Client Associate

Your role

Are you a strategic and results-oriented professional? Do you have a background in marketing and business development?

We're looking for a Business Development Specialist to:

-drive strategic growth and identify/develop relationships through direct outreach, digital engagement, and in-person networking
-expand the team's client base and assist Advisor to implement and track pipeline and progress
-develop strategic initiatives and lead nurturing activities to enhance team growth and client acquisition
-establish strong relationships with prospects, advisors, and centers of influence
-represent the team at various industry events, conferences, and networking engagements and plan our own events
-stay ahead of industry trends, regulatory changes, and market dynamics to identify new business opportunities and provide feedback to Sr leadership to refine business strategies
-understand UBS protocol and guidelines and manage the team's brand online through social media, web, and email
-coordinate and execute various marketing activities through email, social media, phone outreach, webinars, and events
-develop and maintain marketing materials and the team's intellectual property
-collaborate with internal teams to track progress and ensure alignment with goals

Detailed salary information:

• Washington: the salary range for this role is $66500 to $70000
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

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 we're more than ourselves. Ready to be part of 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.

Your team

You will be working with a DC-based Private Wealth Management team that is dedicated to helping families thrive by providing a truly exceptional experience. We pride ourselves on helping ultra-high-net-worth clients manage all aspects of their significant wealth. Our team culture centers around leadership and support, high performance, and fun. You will be surrounded by high performers, challenged, given opportunities, and encouraged to grow.

Your expertise

• Bachelor's degree in business or marketing field (MBA preferred)

• 7+ years of experience in business development, sales, or relationship management within the finance sector

• SIE, Series 7 and 66 licenses

• Proven track record of successfully initiating and building relationships

• Strong writing, presentation, and communication skills

• Ability to work in a fast-paced, results-driven environment

• Attention to detail / value accuracy

• Display grit, show consistent dedication, and are comfortable with complex problem-solving

About us

UBS is the world's 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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $66500 to $70000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see "Your role" section for detailed salary information.