Senior Lead Wealth Planning Strategist

About This Role

The Senior Lead Wealth Planning Strategist is a key contributor within Wealth & Investment Management, responsible for deepening and expanding relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, as well as attracting new client relationships with $10MM+ in investable assets. This role serves as a strategic advisor, delivering comprehensive, customized wealth planning, wealth transfer, tax-efficient strategies, and multi-generational planning solutions to sophisticated clients.

In This Role, You Will Provide high-impact, customized wealth planning advice to clients and prospects through deep discovery and understanding of financial goals, investment objectives, family dynamics, and long-term planning needs.

Partner with Advisors to identify, develop, and convert new business opportunities with HNW and UHNW clients.

Deliver comprehensive planning across key areas including:

• Cash flow analysis
• Insurance analysis and risk management
• Education funding strategies
• Executive compensation and stock option planning
• Asset allocation and portfolio analysis
• Income tax planning strategies
• Charitable and philanthropic planning
• Business succession strategies
• Asset protection and estate planning / wealth transfer strategies

Coach and educate Advisors to help them independently deliver financial planning guidance to a broader base of clients.

Prioritize collaboration with Advisors who serve the firm's largest and most complex client relationships, ensuring tailored planning and elevated client experience.

Present sophisticated planning recommendations in a clear, actionable, and client-friendly manner during client meetings.

Work closely with internal and external partners to promote wealth planning, elevate planning engagement, and support market-level business development strategies.

Maintain consistent adherence to all risk management, planning protocols, and compliance procedures.

Required Qualifications

• 7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

• 10+ years of comprehensive financial planning experience serving HNW and UHNW clients, including financial planning, goals-based strategies, private banking, retirement strategies, and specialized U/HNW solutions.
• 10+ years of wealth transfer, estate planning, and advanced planning experience working with UHNW clients and complex family structures.
• Advanced degrees and/or professional designations strongly preferred, such as: J.D., MBA, M.S. in Taxation, CPA, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA).
• Significant experience serving clients in the $25MM+ net-worth segment, with demonstrated success building long-term advisory relationships.
• Established professional network and strong local market presence in assigned market(s).

Job Expectations

• Hybrid work environment
• Ability to travel up to 25%

Job Location

Houston, TX
Austin, TX

Posting End Date

19 Jul 2026