Claire Carter

Background

About Claire Carter

With almost 10 years of experience in wealth management, I’ve built a career at the intersection of strategy, operations, and leadership. From managing complex projects across divisions to crafting high-impact executive communications, I thrive on connecting big-picture thinking with practical execution. Currently serving as Specialties Business Development Manager at UBS Wealth Management, I help drive strategic initiatives that support organic growth nationally. My path has included roles in business strategy, divisional management, and client experience - each one sharpening my ability to lead through collaboration, analysis, and a deep commitment to operational excellence. Outside of work, I’m pursuing my MBA at Wharton, raising a young child, and staying active in my community. I also write She Sets the Tone, a Substack newsletter where I explore the realities of working motherhood, personal growth, and what it means to lead with authenticity - at work, at home, and in the in-between moments. Always open to exchanging ideas, sharing stories, and connecting with others navigating career, leadership, and life with purpose.**These are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**