Your role» reputed company for detailed salary information. Apply Job!