Senior Family Office Wealth Strategist
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
White Oak Enterprises in Washington, DC, is building an advisory function to help high-net-worth families understand and manage wealth. You will own public-market portfolios, direct rebalancing, and evaluate managers as we transition external relationships over 6–9 months.
You will design the program, connect trust and foundation needs with investment strategy, and build lasting relationships with family members and colleagues across the office.
The following position is for a Senior Family Office Wealth Strategist with White Oak Enterprises.
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This posting is for the Senior Family Office Wealth Strategist role at White Oak Enterprises, based in Washington, DC, United States.
We are looking to fill the Senior Family Office Wealth Strategist position at White Oak Enterprises in Washington, DC, United States.
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