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.

• 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.

• 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.

• 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.

• 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…