About this role:

The Senior Lead Wealth Planning Strategist is a key contributor within Wealth & Investment Management, responsible for deepening and expanding relationships with high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients, as well as attracting new client relationships with $10MM+ in investable assets. This role serves as a strategic advisor, delivering comprehensive, customized wealth planning, wealth transfer, tax‑efficient strategies, and multi‑generational planning solutions to sophisticated clients.

In this role, you will:

• Provide high‑impact, customized wealth planning advice to clients and prospects through deep discovery and understanding of financial goals, investment objectives, family dynamics, and long‑term planning needs.
• Partner with Advisors to identify, develop, and convert new business opportunities with HNW and UHNW clients.
• Deliver comprehensive planning across key areas including:
  • Cash flow analysis
  • Insurance analysis and risk management
  • Education funding strategies
  • Executive compensation and stock option planning
  • Asset allocation and portfolio analysis
  • Income tax planning strategies
  • Charitable and philanthropic planning
  • Business succession strategies
  • Asset protection and estate planning / wealth transfer strategies
• Act as a subject‑matter expert to clients and Advisors on advanced planning concepts, wealth structuring, and wealth planning solutions.
• Coach and educate Advisors to help them independently deliver financial planning guidance to a broader base of clients.
• Prioritize collaboration with Advisors who serve the firm’s largest and most complex client relationships, ensuring tailored planning and elevated client experience.
• Present sophisticated planning recommendations in a clear, actionable, and client‑friendly manner during client meetings.
• Work closely with internal and external partners to promote wealth planning, elevate planning engagement, and support market‑level business development strategies.
• Maintain consistent adherence to all risk management, planning protocols, and compliance procedures.

Required Qualifications:

• 7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 10+ years of comprehensive financial planning experience serving HNW and UHNW clients, including financial planning, goals‑based strategies, private banking, retirement strategies, and specialized U/HNW solutions.
• 10+ years of wealth transfer, estate planning, and advanced planning experience working with UHNW clients and complex family structures.
• Advanced degrees and/or professional designations strongly preferred, such as:
  • J.D.
  • MBA
  • M.S. in Taxation
  • CPA
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
• Significant experience serving clients in the $25MM+ net‑worth segment, with demonstrated success building long‑term advisory relationships.
• Established professional network and strong local market presence in assigned market(s).

Job Expectations:

• Hybrid work environment
• Ability to travel up to 25%
• This position is not eligible for Visa sponsorship

Job Location:

• Houston, TX
• Austin, TX

Posting End Date:

*Job posting may come down early due to volume of applicants.