Senior Manager - High Net Worth Planning Strategist

For our client, we are seeking a Senior Manager - High Net Worth Planning Strategist to join the team of a leader in the Finance & Insurance space. This role will focus on helping advisors navigate complex high net worth client needs through tailored financial planning strategies. You will translate sophisticated planning concepts into clear, actionable recommendations that support clients across tax, estate, and retirement considerations. Partnering closely with advisors and field leadership, you will help deliver thoughtful solutions and well-documented proposals that strengthen client outcomes. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $114,500 – $157,400 annually Responsibilities Consult with advisors to assess high net worth client cases and develop tailored financial proposals Communicate sophisticated financial strategies to clients and their advisors Ensure accurate and timely documentation of case details Partner with various organizational units to tailor solutions for client needs Prepare and deliver presentations on financial planning strategies Qualifications 7+ years in financial services, preferably with high net worth clients Proficient in assessing client needs and recommending actionable financial strategies Strong grasp of complex financial planning, including tax, estate, and retirement strategies Ability to distill complex information into clear, understandable advice Experience working collaboratively with advisors and field leaders Benefits In-office collaboration with the option for one remote day per week Comprehensive health benefits including medical, dental, and life insurance 401(k) retirement plan with company contributions Vacation and sick time to promote employee well-being Pay-for-performance compensation structure with potential bonuses Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.