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Strategy Associate Jobs in California (NOW HIRING)

UBS

Senior Wealth Strategy Associate

Palo Alto, CA · On-site

Key responsibilities Do you enjoy going above and beyond and ensuring client's needs are met and exceeded? We're looking for a Senior Wealth Strategy Associate to: • perform all tasks related to ...

Monks

Associate Strategy Director

Los Angeles, CA · Hybrid

As an Associate Strategy Director, you'll set and implement social media and other creative and content strategies to align with communication campaigns across multiple channels. The ideal candidate ...

Otter

Strategy & Planning Associate

Los Angeles, CA · On-site

About the role Supports strategic decision-making and business growth initiatives through data-driven analysis, go-to-market strategy development, and cross-functional program execution. Partners ...

UBS

Senior Wealth Strategy Associate

San Jose, CA · On-site

Do you have experience supporting client relationships and mentoring junior team members? We're looking for a Senior Wealth Strategy Associate to: • Manage all aspects of client operations ...

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All JobsStrategy Associate JobsStrategy Associate Jobs in California

Strategy Associate information

See California salary details

$32.1K

$92.5K

$146.1K

How much do strategy associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for strategy associate in California is $92,511.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,100.00 and $123,400.00 per year, depending on experience, location, and employer.

What is a strategy associate?

Strategy associates analyze data to help develop and execute a project for a company. These projects may include product launches, marketing campaigns, or financial analysis. As a strategy associate, your responsibilities are to prioritize tasks, streamline processes, and identify and resolve problems within the project. You may also be responsible for providing reports or presentations on your analysis and findings to company stakeholders.

How does a strategy associate typically collaborate with other departments within an organization?

Strategy Associates often work closely with teams across finance, marketing, operations, and product development to gather data, align on business objectives, and support the execution of strategic initiatives. This role requires strong communication skills and the ability to coordinate cross-functional meetings, synthesize diverse perspectives, and ensure stakeholders are informed throughout the project lifecycle. By collaborating with multiple departments, Strategy Associates gain a holistic view of the business and contribute to solutions that drive organizational growth.

What are the key skills and qualifications needed to thrive as a strategy associate, and why are they important?

To thrive as a Strategy Associate, you need strong analytical abilities, business acumen, and a relevant degree in business, economics, or a related field. Familiarity with data analysis tools like Excel, PowerPoint, and sometimes SQL or Tableau, as well as experience with strategic frameworks, is highly beneficial. Excellent communication, problem-solving, and teamwork skills help you effectively present recommendations and collaborate across departments. These competencies ensure you can develop actionable insights and support high-impact business decisions.

What is the difference between Strategy Associate vs Business Analyst?

AspectStrategy AssociateBusiness Analyst
Required CredentialsBachelor's degree, often MBA or related fieldBachelor's degree, sometimes advanced certifications
Work EnvironmentConsulting firms, corporate strategy teamsCorporate, consulting, or finance sectors
Employer & Industry UsageManagement consulting, corporate strategy departmentsBusiness operations, finance, consulting
Common Search & ComparisonYesYes

The Strategy Associate and Business Analyst roles share similarities in required education and work environments, often overlapping in consulting and corporate sectors. However, Strategy Associates typically focus on high-level strategic planning and recommendations, while Business Analysts tend to analyze data and support operational decisions. Both roles are essential in strategic and business development contexts, but their core responsibilities and focus areas differ slightly.

More about Strategy Associate jobs

What are the most commonly searched types of Strategy jobs in California?

The most popular types of Strategy jobs in California are:

What are popular job titles related to Strategy Associate jobs in California?

For Strategy Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Strategy Associate jobs in California look for?

The top searched job categories for Strategy Associate jobs in California are:

What cities in California are hiring for Strategy Associate jobs?

Cities in California with the most Strategy Associate job openings:

Strategy Associate jobs near you
Infographic showing various Strategy Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $92,511 per year, or $44.5 per hour.

Senior Wealth Strategy Associate

UBS

Westlake Village, CA • On-site

Full-time

Re-posted 14 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 175 rated banks

Job description

Key responsibilities
Do you have the knowledge, ambition and experience to
drive the business development of our client base? Can
you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities?
We're looking for a Wealth Strategy Associate to:
• build important relationships with those inside the fi rm
as well as with partners outside of UBS to better meet
client investment needs.
• proactively identify new business opportunities from our
existing and prospective clients
• coordinate and manage the team's business
development eff orts by creating and implementing a
strategic client book development plan
• work closely with teammates, as well as with clients to
solve complex problems and develop creative solutions for client portfolios.
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.
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.
The team
You will be working as part of Wealth Management Americas in Westlake Village, CA. The two principals are part of a select group of experienced professionals that work with a limited clientele, helping to craft customized, comprehensive
wealth management plans
Your skills and experience
• excellent interpersonal and communication skills
• detail-oriented and ability to multi-task
• ideally 7+ years of professional experience preferred
• demonstrated creativity in solving problems as well as excellent analytical and organizational skills
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 - California - Westlake Village / T min USD 90000 - max USD 140000 /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.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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