Senior Wealth Strategy Lead — Remote
Wilmington, New Hanover County, North Carolina, 28412, USA
Listed on 2026-10-09
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Asset Mark’s Wealth Solutions group seeks a Director of Advanced Planning to shape the strategic direction and delivery of comprehensive financial planning and estate strategies for high-net-worth clients and advisors. You will partner across functions to evolve planning capabilities and provide thought leadership in estate planning and business succession.
You will lead the delivery of high-impact plans, mentor senior planners, and leverage JD/CFP expertise to create efficient, compliant wealth
Are you ready to take on the Senior Wealth Strategy Lead — Remote role at Asset Mark?
This is a genuine opportunity to take on the Senior Wealth Strategy Lead — Remote role at Asset Mark.
As a Senior Wealth Strategy Lead — Remote, you will play an important part at Asset Mark in NC, United States.
We invite applications for the Senior Wealth Strategy Lead — Remote position located in NC, United States.
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