Senior Associate - Planning, Strategy & Research

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Full Time Exempt Austin, TX, US

2 days ago Requisition

Salary Range: $85,000.00 To $ Annually

Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York).

The Senior Associate will report to the Chief Client Officer.

The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience.

This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice.

PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helps advisors with the tools, training and processes that make exceptional client service intuitive, coordinated and deeply personal.

• Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations
• Develop wealth planning conventions and guidance for consistent use across the Practice
• Design and refine the new client onboarding process
• Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance
• Lead the annual client survey process, including related client communications and internal updates
• Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.)
• Work closely with our Client Service Operations and Compliance teams to develop and integrate new steps into our processes to be compliant with new and ongoing regulations

• Collaborative work environment where together we achieve more
• Environment supportive of learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Company contribution up to 95% for health insurance

The Senior Associate will assist with the following:

• Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice
• Contribute subject matter expertise to develop scalable planning approaches across areas such as retirement, education funding, insurance, charitable giving and complex balance sheet strategies

• Design and refine the frameworks, templates and other materials that advisors use to guide client conversations
• Strengthen the firm’s planning services by improving processes, enhancing usability and increasing consistency across the Practice
• Balance standardization with flexibility to ensure advisors can deliver both high-quality and highly personalized advice

• Develop a deep…