About this roleAbout this roleWe are seeking a Director, Estate & Wealth Consultant to deliver sophisticated estate, tax, and wealth structuring expertise across our most complex advisor engagements.
This is an advisor-facing, strategic role that combines deep technical expertise with commercial impact-partnering with top advisors to enhance client outcomes, deepen relationships, and drive growth across UHNW portfolios.
Key responsibilities Advisory & structuring - Lead complex estate and wealth planning engagements, including multi-generational wealth transfer, business succession, charitable giving, IPO/liquidity events, and executive compensation planning
- Deliver tax-aware, integrated solutions that align portfolio design with estate structures
Coverage & commercial enablement - Serve as a subject matter expert across UHNW advisors, CIOs, and home offices
- Support prospective advisor conversations and contribute to new business development
- Identify and advance strategic partnership opportunities across the advisor base
Content & thought leadership - Develop white papers, frameworks, and educational content on estate planning and wealth structuring
- Translate complex topics into clear, actionable insights for advisors
Cross-functional collaboration - Partner with Portfolio Design Services, After-Tax Wealth Strategists, and other specialists to deliver a coordinated UHNW experience
- Contribute to the evolution of BlackRock's scaled UHNW service model
Qualifications - Deep expertise in estate planning, wealth transfer, and tax-aware structuring
- Experience working with UHNW advisors
- Strong ability to simplify complex concepts into advisor-ready solutions
- Proven commercial mindset with ability to influence outcomes and drive growth
- Exceptional communication and relationship management skills
For San Francisco, CA and New York, NY Only the salary range for this position is USD$200,000.00 - USD$270,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$185,000.00 - USD$250,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our benefitsTo help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work modelBlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
Guidance on AI use for candidatesAt BlackRock, AI has long been part of how we work - enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we've provided
guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
