Senior Wealth Strategist

Responsibilities

• Partner with Wealth Management Advisors (WMAs) and the broader Private Bank team to deliver comprehensive wealth strategies and participate in client meetings.
• Develop a detailed understanding of client financial profiles, including net worth, cash flow, ownership structures, estate plans, and charitable goals.
• Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines.
• Identify planning opportunities, research complex strategies, and review financial modeling prepared by analysts to assess potential outcomes.
• Cook up and review client deliverables, providing oversight and guidance to analysts and junior strategists to ensure accuracy, clarity, and alignment with planning recommendations.
• Present recommendations, answer client and advisor questions, and support execution of strategies in partnership with the broader team.
• Coach and mentor Wealth Strategy Analysts and Wealth Strategists to support skill development and career growth.
• Build referral relationships with internal partners and external centers of influence such as attorneys and CPAs.
• Contribute to internal and external thought leadership and maintain knowledge of legislative, regulatory, and market developments.
• Operate within the Bank’s risk framework and ensure adherence to policies and procedures while acting in the best interests of clients and colleagues.
• Perform other duties as assigned, adapting to shifting priorities to support team and organizational objectives.

Requirements

• Bachelor’s degree required.
• 10+ years of experience in financial, estate, or wealth planning within a professional services or wealth management environment.

Skills

• Advanced degree of proficiency in wealth strategy expertise, client advisory skills, relationship management, analytical thinking, business development support, professional credentials, strategic thinking, leadership & coaching, influence & communication, industry & regulatory awareness.

Benefits

Total Base Pay Range: $121,900.00 - $262,100.00 USD per year.

Incentive Compensation Plan: Eligible to participate, with payments based on company, line of business, and/or individual performance.

Comprehensive Benefits: Designed to support the individual needs of employees and their families, encompassing physical, financial, emotional, and social well-being.

Equal Opportunity Employer: Proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.