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ABOUT THE ROLE:The Senior Wealth Strategist is a senior-level individual contributor role responsible for advanced wealth planning for ultra-high-net-worth clients within the firm. This role partners closely with advisors, client teams, and external professionals to design and deliver sophisticated, integrated wealth strategies across estate, tax, investment, retirement, and insurance disciplines.


Operating as a trusted expert and strategic thought partner, this role leads through influence, driving complex client outcomes, advancing planning capabilities, and elevating the overall wealth strategy platform. The Senior Wealth Strategist plays a critical role in shaping best practices, mentoring teammates, and serving as a visible subject matter leader across the organization.

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