Multi-Family Office Strategist

About the role

Partner with senior department members to create processes and drive Wealth Planning Services for Ultra-High-Net-Worth/Multi-Family-Office clients (Net Worth/Liquid Assets > $500MM+, Annual Revenue > $1MM). Serve as a subject-matter expert, build relationships with Lead Advisors, and support the firm’s value propositions for complex wealth advisory needs.

Responsibilities

• Facilitate all client-service responsibilities for Ultra-High-Net-Worth/Multi-Family-Office clients.
• Support the client-service team in executing Wealth Planning for Ultra-High-Net-Worth/Multi-Family-Office and other complex clients, including preparation of materials and coordination of meetings.
• Champion, manage, evaluate, and innovate the Wealth Planning technology stack to improve efficiencies and solutions for Ultra-High-Net-Worth/Multi-Family-Office clients.
• Support prospecting and onboarding of Ultra-High-Net-Worth/Multi-Family-Office and other complex clients through research, data management, and client-information systems.
• Manage the internal process for prospective Ultra-High-Net-Worth/Multi-Family-Office clients, including gathering documentation and following up on action items.
• Ensure accuracy and quality of work for assigned Ultra-High-Net-Worth/Multi-Family-Office and other complex client relationships.
• Run the internal GAP (Gather, Analyze, Present) process for prospective Ultra-High-Net-Worth/Multi-Family-Office clients to prepare the closing team and oversee related deliverables.
• Develop content, communication, and training materials on Wealth Planning offerings and updates for Waldron team members.
• Support Wealth Planning team compliance, workflow, and efficiency by updating workflow documents, monitoring deadlines, and reporting progress to management.
• Assist the Director of Wealth Planning in executing strategic initiatives and projects aligned with client and firm goals.
• Identify and recommend improvements in current services and vendors by gathering feedback, tracking usage data, and compiling reports on service efficiencies.
• Act as a point of contact for Wealth Planning inquiries, redirecting complex questions to senior team members or subject-matter experts as needed.

Requirements

• Bachelor’s degree in finance or related field.
• Minimum of five years of wealth management and investment-related experience (seven years preferred).
• Minimum of three years of progressive experience working with Family Office and Ultra-High-Net-Worth (UHNW) client families ($50MM+ in investable assets; five years preferred).
• Passed CFP®, CFA, CPA, JD, or another approved advanced credential.
• Investment Adviser Representative registration eligibility required within three months of start date (e.g., CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).