Financial Strategist
4 days ago
At UnfoldHR, we are seeking a seasoned professional to fill the role of Financial Strategist. As a key member of our team, you will be responsible for designing and implementing comprehensive financial strategies that preserve and grow family wealth.
Job DescriptionThe ideal candidate will have deep expertise in wealth management, tax planning, estate structuring, and philanthropy. You 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:
- Develop 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
- Create 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
- Develop 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
Requirements:
- 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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