Summary

As part of the Family Office Services team, the Family Wealth Strategist is a highly dynamic and experienced professional with a Juris Doctor (JD) and CERTIFIED FINANCIAL PLANNER® designation. The Family Wealth Strategist will serve as the Lead Advisor’s counterpart providing consultative services complementing and extending the advisor’s industry expertise. The individual will be responsible for designing and integrating a wide array of wealth management strategies and family office services to align a high-net-worth or ultra-high-net-worth family’s financial capital with its values, long-term vision, and family dynamics for a seamless client experience. The ideal candidate will possess a unique blend of legal expertise and financial planning knowledge to act as the integrator and leader in the delivery of quality services across multiple domains and areas of planning. The role goes beyond understanding specific technical strategies, but to anticipate the impact and understand the interplay a particular solution may have on other disciplines. This role requires strategic thinking, excellent project management skills, exceptional interpersonal ability, clear communication, and a deep understanding of complex financial, legal, and tax landscapes.

Primary Duties & Responsibilities

• Act as the advisor’s primary point of contact and liaison, coordinating all aspects of the client's integrated plan between the family, internal teams, and external partners to ensure a cohesive approach.
• Conduct thorough discovery to ascertain the family’s long-term objectives that align with their principles and vision.
• Based on the family’s objectives, identify issues and needs to design an integrated plan.
• Consult with the advisor and family on the overall integrated plan and the complex interaction between different domains.
• Recognize opportunities to position and coordinate internal and external partners in alignment with objectives.
• Construct an actionable roadmap prioritizing when and how to address the family’s needs and structure engagement pricing.
• Communicate pertinent client information and objectives among multiple partners to streamline communications while minimizing duplication.
• Collaborate with strategic partners to develop and implement strategies across a broad range of legal, tax, and financial planning topics to ensure alignment with the client’s integrated plan and effectively facilitate the communication of complex techniques.
• Manage the delivery of planning components ensuring timely execution and a seamless experience throughout the engagement.
• Support the development of advisors to equip them to lead family meetings and conversations.

Qualifications

• Juris Doctor (JD) degree required.
• CERTIFIED FINANCIAL PLANNER® designation required. Other advanced degree or designation desirable (MBA, CFA, CPA).
• Series 6 or 7 and resident state insurance license required or working towards license within 6 months.
• Minimum 12 years of experience in wealth management, financial planning, or a related field directly working with advisors and U/HNW clients ($40M+).
• Experience working with family offices highly desirable.
• Strong expertise across multiple areas of wealth management including financial planning, insurance and investment products, estate and business planning, and other HNW planning strategies with a deep understanding of the implications a particular solution may have on others.
• Exceptional organizational, strategic, and communication skills, with the ability to articulate complex legal and financial concepts clearly and concisely to non-expert family members.
• Unquestioned integrity, professionalism, and discretion when handling highly confidential matters.
• Strong attention to detail, organizational skills, and the ability to manage multiple time-sensitive projects.
• Proven ability to develop rapport and strong relationships with clients, financial advisors, internal teams and third-party partners.
• Advanced experience with financial planning software and Excel, PowerPoint, and CRM systems.+

Compensation Range:

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We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, clickhere to learn more.