Senior Advisor, Client Services

About the role

Walton Enterprises seeks a Senior Advisor to deliver an exceptional, highly personal client experience for one assigned household. This role is the household's relationship manager and day-to-day orchestrator, bringing the right people, products, and processes together to coordinate, communicate, and curate the family's experience.

Responsibilities

• Serving as a trusted partner to the household and internal client advisory teams, the Senior Advisor (Client Services) will:
• Curation – Create an Elevated Client Service Experience
• Coordination – Orchestrate People, Work, and Decisions
• Communication – Keep Everyone Informed and Aligned

Qualifications

• 15+ years of progressive experience in family office, private client services, professional services, or complex program/account management with significant client-facing responsibility.
• Strong financial acumen and understanding of wealth planning processes, goals, and outcomes.
• Bachelor’s degree required. Advanced degree or relevant certifications (e.g., CFP, CFA, CPWA, JD/MBA) preferred.
• Demonstrated excellence in relationship management with ultra-high net worth principals and their ecosystems.
• Ability to build strong relationships & trust.
• High levels of diplomacy, discretion, empathy, and judgment.
• Problem solving skills.
• Strong cross-functional project/program management skills (work planning, RACI, dependency/risk management, meeting facilitation, vendor coordination, budgeting basics).
• Outstanding written and verbal communication; ability to translate technical content (legal, tax, investment, real estate, technology) into clear next steps and decisions.

Benefits

• Compensation Range: $285,000 - $405,000
• Benefits Information: We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k) retirement plan and paid time off.