Strategic Advisor - Business Owner & Private Wealth Advisory

Responsibilities

• Participating in client meetings involving business transitions, personal wealth planning, and family decision-making
• Developing analyses, financial plans, and client-facing materials (including use of eMoney)
• Helping frame and solve complex client decisions across business, financial and personal domains – not limited to traditional planning areas
• Contributing to, and over time, leading strategy development across areas such as:
  • Business succession and exit planning
  • High- and ultra-high-net-worth wealth planning
  • Trust and estate structuring (in coordination with attorneys)
  • Income tax-aware planning (in coordination with CPAs)
  • Charitable and philanthropic planning
  • Real estate and capital structure analysis
  • Ownership structuring, buy-sell agreements, and generational transitions
  • Family governance and decision-making dynamics
• Cooking closely with external professionals, including attorneys, CPAs, investment bankers/M&A advisors, commercial banking partners, valuation professionals, and CFOs

Qualifications

• Strong judgment, initiative, and interest in complex advisory work
• Relevant experience may include wealth management, private banking, or family office
• Investment banking, private equity, or M&A advisory
• Consulting, value creation, or business strategy
• Corporate finance, CFO, or FP&A roles
• Tax, trust, or legal advisory

Core Attributes

• Professional presence and ability to engage with sophisticated clients
• High ownership mentality; proactive and self-directed
• Comfortable operating in complex, unstructured situations
• Interest in long-term development as a client-facing advisor