Head of Wealth Strategies

HEAD OF WEALTH STRATEGIES

The role will have a particular responsibility for advancing the Company’s ultra-high-net-worth strategy and serving as a senior firmwide resource on the most complex client and prospect opportunities. The Head of Wealth Strategies will engage directly with clients and their outside advisors on sophisticated estate, trust, tax, philanthropic, business succession and multigenerational wealth matters, while helping position the Company as a destination for high-net-worth and ultra-high-net-worth families.

Primary Responsibilities

Wealth-Strategy Leadership

• Develop and maintain the firmwide wealth-strategy framework, including retirement, estate and legacy planning, tax strategy, risk management, business-owner planning, concentrated wealth, charitable planning and intergenerational wealth transfer.
• Translate the firm’s capabilities into a clear, repeatable wealth-design process that Wealth Managers can use with clients and prospects.
• Establish planning standards that begin with an understanding of each client’s motivations, concerns, priorities, family circumstances and desired outcomes.
• Define when and how specialized planning capabilities should be introduced into the client relationship.
• Identify emerging planning needs and recommend the capabilities, partnerships, technology and talent required to serve increasingly complex clients.
• Build and manage the Company’s ultra-High Net Worth offering.

Complex Client and Prospect Engagement

• Serve as a senior strategist on significant high-net-worth and complex client opportunities.
• Partner with Wealth Managers and Regional Directors during discovery, proposal development and key client meetings.
• Help diagnose planning opportunities, organize the appropriate internal and external specialists and develop a coordinated strategy for the client.
• Provide subject-matter credibility in situations involving concentrated stock, business transitions, estate and trust structures, tax-sensitive investing, philanthropic planning and complex family dynamics.
• Identify opportunities to deepen relationships across generations, family members and entities while ensuring recommendations remain grounded in each family’s objectives and circumstances.

Integration of Firm Capabilities

• Connect the work of Financial Planning, Investment Management, Wealth Protection, Trust Services, Tax Advisory and other centralized resources into an unified client experience.
• Define clear referral, intake, ownership and handoff processes among Wealth Managers and specialist teams.
• Develop a practical framework for coordinating advice while maintaining appropriate legal, regulatory and information-sharing boundaries between affiliated businesses.
• Build relationships with outside attorneys, accountants, valuation specialists, philanthropic advisors and other professionals when capabilities are not maintained internally.
• Create a disciplined approach for evaluating and managing external strategic partners.

Advisor Enablement and Resource

• Drive planning adoption across the firm by partnering with Regional Directors and Wealth Managers to identify opportunities and embed wealth strategy more consistently into client relationships.
• Create conversation guides, discovery frameworks, case studies, client-facing materials and planning playbooks.
• Lead training on topics such as retirement income, legacy planning, concentrated positions, business-owner planning, tax-aware strategies, trust services, insurance planning and multigenerational engagement.
• Coach advisors on how to identify planning needs without requiring them to become experts in every technical discipline.
• Promote adoption of the firm’s centralized planning and specialist capabilities.
• Establish strategic case-consultation forums through which advisors can bring forward complex situations, collaborate on wealth-design opportunities and benefit from specialized expertise.

Central Planning Team Leadership

• Lead, develop and have direct responsibility for members of the centralized planning team.
• Establish clear roles, service standards, capacity expectations and development paths for team members.
• Help create a training ground for emerging advisors and planners who may advance into broader Wealth Manager roles.
• Participate in leadership, Financial Planning Committee and other relevant governance meetings.
• Provide leadership with regular reporting on utilization, capacity, advisor adoption, client outcomes and strategic opportunities.

Qualifications

• Bachelor’s degree in finance, financial planning, accounting, economics, law, or a related field.
• JD required, with a background in estate planning, tax, trusts, or other areas relevant to complex wealth planning.
• Additional professional designations such as CFP®, CPA, CPWA®, ChFC®, CTFA, or CEPA® are preferred but not required.
• 12+ years of experience in wealth management, financial planning, private banking, trust, tax, estate planning, or family office services.
• Demonstrated experience advising high net worth individuals and families with complex estate, tax, trust, and wealth planning needs.
• Strong technical knowledge of estate planning, tax planning, trusts, charitable planning, retirement, investments, and insurance.
• Ability to evaluate complex client situations, identify planning opportunities, and coordinate with attorneys, CPAs, advisors, and other specialists.
• Experience leading multidisciplinary teams or serving as a technical resource to advisors on complex planning matters.
• Proven ability to translate sophisticated legal, tax, and estate planning concepts into practical, understandable recommendations for clients and advisors.
• Experience developing planning processes, advisor resources, service models, or client delivery standards.
• Familiarity with Salesforce, financial planning platforms, custodial systems, and emerging AI enabled advisor tools is beneficial.

Why This Role Matters

The Company is expanding its ability to serve clients across the full spectrum of their financial lives. The Head of Wealth Strategies will play a central role in bringing those capabilities together, improving the experience of clients and advisors, and helping the firm build deeper, longer-lasting relationships with high-net-worth and multigenerational families.

This leader will help define not only what the Company offers, but how the firm understands clients, coordinates advice and guides families through consequential financial decisions.

Benefits

We offer a comprehensive benefits package including:

• 401(k) retirement plan with 6% match
• Medical, dental, and vision insurance
• Flexible spending accounts
• Life and disability insurance
• Paid time off
• Parental leave
• Flexible hybrid work schedule

Why Join Us?

Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways.

Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized.

Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication.

If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of the Company and in delivering an unparalleled experience to our clients!