Head of Wealth Management
4 days ago
prestigious multi-generational family office managing $5 billion in assets
, is seeking a
Wealth Strategist
to develop and implement
comprehensive financial strategies
that preserve and grow family wealth while upholding its legacy and values.
Role Overview
This is a high-impact role for a seasoned professional with deep expertise in
wealth management, tax planning, estate structuring, and philanthropy
. The Wealth Strategist will work closely with family principals, legal advisors, and investment teams to create integrated financial solutions tailored to the family's long-term goals.
Key Responsibilities
Design and implement
holistic wealth management strategies
aligned with the family's objectives
Collaborate with the
investment team
to ensure portfolio strategies support long-term wealth preservation and growth
Develop
tax-efficient wealth structures
across multiple jurisdictions and asset classes
Work with legal advisors to establish and refine
estate planning, succession, and wealth transfer strategies
Create
philanthropic frameworks
that align with the family's values and impact objectives
Conduct
scenario analyses and long-term financial modeling
for strategic decision-making
Provide
wealth education and governance
support to family members
Serve as a
trusted financial advisor
, offering insights on complex financial matters
What You Bring
10+ years
of experience in
wealth management, private banking, or family office advisory
Expertise in
investment strategies, tax planning, estate structuring, and alternative assets
Strong understanding of
private equity, real estate, hedge funds, and structured investments
Exceptional
analytical, financial modeling, and strategic planning skills
High
emotional intelligence, discretion, and ability to navigate complex family dynamics
CFA, CFP, JD, CPA, or other relevant certifications preferred
Proven experience working with
ultra-high-net-worth families
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