The Senior Wealth Strategist will lead the vision and execution of financial and estate planning strategies for high-net-worth clients while managing and mentoring a team of senior planners. They will collaborate cross-functionally to integrate planning solutions into advisor offerings and serve as a senior-level contact for complex client cases.
The Senior Investment Consultant will drive the adoption of private market strategies by educating and engaging financial advisors through territory-based sales efforts. They will serve as a subject-matter expert, translating complex investment concepts into actionable insights to support advisor business growth.
Provide comprehensive business consulting and practice management advice to financial advisors to improve business performance and client satisfaction. Responsibilities include conducting business assessments, developing growth strategies, and managing client engagements in coordination with sales teams.
